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Sonoma Wealth Advisors Independent fiduciary advisors based in Sonoma, CA — helping families across the country plan, invest, and retire with confidence.

10/23/2026

AI chip stocks experienced their fair share of volatility this week, despite how the week ended. Is this further rumblings of an AI selloff? Or something else entirely? Let's find out On The Markets.

This week Sonoma Wealth Managing Principals Daren Blonski CFP® and Marketing Director Dano Weir:
• A bottom for small and mid caps? Why the rest of the market may actually start pulling it’s weight soon.
• You heard the Mag 7 were “down”? Daren’s got the charts to show why AI chip stocks are actually just trading sideways.
• Gold sits at a critical juncture, and Bitcoin needs to decide who it wants to be.

Audio only on
Apple Podcasts https://podcasts.apple.com/us/podcast/on-the-markets/id1802984526
Spotify https://open.spotify.com/show/2YqyNLN7mcBApS5RL2piAj

Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis

10/22/2026

Time together. Fresh perspective. Shared purpose.

Last month our family of firms, Sonoma Wealth Advisors, Fermata Tax, and Fermata 401k, gathered at the Fairmont Sonoma Mission Inn & Spa for our Annual Advisor Meeting.

Through ongoing education and sessions focused on mindfulness and balance, portfolio design, and team dynamics, we made time to exchange ideas and strengthen the way we work together.

An opportunity to step back, deepen relationships, and return with new tools for the evolving world of finance. Here's a look at the day and the team that makes it all happen.

Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.

📸: Fours Media

10/21/2026

Why do women join a giving circle? For Impact100 Sonoma members, it's about more than networking.

On our podcast It's All Money, Leslie Blankenship and Cristine McMillan of Impact100 Sonoma joined us to talk about this women's giving circle, which pools members' donations into large grants for Sonoma Valley nonprofits. Two members from our own team shared why they joined. Sonoma Wealth Advisor Shelby Wirick joined within the past year, looking to connect with women from all different backgrounds who are there to make a difference. Sonoma Wealth COO Jackie Egidio, a member for about 10 years, remembers being inspired by the group's early $100,000 grants as a new member and young mom.

Watch the full episode: https://youtu.be/vUxrKajlQj8

The 2027 membership drive is underway. Each member donor gives $1,200 a year, with $1,000 going directly to grants, and women who join or renew by December 31 can vote on next year's grant recipients. Join here: https://impact100sonoma.org/Join-or-Renew/

See it in person: Impact100 Sonoma's Grant Recipients Update Meeting is open to the public for the first time this year. It's on Thursday, October 22, 2026 from 4 to 6 p.m. at the Sebastiani Theatre in Sonoma. You'll hear the 16 most recently funded nonprofits share what their grants made possible. Walk-ins are welcome, but they'd appreciate it if you register: https://www.impact100sonoma.org/event-6584995

Book Your Wealth Analysis: https://sonomawealthadvisors.com/book-your-wealth-analysis?utm_source=facebook&utm_medium=social&utm_campaign=iam-2026-MM-DD&utm_content=firm

Thanks to Matt and Brooke Sevenau for the hospitality in their new recording space at 521 Broadway.

10/19/2026

What makes a women's giving circle different?
Impact100 Sonoma is over 330 women right here in Sonoma County donating $1200 each to meaningful causes in our area. How does the organizational makeup of this group fundamentally change the approach? And why are women's giving circles on the rise across the country?
Board President Leslie Blankenship and Communications Chair Cristine McMillan joined Sonoma Wealth's own Jackie Egidio and Shelby Wirick on our in-house podcast It's All Money to discuss these key questions, in advance of their annual event this month.

Full episode with Impact100 here: https://youtu.be/vUxrKajlQj8

See it in person: Impact100 Sonoma's Grant Recipients Update Meeting is open to the public for the first time this year. It's on Thursday, October 22, 2026 from 345p to 6 p.m. at the Sebastiani Theatre in Sonoma. You'll hear the 16 most recently funded nonprofits share what their grants made possible. Walk-ins are welcome, but they'd appreciate it if you register: https://www.impact100sonoma.org/event-6584995

Thanks to Matt and Brooke Sevenau for the hospitality in their new recording space at 521 Broadway.

10/17/2026

What happens when 100 women each give $1,000? In 2009, two Sonoma Valley women bet it could add up to a $100,000 grant big enough to change their community. That idea became Impact100 Sonoma.

On the latest It's All Money, Leslie Blankenship and Cristine McMillan of Impact100 Sonoma explain how a women's giving circle works and why pooling your money can go further than giving on your own. Cristine says that 16 years in, the group has 330 members and has granted close to $5 million to local nonprofits, from Schellville to Kenwood. Hosted by Sonoma Wealth's COO Jackie Egidio and Advisor Shelby Wirick.

Watch the full episode: https://youtu.be/vUxrKajlQj8

See it in person: for the first time, Impact100 Sonoma's Grant Recipients Update Meeting is open to the public. It's Thursday, October 22, 345pm to 6 p.m., at the Sebastiani Theatre Foundation in Sonoma. You'll hear the 16 most recently funded nonprofits talk about what their grants made possible. Walk-ins are welcome, but registering helps: https://www.impact100sonoma.org/event-6584995

Book Your Wealth Analysis: https://sonomawealthadvisors.com/book-your-wealth-analysis?utm_source=facebook&utm_medium=social&utm_campaign=iam-2026-MM-DD&utm_content=firm

Thank you to Brooke and Matt Sevenau for the filming space at Industry at 521 🙌

Tech stocks pulled back this week as investors questioned the debt funding the AI buildout, while the Dow gained 550 poi...
10/16/2026

Tech stocks pulled back this week as investors questioned the debt funding the AI buildout, while the Dow gained 550 points Thursday as money rotated into other sectors. With the 10-year Treasury yield above 5% and September inflation at 3.7%, borrowing costs are now part of the AI story.

This week Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Marketing Director Dano Weir:
• You think your inflation is high at the grocery store? Why business inflation makes it look tame.
• Are tariffs to blame? How is it possible that imports and exports are both spiking?
• Is the AI market finally giving up the ghost? Or is this another speedbump on the way back to all-time highs? Daren’s got a chart that shows one view of the market actually had a good week.

See the full episode here: https://youtube.com/live/1cnaeqyMI_0

10/16/2026

Tech stocks pulled back this week as investors questioned the debt funding the AI buildout, while the Dow gained 550 points Thursday as money rotated into other sectors. With the 10-year Treasury yield above 5% and September inflation at 3.7%, borrowing costs are now part of the AI story.

This week Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Marketing Director Dano Weir:

• You think your inflation is high at the grocery store? Why business inflation makes it look tame.

• Are tariffs to blame? How is it possible that imports and exports are both spiking?

• Is the AI market finally giving up the ghost? Or is this another speedbump on the way back to all-time highs? Daren’s got a chart that shows one view of the market actually had a good week.

Audio only on
Apple Podcasts https://podcasts.apple.com/us/podcast/on-the-markets/id1802984526
Spotify https://open.spotify.com/show/2YqyNLN7mcBApS5RL2piAj

Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis

On a special episode of It's All Money, Sonoma Wealth COO Jackie Egidio and Financial Advisor Shelby Wirick dive deep on...
10/16/2026

On a special episode of It's All Money, Sonoma Wealth COO Jackie Egidio and Financial Advisor Shelby Wirick dive deep on supporting critical needs in the Sonoma Valley with Leslie Blankenship and Cristine McMillan of Impact100 Sonoma.

See the full episode here: https://youtu.be/vUxrKajlQj8

In this episode you'll discover:
•How this women's giving circle began and the power of donating nearly $5 million directly back to the Sonoma Valley area.
• The feedback from local nonprofits after COVID that changed the whole grant model, and got the chapter recognized nationally.
• How Donor Advised Funds, a charitable account many people have never heard of, can turn one big tax year into years of giving.

Whether you're thinking about joining, giving, or just want to see what a few hundred neighbors can do together, this episode of It's All Money highlights the power of local giving up close.

See it in person: Impact100 Sonoma's Grant Recipients Update Meeting is open to the public for the first time this year. It's on Thursday, October 22, from 4 to 6 p.m. at the Sebastiani Theatre in Sonoma. You'll hear the 16 most recently funded nonprofits share what their grants made possible. Walk-ins are welcome, but they'd appreciate it if you register: https://www.impact100sonoma.org/event-6584995

Thanks to Matt and Brooke Sevenau for the hospitality in their new recording space.

Everyone treats an inheritance like a windfall. Most people find out it isn't.Friends say congratulations. A sibling ask...
10/16/2026

Everyone treats an inheritance like a windfall. Most people find out it isn't.

Friends say congratulations. A sibling asks what you're going to do with it. The IRA has a clock on it. And underneath all of that, someone you loved is gone.

That gap, between what the money looks like from the outside and what it feels like from the inside, is what our Managing Principal, Daren Blonski, writes about in "The Inheritor's Dilemma". It's for people who just inherited, people who will, and people trying to leave something without leaving a mess.

If you're in the middle of this right now, what has someone already asked you to decide?

Search "The Inheritor's Dilemma" on Substack.

10/15/2026

Public pensions just hit their best funding level since 2009. They're still only 85% funded.

Underneath every pension, and Social Security, there are investments. When they fall short, someone has to make up the difference.

In this clip from It's All Money, we get into:

→ What "underfunded" actually means for retirees
→ Why Social Security won't fold, but its trust fund is a different story
→ Why some fire department pensions are asking members for cash in exchange for retiring early

If you're counting on a pension, does your plan assume it pays 100%?

See our full episode on Social Security timing with Daren, Dano and Clay
Full episode: https://youtu.be/7TqbtJwMo_k
Book your wealth analysis: https://sonomawealthadvisors.com/book-your-wealth-analysis?utm_source=facebook&utm_medium=social&utm_campaign=iam-2026-10-15&utm_content=firm



Source: Equable Institute, State of Pensions 2026 https://equable.org/report/state-of-pensions-2026/

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Sonoma, CA
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