In The Press

Features For Our Advisors in Popular Media
How to Realistically Save for Retirement

March 18, 2024

Transferring a set amount of money once or twice a month from your checking account into a 401(k) plan or Individual Retirement Account (IRA) simplifies the task and will result in more disciplined...

Sonoma Wealth Advisors selected for AdvisorHub 50 RIAs to Watch

October 24, 2023

100 RIAs To Watch These one-hundred advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.

Expert Insight on Financial Literacy for Neurodiverse People

October 20, 2023  Daren Blonski

What are the biggest challenges that neurodiverse people face when it comes to financial management?

How Does Life Insurance Work?

October 07, 2023  Daren Blonski

What is the most important factor to consider when selecting a life insurance policy?

Best Life Insurance Companies in May 2023

October 03, 2023  Daren Blonski

What type of person should look into buying life insurance?

What is a certificate of deposit (CD)? Everything you need to know about CD accounts

September 21, 2023  Ellen Chang and Ashley Barnett

A certificate of deposit (CD) is a type of savings product offered by financial institutions that allows you to lock in an interest rate (usually expressed as an APY) for a set amount of time.

Hear From the Experts on Navigating Bankruptcy

May 11, 2023  Daren Blonski

People and businesses dealing with unmanageable debt may be able to turn to bankruptcy as a legal solution.

The 6 best long-term investments to grow your money over time

February 22, 2023  Holly Johnson

Regardless of whether you use a traditional financial advisor, a robo-advisor or you do all your investing yourself, there are myriad ways to invest your hard-earned cash.

Three things crypto investors need to know in a post-FTX world, according to financial advisors

December 02, 2022  Tanaya Macheel

Three things crypto investors need to know in a post-FTX world, according to financial advisors


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Daren Blonski Interview with Digital Assets Council of Financial Professionals (DACFP)

March 14, 2022

What is the stock-to-flow model and how does it play into an investment thesis? What are the proxy options for getting access to the crypto markets? Find out from Daren Blonski.

Advisor Interest And Investments In Crypto Are Soaring, New Study Finds

January 26, 2022  Tracey Longo

Both financial advisor and investor interest in cryptocurrencies is soaring, with the number of advisors investing in digital assets doubling in 2021

Morningstar Suggests Vanguard Has Strayed Far From Jack Bogle's Vision

December 17, 2021

Even more surprising, however, are the Advice Select funds, which are actively managed and exclusive.

November 01, 2021

William M. Harris, president of WH Cornerstone Investments in Duxbury, Mass., which custodies assets at Schwab, said he pays about $6,000 annually for E&O coverage.

How Advisors Are Positioning Client Portfolios For Inflation

October 15, 2021  Tracey Longo

As significant inflation grips America, a growing number of advisors are focusing investors on how it can erode not only their purchasing power, but any significant money they leave sitting in cash.

Social Security Benefits To Get Biggest Increase In 40 Years

October 13, 2021

Johnson said the Senior Citizens League has launched an online petition advocating for a $1,400 stimulus check for older and disabled Social Security beneficiaries.

What Is a Financial Consultant?

September 09, 2021  Ellen Chang

The financial services industry employs a mix of professionals, such as financial consultants and financial advisors, who use titles interchangeably to guide people

June 04, 2020  Jason Hartman

I have been investing in the stock market since I was in my early teens and I figured a move into the financial services industry might be a good fit for me.

What to Know About Investment Fees

March 03, 2020  Ellen Chang

Slashing the fees that retirement and investment fund providers charge can generate additional income in your 401(k) or brokerage account.

Co-Founder of Enso Wealth to Start New RIA

November 25, 2019  Asia Martin

Daren Blonski, co-founder of Enso Wealth, a home for Edward Jones' breakaways, leaves to start his own RIA, Sonoma Wealth Advisors.

Schwab, TD Ameritrade Deal Would Reshape RIA Landscape

November 21, 2019 Staff

The $26 billion deal, if approved, would put Schwab on equal footing with the wirehouses, and put pricing pressure on the upper levels of wealth management. Smaller advisors beware.

Why a Money Market Account May Be a Better Choice Than a Savings Account

November 16, 2019  Ellen Chang

Money market accounts are typically more robust savings accounts that yield higher interest rates while allowing the consumer to write checks and pay for purchases with a debit card.

How an Advisor With Dyslexia Uses His Strengths to Help Clients

October 31, 2019  Jane Wollman Rusoff

Having dyslexia clearly presents challenges. But here’s a dyslexic financial advisor who plays to his strengths — qualities and abilities with which dyslexia has in fact equipped him.

4 Myths About Financial Advisors

August 30, 2017  Dawn Reiss

Misconceptions abound over professional titles, fees, client wealth and just what an advisor can do.