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Podcast: When Good News Isn't Enough
Inflation numbers show a significant decline, but the market couldn't have cared less this week. Spiking oil amid new mid-east turmoil lead the narrative this week, outshining inflation or easing...
Podcast: This Man Is Holding $20k
If you had $55,000 cash, buying 10 unopened boxes of used video games probably wouldn't be the first investment you'd choose. But when you're Jason and Rebecca Moorhouse of Petaluma, you have a...
Podcast: Are Market Cracks Starting To Show?
A chip pullback? A "double bottom" fail? Are they just flipping a coin in the Strait of Hormuz? Is the market starting to show signs of AI fatigue? Or is this all just dog days of summer low trade...
Podcast: New Market, Same Humans
Despite ongoing conflict in the Middle East, the market's narratives and volume this week definitely had a "summer break" feeling. Daren and Chris take a deep dive on how human behavior remains a...
Podcast: Keeping Millions Sparkling
Protecting millions in luxury automobiles and millions in real estate takes two qualities- precision and trust. We are excited to share the entrepreneurial stories of Ivan Jimenez of Sonoma Auto Spa..
Podcast: Is AI Falling Back To Earth?
SpaceX debuted at $150, surged to $232 in four days on a wave of AI excitement, then lost 34% of its value in a single week. It was the most hyped, most AI-adjacent IPO of 2026 — and when it turned, t
Sonoma Wealth Supports Sonoma Fireworks
Sonoma Wealth Advisors is proud to support the 2026 Hometown Fourth Of July Parade, Festival and Fireworks show on the Sonoma Square. Named the eighth best 4th of July celebrations in the country...
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...