ThePiedmont CityScoop

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Piedmont, CA

Oakland, CA | East Bay; Bond Fund Investing Options for Short-Term Outcomes

Hi, I am Erik Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping clients with personal financial solutions since 2001. Today I want to talk a little bit about uses of cash—in the short-term or intermediate term or even long-term. We met with the client today and talked a little bit about what to do with extra ca…

Oakland, CA | Piedmont; Staying Invested Long-Term During the 2020 Election

Hi, I'm Erik Wolfers, founder and managing member of First & Main Financial. We've been helping our clients with totally customized personal financial solutions since 2001. Today is Wednesday, November 4th, 2020, the day after the presidential election—and there were many other races in the House and Senate and of course lots of ballot measures. The elec…

Oakland, CA | East Bay; Using Estate Planning Basics in a Financial Plan

Hi, I'm Erik Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping people with personal finances since 2001. Today I want to talk a little bit about estate planning. While we are not estate attorneys, we understand it's good to get the help from an estate attorney to do a comprehensive estate plan—especially if you own…

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