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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
Sonoma Wealth Advisors tackles the "AI Elephant" at its annual Advisor Meeting, gathering across offices to learn, connect, and problem-solve.
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
Sonoma Wealth Advisors opens a new Santa Rosa office inside the historic Rosenburg building on D Street, with in-person and virtual meeting options.
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...