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Sonoma Wealth Advisors
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Добавлен 1 авг 2019
Talking and teaching money and finance, the Sonoma way. Less handkerchiefs and stuffy suits, more down-to-earth, straight talk. We believe knowledge and education about money and the markets should be available to everyone.
Enjoy the show!
To find out how we can help you and your family on your wealth journey, check out www.sonomawealth.com.
Enjoy the show!
To find out how we can help you and your family on your wealth journey, check out www.sonomawealth.com.
Get To Know - Clay Dunkle, CFP®, AIF®
Clay was born and raised in Sonoma about a mile from our home office. Having grown up here playing baseball, basketball, and soccer, he has gotten to know many of the local families that make our town so special. Now, as a financial advisor and a youth baseball coach, he is strengthening those relationships and building many new ones.
Clay’s interest in investing began in his early teens when his grandmother gave him The Warren Buffett Book of Investing Wisdom by Robert L. Bloch. He became enamored with the investing legend’s life story and investing style. This experience began his endless love of education and all things investing.
Clay is a CERTIFIED FINANCIAL PLANNER™, and Accredited As...
Clay’s interest in investing began in his early teens when his grandmother gave him The Warren Buffett Book of Investing Wisdom by Robert L. Bloch. He became enamored with the investing legend’s life story and investing style. This experience began his endless love of education and all things investing.
Clay is a CERTIFIED FINANCIAL PLANNER™, and Accredited As...
Просмотров: 7
Видео
Get To Know - Shelby Wirick, Financial Advisor
Просмотров 79 часов назад
Shelby Wirick is a Financial Advisor for Sonoma Wealth Advisors. Shelby has enjoyed a dynamic career in finance and corporate executive management, encompassing over a decade of service with internationally renowned Fortune 500 companies. In that time, Shelby has developed an affinity for leadership and talent development, helping her co-workers maximize their full professional potential. Shelb...
Are CDs "No Risk" ?
Просмотров 26День назад
That's right, it's an episode on CD'S!!! WAIT Before you hit the Snooze Bar 💤... Why are some people seeking good ol' Certificates of Deposit in this high interest rate environment? How do they differ from Money Market accounts? Are they actually "no risk", "low risk" or something else? And just what IS the risk of a CD or Money Market? Hosts Dano Weir and Daren Blonski, CFP® dig in the investm...
The Back To School Choice That Could Be Costing you 155% MORE
Просмотров 5421 день назад
Back to school costs are hitting all-time highs, but just what does that mean for the average family? Daren and Dan break down the averages category by category, float a theory about what's driving them and the shocking real-life test Dan ran that showed how your choice of store could increase your prices 155%. It's All Money is powered by Sonoma Wealth Advisors in Sonoma, CA. We value communic...
Get To Know - Chris Sipes CFP®
Просмотров 30Месяц назад
Chris brings over 13 years of experience in the financial industry to Sonoma Wealth Advisors. As a co-founder of Sonoma Wealth Advisors, he operates as the Chief Compliance and Investment Officer. Chris is passionate about investing and is continuously exploring proven strategies and techniques to assist clients in reaching their financial goals. Learn more about Chris and Sonoma Wealth Advisor...
It's All Money - Why Does The Stock Market Even Exist?
Просмотров 120Месяц назад
It's All Money - Why Does The Stock Market Even Exist?
It's All Money - Should I Put Everything In A 5% Money Market?
Просмотров 543Месяц назад
It's All Money - Should I Put Everything In A 5% Money Market?
It's All Money - Episode 0, 3 Moments From Your Life In Money
Просмотров 1432 месяца назад
It's All Money - Episode 0, 3 Moments From Your Life In Money
It's All Money - 1 Change To Your Mortgage Could Save You 6 Figures
Просмотров 2072 месяца назад
It's All Money - 1 Change To Your Mortgage Could Save You 6 Figures
Sonoma Wealth Advisors Adds Tax Services
Просмотров 455 месяцев назад
Sonoma Wealth Advisors Adds Tax Services
Super Dudes! 💵💵💪💪😎
Brother what the fuck are you talking about about
Ong I’ve never considered rich people being scared to go into the dollar store
Hate these stupid comparison vids, its simple economics, I am wealthy enough to not care about such petty costs, that should be your goal.
Spending double on something because you can is not a wise fiscal move, no matter how wealthy you are.
@@datchillingdude02 When you get the right item though it's wise. HE GOT THE WRONG PLANNER FROM THE DOLLAR STORE. Also don't say all pencils are the same. EVER ESPECIALLY AROUND A MATH TEACHER.
bring us back to the dollar menu days
Great podcast! Loved the insights and info shared. The intro was 🔥 really grabbed my attention!
Blackrock is buying up the sellers.
Chris called it about IAU. Up.
bonds need a lot more green!
we do not need a socialist economy. we need capitalism to be unleashed.
whose paying for the $25,000? Brock and others. NO free lunch.
government inflation data is totally misleading.
Super Duo - Blonski-Sipes!! 💪💪
The young Dutch Republic founded the VOC ("Dutch East India Company") to fight the Spanish and Portuguese enemy in Asia, and therefore got the Dutch monopoly on trade East of the Cape (South Africa) to finance the war over there. It wasn't all over the world. Nontheless once having captured some Portuguese trading posts the board realized there were much more possibilities than initially anticipated. But the initial shareholders were often very ordinary people, carpenters and maids for example, so the public stock company was the product of high trust in institutions and a literate population with relatively even spread wealth. So the VOC had to pay dividend rather than reinvest it's profits, the stock exchange became the solution. It got the modest shareholders their quick ROI while the rich merchants bought their shares because they had the patience to build generational wealth. Eventually the VOC would not pay dividends until 1633, 31 years after it's foundation, when it had grown to a huge company. In the mean time, the Dutch Republic got filthy rich from dominating the far bigger and far more frequent and less adventurous European trade. This was down to industrialized building of efficient specialized merchant ships, but also to the Amsterdamse Wisselbank, a de facto central bank, keeping Dutch money reliable and interests low. This got many people so rich they played around with money and tulips, attracting people who still had to get rich to get involved for a quick profit. Tulips came from Turkey but already in the 15th century and through Antwerp, that got marginalized and taken over by Amsterdam because the Dutch Republic had split off from the Spanish Empire and was fighing it's 80-year war for independence and growing tulips on reclaimed land. Land reclamation projects were also financed by the public stock company model since the early 1600's, but that is all of the connection to the Dutch East India company. The tulip market crashed hard, the bubble burst, many of the people trying to get rich from it went bankrupt, but it didn't even cause a ripple in the Dutch Republic's economy or affect the rich tulip investors significantly. They just kept shipping Europe's wheat, wood, iron, cloth, whatever. It did cause financial regulation though. The financial centre shifting to London was the product of the Dutch Republic invading Britain for French reasons. The Dutch Republic couldn't have Louis XIV's France teaming up with the British and their navy again to attack the Dutch, so Britain had to be made in ally by taking the throne. This did not only lead to it's current constitutional monarchy and Bill of Rights, but also to the mondernization of the British economy and the foundation of the Bank of England. The British now could become competitive in trade and embrace the Dutch concept of mare liberum, free trade, instead of attacking Dutch merchant ships. So some say the Dutch caused their own decline as the world's economic superpower, but the Dutch as the original capitalists simply got more of their bigger ROI through London instead of Amsterdam, money has no borders, while the British had to take the heat of geopolitics now. The problem for the Dutch though was that it was no longer the pressure cooker of the early modern period, putting the mondern in it, and having to fight for it's survival against much bigger enemies all the time. It became a lacklustre country of rentiers. It still took until around 1800 though before the British Empire took over as the world's biggest trader.
I’d correlate tulips to cabbage patch kids or beanie babies, whatever hot collectible it is at the moment.
10:33 i disagree- the S&P I don't think is not performing strongly as a whole; you only need to look at RSP equal weight. the mag-7 is making the whole market look good. its actually potentially very toxic if performance is so concentrated within a very small number of stocks. good video otherwise. thanks
First🤫☝🏿
At the end you said money market accounts (and I assume high yield savings and other similar tools) are “not the greatest place for it NO MATTER HOW MUCH IT’S MAKING”. Really? If a money market account were making 30% and CPI were 3% then you would still say it’s “risky” to have it all there? I know you’re trying to simplify or make it easier or something but this is absurd. You also keep dodging the explanation of what the risk of these tools is. If 5% is well since inflation at a moment in time, and these are highly liquid so you can switch to something later when rates fall, then what’s the risk? You keep saying there’s an opportunity cost because inflation is eating your money away with these tools but that keeps assuming inflation is higher than these. Both change.
There is no risk if it's a bank that's legit
@@cultleader3572 the only risk he mentioned, repeatedly, was the risk of not earning more than inflation. He didn’t mention bank failures, for example.
5% in moneymarket? Bitcoin does that in 10minutes. This old Boomer advice won't work anymore with inflation and currency debasement.
We know what bi means
This video pissed me off because of how long it took you to say biweekly and 26 payments
Why tf would you waste my time
Buddy just scroll not that hard
Shit video, you said biweekly for like 90%of the video,
This goes for everything! Stop buying products that are overpriced and the big corporations will lower the prices!
McDonald's 5 dollar value menus are just 3 dollar menu items...
I can tell you that a Wendy’s sandwich is not equivalent to market pricing as fish from a gourmet restaurant. Whoever thought this one up needs to go and actually eat the Wendy’s food
It’s gonna take them a long time to earn my business back. Damn hamburglars.
Because they are fucked without us .
man remember when it was a $1 value meal you know like 10 years ago...
It's not surge pricing guys... they are testing to see if we will pay any price they dang well choose, just to see if they can get away with it. All big businesses are doing it. They get a quick boost in profit shares that only go to the board members while we still get the same low cost food, materials, products , and really just things that aren't actually going to hold a value in the future. Housing, rent, a lot of grocery items, stocks, etc. Price surging is fixed, I'm not a conspiracy person, but how else do you think they get their money to have 3 houses, an expensive lifestyle, and flamboyance? But we all just take it and pay it. As a nation we are more poor than we think, and they know it. That's how we are controlled, they don't want everyone to be well off. Greedy, selfish fucks decide our future. Even the political side does it to us with insider trading and bills that make them money while we fight to have a dream and a happy healthy family.
That food isnt good enough to charge the same a sit down restaurants. It used to be good enough for the price. But when the price is 15$ a meal then ill go on a diet.
Wendy’s has had the 4 for $5 deal and $5 biggie bag for years now.
Wendys has always had a 5.00 dollar meal its called the 5 dollar biggie bag . Its obvious that this guy dosnt eat st fast food places. Mcdonalds quality is not as good. For an extra 99 cents you can get a medium size at Wendys An it tastes better. All depending on what location you go to .
Don’t forget the 4for4
It's always about the money
It will probably be made of gutter water.
Surge pricing was about charging less when they weren't busy. The media assumed otherwise and ran with a narrative but that's not what Wendy's actually said.
If you think they won't take the opportunity to inflate prices, I admire your naivety.
@@Secretgeek2012 I'm not interested in hypotheticals. I'm just addressing the incorrect information in the video.
@@Andrew-it7fb Okay? 🤷🏼
McDonalds is the last of the chains to introduce a value meal option. Wendys did it first with the 4 for $4. Are you sure you did reseaech before you came up with your conclusion of the market?
Surge pricing is what restaurants do when they want to go out of business
Take Subway for example. $10 foot long.
It's called capitalism
run away capitalism. As in when they raise their prices at high I just run away
the wendys surge pricing and mcdicks worried about selling their .50 cent hamburger for $20 is why ill never in my life touch fast food again. I hope they go bankrupt on advertising trying to fix this.
Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $20K into trading from just few months ago and now they are multimillionaires
I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Dorian j Townsend.
Same, I operate a wide- range of Investments with help from My Financial Adviser. My advice is to get a professional who will help you, plan and enhance your management skills. For the record, working with Dorian j Townsend, has been an amazing experience.
I'm favored, $90K every week! I can now give back to the locals in my community and also support God's work and the church. God bless America, all thanks to Ms Dorian j Townsend
Good day all from Australia . I have read a lot of posts that people are very happy with the financial guidance she is giving them ! What way can I get to her exactly ?
YES!!! That's exactly her name (Dorian j Townsend ) so many people have recommended highly about her and am just starting with her from Brisbane Australia🇦🇺
we need some crypto, please.
best wishes. 🙋🏻♂️👊
give me the bond rally, please. 🙏
"Promo SM" 😻
Best Wishes guys.👊
Conservatives need two years to rebalance.
Shorting has its place.
Elections - Elites don’t care. Rank & File care.
Crypto is here to stay. Daren called it.
Powell’s messaging is prevaricated.