2025 Starts In June episode artwork

EPISODE · Jun 27, 2025 · 54 MIN

2025 Starts In June

from On The Markets · host 707 Media

There are some times in life when you just want a “do over”.  Wake up from a nap, and it’s as if the last 10 years didn’t even happen.  Well, this week for the market, it’s sort of like January-May just got blinked out of existence and...2025 starts in June! What tariffs? What war?  The market is once again tapping on an all-time high.  This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP® and Chris Sipes CFP® and Marketing Director Dano Weir look at: The importance of separating your portfolio from the headlines, because in the blink of an eye, the S and P is back on track. Why having an emergency fund changes your financial “well being”. Which country do you think is the largest oil producer in the world?  Would you be shocked to know it’s US? Market’s tapping on all-time highs?  Guess what the money printing chart is showing? Putting gold’s meteoric 12 month run in context. 5:50 Largest companies by market cap over time 7:45 Emergency funds and financial “well-being” 11:14 Crude oil reserve levels 12:52 US is the *largest* oil producer in the world?! 14:40 Investor sentiment 16:22 Number of unsold completed homes for sale 19:26 Exisiting home supply 21:31 Where’s the most housing inventory? 22:35 What’s driving the stress in the housing market? 23:43 What is the “Taylor Rule”? 25:35 2 year treasury yield 27:52 Money supply is increasing 29:37 Foreigners are selling US treasuries?  You sure? 31:15 Gold’s epic run 35:24 Chances of a fed rate cut 38:10 S and P regains all time high 41:05 10 year goes down, bonds are up 47:20 Oil prices 50:42 Gold going higher?  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, d/b/a Fermata Insurance.  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. 

There are some times in life when you just want a “do over”.  Wake up from a nap, and it’s as if the last 10 years didn’t even happen.  Well, this week for the market, it’s sort of like January-May just got blinked out of existence and...2025 starts in June! What tariffs? What war?  The market is once again tapping on an all-time high.  This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP® and Chris Sipes CFP® and Marketing Director Dano Weir look at: The importance of separating your portfolio from the headlines, because in the blink of an eye, the S and P is back on track. Why having an emergency fund changes your financial “well being”. Which country do you think is the largest oil producer in the world?  Would you be shocked to know it’s US? Market’s tapping on all-time highs?  Guess what the money printing chart is showing? Putting gold’s meteoric 12 month run in context. 5:50 Largest companies by market cap over time 7:45 Emergency funds and financial “well-being” 11:14 Crude oil reserve levels 12:52 US is the *largest* oil producer in the world?! 14:40 Investor sentiment 16:22 Number of unsold completed homes for sale 19:26 Exisiting home supply 21:31 Where’s the most housing inventory? 22:35 What’s driving the stress in the housing market? 23:43 What is the “Taylor Rule”? 25:35 2 year treasury yield 27:52 Money supply is increasing 29:37 Foreigners are selling US treasuries?  You sure? 31:15 Gold’s epic run 35:24 Chances of a fed rate cut 38:10 S and P regains all time high 41:05 10 year goes down, bonds are up 47:20 Oil prices 50:42 Gold going higher?  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, d/b/a Fermata Insurance.  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.

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2025 Starts In June

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This episode was published on June 27, 2025.

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There are some times in life when you just want a “do over”.  Wake up from a nap, and it’s as if the last 10 years didn’t even happen.  Well, this week for the market, it’s sort of like January-May just got blinked out of existence and...2025 starts...

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