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Decoding Difficult Topics and Questions
Addressing Your Money Questions, One Post At A Time
Is the AI Bubble Being Tested? Debt, 5% Yields and the Rotation Out of Tech

October 16, 2026

Tech stocks pulled back this week as investors questioned the debt funding the AI buildout, while the Dow gained 550 points Thursday as money rotated into other sectors. With the 10-year Treasury...

Inside Impact100 Sonoma: The Women's Giving Circle Changing Sonoma Valley

October 14, 2026

"The women have taken over It's All Money!" - Jackie Egidio, 2026

 

On a special episode of It's All Money, Sonoma Wealth COO Jackie Egidio and Financial Advisor Shelby Wirick dive deep on...

Strategic Philanthropy in Focus: Legacy Giving, Donor-Advised Funds, and the Future of Charitable Impact

October 12, 2026   Shelby Wirick, AlF®, Financial Advisor, Sonoma Wealth Advisors

Charitable giving in the United States has grown steadily even through periods of economic uncertainty. What has changed is not only the amount being given but the way it is being given.

Bond Market After a Lost Decade Lessons for Investors

October 09, 2026

Bonds are historically known to be the safe part of your portfolio, but over the past decade they've seemed anything but. Looking at rolling 10-year returns, U.S. bonds are now in their worst...

Social Security at 62 vs 70: What to Know Before You Claim

October 08, 2026

Would you take $20 now or $40 in a week? Deciding when to claim Social Security can feel like the same test, with far more money on the line. Sonoma Wealth Managing Principal Daren Blonski CFP®...

The Jobs Report Was Bad. Stocks Rose. Here's the Catch.

October 02, 2026

The September jobs report came in well short of expectations, and stocks rose anyway. On The Markets this week looks at why a weaker payroll print pushed the odds of an October Fed hike lower, and...

Daren Blonski Returns to Mentor La Luz Leadership Academy

September 30, 2026

Managing Principal Daren Blonski was once again honored to support the La Luz Leadership Academy this month, continuing a partnership he holds close to his heart.

 

Founded in 1985, La Luz (“The...

Why Have Bond Yields Risen To Their Highest Level Since 2004?

September 30, 2026

The 30-year Treasury yield reached 5.48 percent on September 24, the highest since 2004, with the 10-year near 5.21 percent and the 2-year at 4.93 percent. This week on On The Markets we explain...

The Fed Just Raised Rates. Here's What Changes for Your Money.

September 18, 2026

This week the Federal Reserve raised its benchmark rate by a quarter point to 3-3/4 to 4 percent on September 16, its first hike in over three years. On this episode of On The Markets, we break...

Why Treasury Buybacks Are Not Lowering Bond Yields

September 12, 2026

Secretary Bessent tripled long-end buybacks to push yields down, but the 10-year is holding near 4.95% and the 30-year hit 5.27% as inflation expectations repriced on tariffs and energy. Interest...

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