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; Planning and Charitable Giving with Donor-Advised Funds
Hi, I'm Erik Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping clients successfully get their kids through college and into and through retirement since 2001. Today I want to talk a little bit about direct investments and donor-advised funds.
Just a refresher on donor-advised funds—for as little as $5,000 you c…
