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 | Best Financial Advisor Bay Area; Planning with Restricted Stock
Like many of our clients, Mark works at a Bay Area start up company that compensates employees with stock options, restricted stock units (“RSUs”) and the opportunity to participate in the Employee Stock Purchase Plan (“ESPP”). He and is wife Lee, who are in their 40s, came to First & Main Financial looking to verify they were on the right path to meeting t…
