A calm, practical guide for women facing the loss of a spouse: what to focus on in the first 90 days, which decisions can wait, and how to guard against fraud.
Two and a half trillion dollars. One trading day. That's the kind of number that makes you check your account before you've even finished your coffee. But the size of the drop only tells you so...
Large cap stocks fell Friday as Amazon, Google and Intel earnings repriced AI expectations while the Fed held rates steady and Treasury yields eased. This week on On The Markets we explain why the...
What happens when you hand a year of market slide decks to an AI and ask it to analyze if we're in an AI bubble? Sonoma Wealth Marketing Director Dano Weir did exactly that, feeding every deck...
Growing wealth is essential to long-term financial security. Being thoughtful about taxes can help you keep more of what you earn.
AI chip stocks experienced their fair share of volatility this week, despite how the week ended. Is this further rumblings of an AI selloff? Or something else entirely? Let's find out On The...
Last month, the teams at Sonoma Wealth Advisors, Fermata Tax, and Fermata 401k gathered at the Fairmont Sonoma Mission Inn for our annual advisor meeting—a time to learn, reconnect, and strengthen...
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...
"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...
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.