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Podcast: Same Rate, New Fed
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...
Podcast: How New Fed Affects Mortgages
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...
Podcast: Trump Accounts - A Win For Grandkids?
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 expect...
Podcast: This Week the Market Ran on Oil and Inflation
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 would...
Sonoma Wealth Nominated For Award
Our firm, Sonoma Wealth Advisors, has been nominated in the Best Financial Advisor category in the Sonoma Index Tribune’s People's Choice Awards 2026.
This nomination is an honor for us,...
Podcast: What Is The Dot Plot?
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...
Podcast: Stock Market/Economic Disconnect
In the month of May 2026, The Dow hit a record high on the exact same day consumer sentiment hit an all-time low — and that disconnect is telling us something important. Wall Street is celebrating...
Behind the Firm: Jackie Egidio on Running Sonoma Wealth Advisors
What's it really like running a financial firm with 12 advisors, thousands of clients and $1 billion Assets Under Management? Find out as Sonoma Wealth Chief Operating Officer Jackie Egidio steps...