Advisor Newsletter

By J Mullineaux This year I decided to honor my mother on Mother’s Day by purchasing a trumpet and donating it to the Music for Schools Program at the Luther Burbank Center for the Arts. My mother inspired me to play the trumpet – in fact, my...

Ron Bartholomew and Sharon Keating have been married for 28 years, having reconnected at their ten-year high school reunion. Although they know each other pretty well after all these years, they didn’t realize actually how well until they played a card game with J Mullineaux,...

Sonoma County ranks high on the Quality of Place Index, a measure of quality of life (and economic competitiveness), compared to other comparable California counties. The Index includes air quality, high school graduation rates, commute time, health insurance coverage, and culture and recreation indicators. Sonoma County...

Sonoma County moved up two places in the overall ranking for Health Outcomes. In 2016, the county is ranked sixth, according to the University of Wisconsin Population Health Institute and Robert Wood Johnson Foundation’s annual County Health Rankings and Roadmaps Report. This isn’t by accident. Health...

A recent study confirms our intuition that retirees are happier when they give back. This Wall Street Journal blog (and related story) tracks survey results from nearly 4,000 adults and concludes that “giving back may just be the secret ingredient to a happier retirement”. We would...

The SAY Dream Center is open to provide housing, jobs and counselling to homeless youth! We couldn’t be prouder of SAY and Sonoma County for prioritizing the work of supporting youth and ensuring that the Dream Center become a reality. SAY has already welcomed some youth...

Stories create a common thread and understanding for families. Listen to Sharna Goldsecker, Executive Director of 21/64, share research and stories behind The Grandparent Legacy Project. The philanthropy podcast, Forward Thinking, explores how family narratives build a cohesive understanding of values for multiple generations. Both the story...

Philanthropist and community leader Marv Soiland’s legacy to Sonoma County is immeasurable. In addition to a business dynasty, he instilled a philanthropic value into both his family and community. Marv reminded everyone that it is critical to “give ten and save ten”.  By employing a...

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