On The Markets
Tariffs and Not Overreacting
This week, our firm co-founders Chris Sipes CFP® and Daren Blonski CFP® look at:
• Why the states that voted Red in the 2024 election may have the most at stake in a trade war based on their exports to the countries on the tariff list.
• How the S&P and key investments performed in wake of the tariff announcements and pauses.
•The downstream impact of good news in the job market is perhaps not so good for Fed Rates and market returns. • Daren with document proof direct from the Fed taking essentially full responsibility for inflation, high or low.
• This time last year, apparent experts called China "uninvestable", having lost $7 trillion in value since a 2021 peak. And yet...since September 2025 they've outperformed US stocks by 2x? Chris breaks it down.
• Why gold continues to prove "there's always a bull market somewhere".
• Daren calls it- he believes now, right now, is the bottom of the bond market. What that could mean for portfolios with bonds.
Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/
Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ
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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. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
• Why the states that voted Red in the 2024 election may have the most at stake in a trade war based on their exports to the countries on the tariff list.
• How the S&P and key investments performed in wake of the tariff announcements and pauses.
•The downstream impact of good news in the job market is perhaps not so good for Fed Rates and market returns. • Daren with document proof direct from the Fed taking essentially full responsibility for inflation, high or low.
• This time last year, apparent experts called China "uninvestable", having lost $7 trillion in value since a 2021 peak. And yet...since September 2025 they've outperformed US stocks by 2x? Chris breaks it down.
• Why gold continues to prove "there's always a bull market somewhere".
• Daren calls it- he believes now, right now, is the bottom of the bond market. What that could mean for portfolios with bonds.
Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/
Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ
________________________
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. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
- Broadcast on:
- 08 Feb 2025
This week, our firm co-founders Chris Sipes CFP® and Daren Blonski CFP® look at:
• Why the states that voted Red in the 2024 election may have the most at stake in a trade war based on their exports to the countries on the tariff list.
• How the S&P and key investments performed in wake of the tariff announcements and pauses.
•The downstream impact of good news in the job market is perhaps not so good for Fed Rates and market returns. • Daren with document proof direct from the Fed taking essentially full responsibility for inflation, high or low.
• This time last year, apparent experts called China "uninvestable", having lost $7 trillion in value since a 2021 peak. And yet...since September 2025 they've outperformed US stocks by 2x? Chris breaks it down.
• Why gold continues to prove "there's always a bull market somewhere".
• Daren calls it- he believes now, right now, is the bottom of the bond market. What that could mean for portfolios with bonds.
Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/
Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ
________________________
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. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
• Why the states that voted Red in the 2024 election may have the most at stake in a trade war based on their exports to the countries on the tariff list.
• How the S&P and key investments performed in wake of the tariff announcements and pauses.
•The downstream impact of good news in the job market is perhaps not so good for Fed Rates and market returns. • Daren with document proof direct from the Fed taking essentially full responsibility for inflation, high or low.
• This time last year, apparent experts called China "uninvestable", having lost $7 trillion in value since a 2021 peak. And yet...since September 2025 they've outperformed US stocks by 2x? Chris breaks it down.
• Why gold continues to prove "there's always a bull market somewhere".
• Daren calls it- he believes now, right now, is the bottom of the bond market. What that could mean for portfolios with bonds.
Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/
Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ
________________________
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. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.