Resources

Decoding Difficult Topics and Questions
Addressing Your Money Questions, One Post At A Time
8 Ways We Think About Money

February 26, 2025

“Money’s all in your mind” sounds pretty hokey, doesn’t it? But trace every decision you’ve ever made in life, including your money. Where did it all flow from? Right 😉🧠. At Sonoma Wealth...

Great Expectations?

February 21, 2025

SWA Marketing Director and podcast host Dano Weir guest hosts this week with Chris Sipes CFP® to look at:

 

• Why consumer sentiment and market performance are completely dipolar this week.

•...

Leadership Spotlight: Jackie Egidio, MBA

February 15, 2025

What's the "greenlight" that brought Jackie Egidio to Sonoma Wealth? Our COO shares her story in the latest Get To Know Sonoma Wealth video.

Inflation Crashes The Party...Sorta

February 14, 2025

On this week's episode of our stock market show, On The Markets, Sonoma Wealth Managing Principals Daren Blonski and Chris Sipes examine:

• Why you may want Europe in your portfolio right now....

What Is Tax Planning?

February 10, 2025

We’ve all “done our taxes”. Gather up documents, send them in to your person or software program, maybe you get a check maybe you cut a check, depends on the year. But have you ever had a...

Tariffs And Not Overreacting

February 08, 2025

This week, our firm co-founders Chris Sipes CFP® and Daren Blonski CFP® look at:

• Why the states that voted Red in the 2024 election may have the most at stake in a trade war based on their...

A Look Inside 2024 Advisor Meeting

February 05, 2025

Sonoma Wealth Advisors gathers at Anaba Wines for its Fall/Winter 2024 Advisor Meeting, covering asset protection, digital tools, and holistic wealth planning.

AI's Sputnik Moment

February 01, 2025

Before you hit the chips and dip this weekend 🏈🏟️, we're taking a look at how the 24 Hour Trade War of 2025 (so far) hit the market, another great week for gold and Daren makes a huge call for the...