ThePiedmont CityScoop

Financial Advisor News
Piedmont, CA

Oakland, CA | East Bay; Financial Planning for Tech Dominating the Stock Market

How to Plan Appropriately— Hi, I'm Erik Wolfers. I'm the managing member of First & Main Financial. We've been helping clients achieve financial success since 2001. Today I want to talk a little bit about large stocks, or the largest stocks. We've had for some number of years now the Fang Stocks: Facebook, Apple, Amazon, Netflix and Google. Microso…

Oakland, CA | East Bay; Finding Refinance Options with Your Financial Planner

Hi, I'm Erik Wolfers. I'm the managing member of First & Main Financial. We've been helping our clients live healthier and more secure financial lives since 2001. Today I'm going to talk a little bit about home loans There's a lot of excitement these days for refinancing and to lower interest rate loans. Rates are at or near historical lows and the re…

Oakland, CA | East Bay; Cash Flow and Budgeting with Your Financial Planner

Hi, I'm Erik Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping people achieve financial success since 2001. Today I want to talk a little bit about cash flow. Cash flow can be thought of in conjunction with budget. When we help people with a financial plan, we need to know what their lifestyle is and what all t…

Oakland, CA | East Bay; Understanding Volatile Markets, Risk and Return

Hi, my name is Erik Wolfers, I'm the managing member of First & Main Financial. We've been helping people with their personal finances since 2001. Today I want to talk a little bit about investing risk. It's been well proven that people are on average twice as averse to loss as they are to being excited with gains in their portfolio. We get lots of ca…

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