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October 2025
Podcast: Trick Or Treat From Fed Cuts?
There was always that one house...that rumor that everybody on D Street in Petaluma didn’t just have “fun size”, they had FULL SIZE candy bars. As we sit here on Halloween night, is the Fed President
Podcast: Run It Hot
Consumer Price index (inflation) burning at 3% still, stocks in and around the all-time high neighborhood, valuations of companies with no profits through the roof and just for kicks, even more Fed cu
A Look Inside Our 2025 Advisor Meeting: Focus On AI
We serve our clients at our offices across Northern California, but once a year, we gather together to learn, connect and problem solve. There's no getting around the AI Elephant in 2025, so we...
Podcast: Shutdown Vibe Check
Entering Day 16 of the 2025 Federal Government shut down. Last week the market seemed to shrug it off. But for how long? Gold? Bonds? This is a time when, as the kids these days now like to say...
New Santa Rosa Office Now Open
We are excited to announce the opening of our NEW Santa Rosa office at 250 D St. Suite 204. Located inside the historic Rosenburg building in downtown Santa Rosa, this classically restored space...
Podcast: Government Shut Down and Trade Tensions. This Is Fine.
Air traffic control, National Parks, half the IRS, NASA, health agencies all shut down...the market took a minute, but now in tandem with new Chinese tensions, the market is reacting. Negatively...
Podcast: Ai Cycle That's Feeding Itself?
You just sort of wake up and are in a cycle that you don't know how it started and it's unclear when it'll end. The money has money, the money goes to the performance, the performance is Ai...