Q3 2022:
-3.06% - U.S. momentum stocks
-8.90% - Emerging markets small stocks
-10.23% - International profitability stocks
-4.54% - U.S. large stocks…
Oakland, CA – Financial Planning and Investment Advisory Services for Divorced W…
Financial Plans and Investment Advice to Help You After Your Divorce
As financial planners, our goal is to help people figure out their finances, especially those who may have recently experienced a life changing event, such as a divorce, death, job change or even an unexpected inheritance.
Recently, we were contacted by a 54 year old client, Susan, in O…