Yeah yeah yeah, tech stock tech stock tech stock, what about GOLD though? That's what Daren's been thinking this year. This week On The Markets, SWA Principal Daren Blonski and Chris Sipes look...
Meet Clay Dunkle, CFP®, born and raised a mile from our Sonoma office. See how a childhood gift from his grandmother sparked his investing career.
FOR THE RECORD- this episode was recorded on Aug 21 2024. And just so happens to mention why Daren Blonski, CFP® typically in his experience advises against big portfolio moves in...
Meet Shelby Wirick, a Sonoma Wealth Financial Advisor with a decade of Fortune 500 leadership experience, now teaching Financial Peace University locally.
An episode on CDs? Before you fall asleep, ask yourself: why are some clients seeking Certificates of Deposit in this high interest rate environment? How do they differ from Money Market accounts?...