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July 2025
Podcast: Summer Float
We sincerely hope you’ve found some “me”or family time or both so far this summer, perhaps just lazily floating in a body of water. According to Daren, that’s actually what happens with the market...
Sonoma Wealth Is An Advisor To Watch
AdvisorHub names Sonoma Wealth Advisors a 2025 RIA To Watch, recognizing the firm's scale, growth, and professionalism over the 2023-2024 period.
Podcast: Is The Market A Spidey Meme?
It's a classic “meme” (the internet’s version of a newspaper cartoon)- an old clip from the Spider-Man cartoon show with two Spider-men (mans?) pointing at each other claiming to be the “real”....
Podcast: The Print Money Deluxe
If you ever made your own greeting cards or birthday invitations in the 90’s, then you probably used a program called Print Shop Deluxe. Long before Canva or Photoshop, this was what you’d use to...
Podcast: 4 High Rate Strategies
We’re in year 3 of interest rates being basically 2-4x what they were the prior 3 years. Just this past month, June 2025, Fed Chair Jerome Powell said “For the time being, we are well positioned to...