How did your stock portfolio(s) perform today?

For Tuesday (3/27):

IRA was down 1.00% today. Needed more Procter & Gamble (PG) and less Microsoft (MSFT) today.

Taxable account down 0.74% today. Needed more Terumo (TRUMY) and less Boeing (BA) today. But it's a fat chance that I'll get rid of my five shares of Boeing. I'm a Boeing retiree and stockholder, and that's a stock I'm very interested in.

Not much change today

There are varying levels of fee-only financial planners out there, and varying levels of fees. Of the ones I know about: Charles Schwab has an offering that's basically financial consultant assisted robo-advice for 0.28% a year for the non-cash component (limited to $700 a quarter). Their minimum is $25,000. Wells Fargo has a slightly more involved product for 0.50% a year; don't know their minimums because I didn't get that far with them. I'm with Fisher Investments and have a separately managed account with individual stocks for most of the equity portion and exchange-traded funds for the fixed income portion. They have a sliding rate between 1.00% and 1.50% and a minimum initial deposit of $500,000. I was over that number before I did a big withdrawal because of Hurricane Harvey, but they decided to keep me as a client because of the unusual circumstances. 

I really like Fisher, and they almost always meet or exceed their benchmarks. My Investment Counselor went to bat for me over the big withdrawal and got the OK from his management because I've been a long-term client in an unexpected situation. I was managing my IRA myself before Fisher at a discount broker and realized it would be a full-time job to manage it the way I wanted to.

I would advise against a company that bundles the advice in their financial product commissions because they have an incentive to buy and sell a lot. Exactly how they make their money is described in a brochure in a format regulated by the Securities and Exchange Commission called an ADV 2A. They're usually pretty readable, but I went to Engineering school and took a number of Economics classes for the liberal arts portion of my college education.