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March 2026
Inheritance and Grief: Psychological Vulnerabilities and Financial Implications

March 20, 2026   Sonoma Wealth Advisors

The transfer of wealth following the death of a loved one often coincides with a period of intense grief. This emotional state can impair cognitive functioning and decisionmaking, leaving heirs...

Understanding The Investor's Mind With Behavioral Finance

March 20, 2026   Sonoma Wealth Advisors

Financial markets are mathematics.  While that is technically true, as usual, there's more to the story.

The market is a collective of people, machines and conditions making decisions with the...