Last month, the teams at Sonoma Wealth Advisors, Fermata Tax, and Fermata 401k gathered at the Fairmont Sonoma Mission Inn for our annual advisor meeting—a time to learn, reconnect, and strengthen...
Tech stocks pulled back this week as investors questioned the debt funding the AI buildout, while the Dow gained 550 points Thursday as money rotated into other sectors. With the 10-year Treasury...
"The women have taken over It's All Money!" - Jackie Egidio, 2026
On a special episode of It's All Money, Sonoma Wealth COO Jackie Egidio and Financial Advisor Shelby Wirick dive deep on...
Charitable giving in the United States has grown steadily even through periods of economic uncertainty. What has changed is not only the amount being given but the way it is being given.
Bonds are historically known to be the safe part of your portfolio, but over the past decade they've seemed anything but. Looking at rolling 10-year returns, U.S. bonds are now in their worst...
Would you take $20 now or $40 in a week? Deciding when to claim Social Security can feel like the same test, with far more money on the line. Sonoma Wealth Managing Principal Daren Blonski CFP®...
The September jobs report came in well short of expectations, and stocks rose anyway. On The Markets this week looks at why a weaker payroll print pushed the odds of an October Fed hike lower, and...