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 | Piedmont; The Key to Managing Cash Flow for Single Retired Clients
Hi, I'm Erik Wolfers, I'm the founder and managing member of First & Main Financial. We've been helping clients with personal financial solutions and support since 2001. Today, I want to talk a little bit about retired clients, specifically—single retired clients.
As mentioned in previous videos, we operate as fiduciaries—and not just at the written s…
