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; Independent Financial Planners and Fiduciary Standards
Hi, my name is Erik Wolfers. I'm the Managing Member of First & Main Financial. We've been helping clients with personal finance since 2001.
Today I'm going to talk a little bit about perspective and expertise and the fiduciary standard in the financial services industry, or practicing as a fiduciary. We got a new client last week, a single mom who is…
