2020 - Piedmont, CA - Financial Planning

Recent

Oakland, CA | Piedmont; Rough Year: September Third-Quarter Update for 2022

Wed, Oct 5 2022 - 4:07 PM

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; July 2022 Update – Time to Invest Cash Off Market Lows?

Fri, Jul 22 2022 - 12:10 PM

We’ve been holding much of the large pools of cash given us by clients over the last 6-9 months, but started putting decent sized chunks to work, for the long-term,…

Oakland, CA | East Bay; Q2 2022 Market Summary: Worst Starts to a Year

Tue, Jul 12 2022 - 7:47 AM

Q2 2022: -18.75% - U.S. momentum stocks -11.68% & -10.39% - Emerging markets (small & profit) stocks -13.86% - International profitability stocks -16.11% - U.S.…

Oakland, CA | East Bay; First & Main Financial July 2022 Market Update

Sun, Jul 3 2022 - 11:31 AM

Hi, I'm Erik Wolfers, founder and managing member of First & Main Financial. We've been helping clients with perfectly personalized financial solutions since 200…

Oakland, CA | Piedmont; Volatility, While Painful, Benefits Us Over Long Run

Thu, Jun 23 2022 - 9:50 AM

We’ve been at this for just short of 21 years, having practiced through the dot com meltdown, the financial crisis, the shock of the pandemic and now decades high in…

Oakland, CA | Piedmont; High Oil Prices and Rising Interest Rate Environment

Sun, Jun 12 2022 - 11:22 AM

Hi, I'm Erik Wolfers, founder and managing member of First and Main Financial. We've been helping clients with perfectly personalized financial solutions since 2…

Oakland, CA | Piedmont; First and Main Financial Q1 2022 Market Summary

Mon, Apr 11 2022 - 8:59 AM

Q1 2022: -7.24% - U.S. momentum stocks -4.45% & -15.96% - Emerging markets (small & profit) stocks -7.30% - International profitability stocks -4.61% - U…

Oakland, CA; Piedmont | Ukraine: Measuring Market Volatility with the VIX Index

Sat, Apr 2 2022 - 1:10 PM

Hi, I'm Erik Wolfers, founder and managing member of First & Main Financial. We've been crafting perfectly personalized financial solutions for clients since 200…

Oakland, CA | East Bay; The Federal Reserve and Managing Market Volatility

Thu, Mar 24 2022 - 1:13 PM

Hi, I'm Erik Wolfers, founder and managing member of First & Main Financial. We've been helping our clients with perfectly personalized financial solutions since 2…

Oakland, CA | East Bay; Q4 2021 – Will Inflation Slow Down Markets in 2022?

Tue, Jan 11 2022 - 10:24 AM

2020, the year of the start of the pandemic, saw some phenomenal performances in the stock market with our best fund that year (domestic small profitability) being u…

Oakland, CA | East Bay; Understanding the Gift Tax Rules and IRS Limits

Sat, Oct 30 2021 - 12:14 PM

Hello, I'm Erik Wolfers, founder and managing member of First & Main Financial. We've been helping individual clients with perfectly personalized financial solut…

Oakland, CA | Piedmont; What is Using Leverage Appropriately in a Portfolio?

Tue, Oct 19 2021 - 9:13 AM

Hi, I'm Erik Wolfers, founder and managing member of First & Main Financial. We've been crafting perfectly personalized financial solutions for our clients since…

Oakland, CA | East Bay; First & Main Financial 3rd Quarter Market Summary

Mon, Oct 11 2021 - 8:31 AM

Q3 2021 Market Summary: 2.29% - U.S. momentum stocks -3.60% & -8.49% - Emerging markets (small & profit) stocks -1.05% - International profitability stocks…

Oakland CA | Piedmont; The Higher You Climb the Mountain, the Better Your View

Thu, Sep 30 2021 - 2:02 PM

HI, I'm Erik Wolfers with First & Main Financial; I'm the founder and managing member. We've been helping clients with perfectly personalized financial the solut…

Oakland, CA | East Bay; First & Main Financial and the Fiduciary Standard

Tue, Sep 21 2021 - 11:45 AM

Hi, I'm Erik Wolfers, managing member and founder of First & Main Financial. We've been helping clients with perfectly personalized individual financial solution…

Oakland, CA | East Bay: The American Economy is Nothing Short of a Miracle

Thu, Sep 9 2021 - 1:50 PM

Hi, I'm Erik Wolfers, founder and managing member of First and Main Financial. We've been helping clients with perfectly personalized financial solution since 20…

Oakland, CA | Piedmont; Working with Large Companies to Transfer Assets

Mon, Aug 30 2021 - 1:49 PM

Hi, I'm Erik Wolfers, founder and managing member of First and Main Financial. We've been helping clients with perfectly personalized financials solutions since…

Piedmont, CA | East Bay; The Bureaucracy of Large Financial Institutions

Sat, Aug 14 2021 - 11:47 AM

Hi, I'm Erik Wolfers, founder and managing member of First & Main Financial. We've been helping clients with perfectly personalized financial solutions since 200…

Oakland, CA | Piedmont; Updates on Delaware Statutory Trusts for 1031 Exchanges

Wed, Jun 9 2021 - 6:14 PM

Hi, I'm Erik Wolfers, I'm the founder and managing member of First & Main Financial. We've been helping clients with perfectly personalized financial solutions s…

Oakland, CA | Piedmont; Investing in Environmental, Social and Global Funds

Tue, Jun 1 2021 - 12:39 PM

Hi, I'm Erik Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping clients with perfectly personalized financial solutions s…

^ThePiedmont CityScoop

Year: 2020

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

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

Oakland, CA | East Bay; Planning and Charitable Giving with Donor-Advised Funds

Oakland, CA | East Bay; Healthy Portfolio Allocation During Retirement

Oakland, CA | East Bay; Q3 2020 Market Summary and the Upcoming Election

LOCAL EXPERT

AUTHOR & CONTRIBUTOR

CS Test Dh

Lorem ipsum

Leave a message

Location

Recent

Oakland, CA | Piedmont; Rough Year: September Third-Quarter Update for 2022

Oakland, CA | East Bay; July 2022 Update – Time to Invest Cash Off Market Lows?

Oakland, CA | East Bay; Q2 2022 Market Summary: Worst Starts to a Year

Oakland, CA | East Bay; First & Main Financial July 2022 Market Update

Oakland, CA | Piedmont; Volatility, While Painful, Benefits Us Over Long Run

Oakland, CA | Piedmont; High Oil Prices and Rising Interest Rate Environment

Oakland, CA | Piedmont; First and Main Financial Q1 2022 Market Summary

Oakland, CA; Piedmont | Ukraine: Measuring Market Volatility with the VIX Index

Oakland, CA | East Bay; The Federal Reserve and Managing Market Volatility

Oakland, CA | East Bay; Q4 2021 – Will Inflation Slow Down Markets in 2022?

Oakland, CA | East Bay; Understanding the Gift Tax Rules and IRS Limits

Oakland, CA | Piedmont; What is Using Leverage Appropriately in a Portfolio?

Oakland, CA | East Bay; First & Main Financial 3rd Quarter Market Summary

Oakland CA | Piedmont; The Higher You Climb the Mountain, the Better Your View

Oakland, CA | East Bay; First & Main Financial and the Fiduciary Standard

Oakland, CA | East Bay: The American Economy is Nothing Short of a Miracle

Oakland, CA | Piedmont; Working with Large Companies to Transfer Assets

Piedmont, CA | East Bay; The Bureaucracy of Large Financial Institutions

Oakland, CA | Piedmont; Updates on Delaware Statutory Trusts for 1031 Exchanges

Oakland, CA | Piedmont; Investing in Environmental, Social and Global Funds

LOCAL EXPERT

AUTHOR & CONTRIBUTOR

CS Test Dh

Lorem ipsum

Leave a message

Location

Recent

ABOUT THE AUTHOR