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Oil, Inflation, and Tech Selloff Might Be 3 Strikes You�re Out

March 29, 2026

The Great American Pastime...the market (ha!).  Oil, inflation and a tech selloff might be three pitches the market just can’t shake off.  What adjustments might be made with mid-term elections on...

Inheritance and Grief: Psychological Vulnerabilities and Financial Implications

March 20, 2026   Sonoma Wealth Advisors

The transfer of wealth following the death of a loved one often coincides with a period of intense grief. This emotional state can impair cognitive functioning and decisionmaking, leaving heirs...

Understanding The Investor's Mind With Behavioral Finance

March 20, 2026   Sonoma Wealth Advisors

Financial markets are mathematics.  While that is technically true, as usual, there's more to the story.

The market is a collective of people, machines and conditions making decisions with the...

Spring Time Market D�j� Vu

March 20, 2026

There’s this feeling that this has happened before. 

There’s this feeling that this has happened before. 

As we approach a year since April 2025’s “Liberation Day” Tariff event, the market is...

Are Taxes Crushing Your Gains?

March 19, 2026

Most households treat taxes as a seasonal exercise in document collection. Meaningful wealth preservation demands something fundamentally different- proactive, year-round tax architecture designed...

Oil And Stocks Don't Mix

March 13, 2026

There’s a growing trend and interest among young people in nostalgia from the 1990’s.  Physical compact disc (CD) sales have actually grown in recent years, Barnes and Noble are actually adding...

The Oil Markets Knew

March 06, 2026

The main story in the market this week is the main story in the world- military activity in the Middle East.  What impact did it have on portfolios?  How did different asset classes react?  Time...