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; A Discussion on Systematizing and Managing Cash Flow
Hi, I am EriK Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping clients with perfectly personalized financial solutions since 2001—almost 20 years now. I want to talk just a little bit today about cash flow.
I have my own personal spreadsheet that I built to monitor cash flow, which I share with clients. It…