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…
-7.24% - U.S. momentum stocks
-4.45% & -15.96% - Emerging markets (small & profit) stocks
-7.30% - International profitability stocks
-4.61% - U.S. large stocks -7.94% - Global high yield bonds
-0.11% & -13.87% - U.S. small (value & profit) stocks -7.12% - CA municipal bonds
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 up almost 60%. That performance was on the heels of a 37.48% gain in 2019. ‘The market can’t go up every day,’ I always respond to one of my original clients when he mentions a big down day or a v…
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 since 2001.
Most times people come to us initially it's for a financial plan—which is a comprehensive review of their financial situation that includes a lifetime cash flow calculation and an a…
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 since 2001. Today, I want to talk a little bit about ESG investing—Environmental, Social and Global are what those three letters stand for. Some people haven't heard of it and some people are sort…
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ABOUT THE AUTHOR
BIO: At First & Main Financial, Alison Van Dyke helps clients with their financial lives. She has worked in Corporate Finance for Bank of America and Chase Manhattan Bank. Alison is pursuing the CFP® certification; she received her MBA at Georgetown and her B.A. in Political Science from UCLA.