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; Organizing Your Checking, Savings and Investments
Hi, I'm Erik Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping clients with perfectly personalized financial solution since 2001. Today, I want to talk just a little bit about account organization.
Sometimes clients come to us and they have multiple accounts. They have retirement savings accounts from prior job…
