ThePiedmont CityScoop

Financial Advisor News
Piedmont, CA

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…

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

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 2001—over 20 years now. I want to talk today a little bit about the use of leverage in investing. Leverage, if you're not familiar with the concept, would be borrowing money to do something,…

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

Q3 2021 Market Summary: 2.29% - U.S. momentum stocks -3.60% & -8.49% - Emerging markets (small & profit) stocks -1.05% - International profitability stocks 0.53% - U.S. large stocks 0.78% - Global high yield bonds 0.37% & -4.92% - U.S. small (value & profit) stocks -0.69% - CA mun…

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