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Category: Industry News

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

Mon, October 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 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…

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

Wed, June 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 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…

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

Tue, June 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 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…

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…

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