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Year: 2022

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

Wed, October 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 -8.58% - Global high yield bonds -2.77% & -3.11% - U.S. small (value & profit) stocks -4.00% - CA municipal bonds -4.65% - U.S. Hi Relative Pr…

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

Fri, July 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, over the last two days. U.S. stocks hit a low on June 16th and we’ve been in decently sloped uptrend since, clawing back to a positive (as of this moment July 22 at 11:35am) adjustment of 7.50%.…

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

Tue, July 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. large stocks -14.34% - Global high yield bonds -12.88% & -21.32% - U.S. small (value & profit) stocks -4.54% - CA municipal bonds -13.93%…

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

Sun, July 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 2001, almost 21 years now. I want to give a quick market update. Markets have been dicey this year—mostly down. We did enter bear market territory, which is more than a 20% drop for the S&P 500—…

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

Thu, June 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 inflation coming out of the pandemic mixed with geo-political turmoil. In the simplest terms we’re mostly tasked with getting our clients into and through retirement as comfortably as possible whi…

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