ThePiedmont CityScoop

Financial Advisor News
Piedmont, CA

Oakland, CA | East Bay; Navigating Stock Markets During Covid-19

Q1 2020 Market Summary: Markets have been moving fast over the past weeks. We’ve had many clients reach out to us over the last month and we are here at our desks to talk, or Zoom, if you like. We’re here evaluating the situation, and your accounts, every day. We haven’t proactively reached out to too many folks because many or our clients view their i…

Oakland, CA | East Bay; Real Estate Investing and Tax Planning with Delaware Sta…

What is a Delaware Statutory Trust—DST? Hi I’m Erik Wolfers. I’m the managing member of First & Main Financial. We're in Oakland in Piedmont California. Today I'm going to talk about Delaware Statutory Trusts, or DSTs. DSTs are an improved vehicle for doing a 1031 exchange. If you have a highly appreciated piece of property, you can sell it and tak…

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