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; Understanding the Gift Tax Rules and IRS Limits
Hello, I'm Erik Wolfers, founder and managing member of First & Main Financial. We've been helping individual clients with perfectly personalized financial solutions since 2001—over twenty years now. Today, I want to talk a little bit about gifting.
We sometimes have people come to us who don't quite understand how gifts work. If someone is going to g…