Archive FM

On The Markets

Bear Market Playbook

News headlines would have you believing the sky is falling-  but what does the data say?  Setting aside a political conversation whether any of this should be happening, Sonoma Wealth Managing Principals Daren Blonski and Chris Sipes dig in to what the effect on the market has been and if further changes are imminent on a special episode of On The Markets.Together with Sonoma Wealth Marketing Director and podcast host Dano Weir they look at: 
 
0:00 1st Look at our Bear Market Playbook 
5:00 Ok you want out.  Why history says wait until December 
9:47 What’s *actually* down right now? 
11:50 Behavioral shift- your portfolio is not your checking account 
17:19 So what has actually actually happened in the S&P? 
22:49 Daren absolutely called the moment where S&P bleeding would stop, last week 
29:34 Sorry folks, volatility is normal 
32:02 What if historically you doubled down during a crisis? 
36:56 Mag 7 losing steam in 2025 
39:25 Selling at a loss could be a good thing?  How? 
46:18 What volatility says about future returns 
49:04 Reviewing the Bear Market Playbook 
 
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 Apr 2025

News headlines would have you believing the sky is falling-  but what does the data say?  Setting aside a political conversation whether any of this should be happening, Sonoma Wealth Managing Principals Daren Blonski and Chris Sipes dig in to what the effect on the market has been and if further changes are imminent on a special episode of On The Markets.Together with Sonoma Wealth Marketing Director and podcast host Dano Weir they look at: 
 
0:00 1st Look at our Bear Market Playbook 
5:00 Ok you want out.  Why history says wait until December 
9:47 What’s *actually* down right now? 
11:50 Behavioral shift- your portfolio is not your checking account 
17:19 So what has actually actually happened in the S&P? 
22:49 Daren absolutely called the moment where S&P bleeding would stop, last week 
29:34 Sorry folks, volatility is normal 
32:02 What if historically you doubled down during a crisis? 
36:56 Mag 7 losing steam in 2025 
39:25 Selling at a loss could be a good thing?  How? 
46:18 What volatility says about future returns 
49:04 Reviewing the Bear Market Playbook 
 
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.