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 Advisors East Bay Use Tax Planning
Tax Planning is a Key Component in the Financial Planning Process:
At First and Main Financial we have a detailed financial planning process. As part of this process, we collect 2-3 years of tax returns and review them in detail to best understand a client’s full financial situation. Once all their financial information is collected and analyzed, we deve…
