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 – East Bay, Piedmont | Using eMoney Financial Plans to Prepare for R…
What Will Your Retirement Be?
Our clients, Jeff and Cheryl, needed to make decisions about when to take Social Security, when to use funds from their pensions, their 401(k)s and when to retire. These types of questions are quite common as many of us approach retirement and need to begin planning for the next stage of life. Jeff and Cheryl hired First a…