Protecting millions in luxury automobiles and millions in real estate takes two qualities- precision and trust. We are excited to share the entrepreneurial stories of Ivan Jimenez of Sonoma Auto...
Estate planning in 2026 can feel more complex than ever. Rising asset values, shifting tax legislation, and growing philanthropic ambitions have made the decisions families face more consequential...
SpaceX debuted at $150, surged to $232 in four days on a wave of AI excitement, then lost 34% of its value in a single week. It was the most hyped, most AI-adjacent IPO of 2026 — and when it...
Sonoma Wealth Advisors sponsors the 2026 Hometown Fourth Of July Parade, ranked the 8th-best Fourth of July celebration in the country.
Kevin Warsh is the new Fed chair, and real estate buyers (and sellers) want to know what that means for mortgage rates. In his first Fed Meeting this week, rates held, with 9 governors indicating...
The Federal Reserve just held interest rates steady — but for the first time in years, the bigger story isn't the number, it's the man behind the decision. Kevin Warsh walked into his first FOMC...
This week oil prices whipsawed on Iran headlines while a hot inflation print kept the Fed boxed in, and together they drove the narrative in the market. Is the war actually over...again? How...
Last summer Congress created a brand new savings vehicle for minors called the “Trump Account” or 530A account. For families building generational wealth, the rules might not be what you'd...
Sonoma Wealth Advisors is nominated for Best Financial Advisor in the Sonoma Index-Tribune's 2026 People's Choice Awards. See how to cast your vote.
The Fed may soon scrap a tool called the dot plot...and most people have never even heard of it. But it has quietly shaped every mortgage rate, bond yield, and retirement projection in the last 14...