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ThePiedmont CityScoop

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Piedmont, CA
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Year: 2021

Oakland, CA | East Bay; A Discussion on Systematizing and Managing Cash Flow

Thu, May 20 2021 - 9:54 AM
Hi, I am EriK Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping clients with perfectly personalized financial solutions since 2001—almost 20 years now. I want to talk just a little bit today about cash flow. I have my own personal spreadsheet that I built to monitor cash flow, which I share with clients. It…

Oakland, CA | Piedmont; Planning for College with a State Sponsored 529 Plan

Tue, May 11 2021 - 10:06 AM
Hi, I'm Erik Wolfers. I'm the founder and managing member of First & Main Financial. Today I want to talk a little bit about college savings. My own firstborn child is headed off to college in the fall. She went through an extensive process of researching schools and visiting schools and applied to many—it was somewhat different during the pandemic. W…

Oakland, CA | East Bay; First and Main Financial Market Update Conversations

Tue, April 27 2021 - 9:26 AM
Hi, I'm Erik Wolfers. I'm the founder managing member First & Main Financial. We've been helping clients with perfectly personalized financial solutions since 2001—it will be 20 years in July of this year. We started at a challenging time in the year 2000, but things have gone great. When I say perfectly personalized what that really means is, that we…

Oakland, CA | Piedmont; We are Incredibly Honored to be Trusted by Our Clients

Wed, April 21 2021 - 9:08 AM
Hi, I'm Erik Wolfers. I'm founder and managing member of First & Main Financial. We've been helping clients with personalized financial solutions since 2001—coming up on 20 years here. Today, I want to talk just a little bit about who we are and how we do things, and how that compares. The financial services industry has somewhat of a checkered past.…

Oakland, CA | East Bay; First & Main Financial Q1 2021 Market Summary

Mon, April 12 2021 - 10:41 AM
Q1 2021: -0.21% - U.S. momentum stocks 7.16% & -2.29% - Emerging markets (small & profit) stocks 2.92% - International profitability stocks 6.35% - U.S. large stocks 11.64% - Global high yield bonds 25.10% & -1.09% - U.S. small (value & profit) stocks -0.71% - CA municipal bonds…

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