Resources

Decoding Difficult Topics and Questions
Addressing Your Money Questions, One Post At A Time
How Much Does Pain Cost?

October 30, 2024

It's a story you've heard before- you've got back pain, or knee pain, perhaps from running or too many years stuck at a computer. When you have a medical concern, if you have health coverage, you...

Advisor Spotlight: Chris Sipes CFP®

October 29, 2024

Meet Chris Sipes CFP®, Founder and Managing Principal of Sonoma Wealth Advisors, in our Get To Know Sonoma Wealth video series on his approach to investing.

Market Smelling Inflation?

October 25, 2024

Chart-loving Candlestick fans unite, SWA Principal Daren Blonski returns to the show! He and SWA Principal Chris Sipes break down why the "inflation" that was allegedly "over" from a "soft...

Where Are We In The Cycle?

October 18, 2024

SWA Principal Daren Blonski is on assignment again this week (but back next week!), so SWA Principal Chris Sipes and Marketing Director Dano Weir take the reins of On The Market and look at:

 

•...

F Is For Fiduciary

October 16, 2024

Broker, money manager, wealth manager, private banker, accountant, stock broker, investment advisor...financial services has so many titles for very similar positions. Host Dano Weir dives into a...

Higher and Higher?

October 11, 2024

SWA Principal Daren Blonski is on assignment today, so SWA Principal Chris Sipes and Marketing Director Dano Weir take the reins of On The Market and look at: 

  • The importance of giving...

Market Squeeze

October 04, 2024

The cascade effect of the Fed lowering interest rates and increased liquidity is becoming evident.  This week, SWA Principals Chris Sipes and Daren Blonski look at: 

  • Why Chris says numerous...

76% of Parents Would Rather Talk Politics Than Money With Their Kids

October 03, 2024   Sonoma Wealth Advisors Team

A new survey found parents open up about politics more easily than money, and Daren Blonski explains why the "Google generation" may change that.

The 1 Answer That Could Determine Where All Your Money Is Invested

October 02, 2024

Risk tolerance probably doesn't feel like a key to financial success for you. Did you know your reported risk tolerance could determine where and what investments your entire portfolio goes into?...