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Top News In Summit Wealth Today - Breaking & Trending Today

My financial adviser lost $500K. A new one says my portfolio is a 'mess.' - Vimarsana News

My financial adviser lost $500K. A new one says my portfolio is a 'mess.'

Question: My husband handled our money using a financial adviser and when he passed away six years ago, I was financially set. The adviser he used has since...

My investment is losing money, but a new adviser could cost 1.6%. Is that OK? - Vimarsana News

My investment is losing money, but a new adviser could cost 1.6%. Is that OK?

Question: I currently have $930,000 sitting in an Australian industry fund. Like most, it is losing money. I am looking to engage a financial adviser. My...

I fired my financial adviser after he 'stonewalled' me. What's next for me? - Vimarsana News

I fired my financial adviser after he 'stonewalled' me. What's next for me?

Question: I saw the article about the fellow who wanted to buy a car but was basically stonewalled by his financial adviser in terms of further...

I live in Minnesota and will soon have $1,000,000 in cash. Should a pro to help? - Vimarsana News

I live in Minnesota and will soon have $1,000,000 in cash. Should a pro to help?

Question: I am in northern Minnesota and will soon have close to a million dollars in cash. I am not 100% sure the best way to invest this. I have spoken to...

Apple Inc. (NASDAQ:AAPL) Shares Sold by Summit Wealth & Retirement Planning Inc. - Vimarsana News

Apple Inc. (NASDAQ:AAPL) Shares Sold by Summit Wealth & Retirement Planning Inc.

Summit Wealth & Retirement Planning Inc. lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 25.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 13,715 shares of the iPhone maker’s stock after selling 4,802 shares during the quarter. Apple comprises approximately 1.0% of […]