Episodes
Jan. 6, 2026
Markets Search For Direction After Dow Hits Record
The DJIA rose led by Amazon a day after a rally in the previous session sent it to record levels, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses important tips to consider for 2026, More on the next...
Jan. 5, 2026
Certified Financial Planner Chad Burton On 2026
Certified Financial Planner Chad Burton looks ahead to what we might see in 2026, What to know about preparing for retirement, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Al...
Jan. 2, 2026
Investing In 2026
What the new year means to you and investing, How the sports industry will change in 2026, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm...
Jan. 1, 2026
The First Day Of 2026
Looking back at 2025 with a Year in Review, The Future for Netflix, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax...
Dec. 31, 2025
Closing Out A Bumper Year
S and P 500 slides but set to close 2025 with 17 percent gain, Stocks are riding a three-session losing streak although the declines have been mild, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan ...
Dec. 30, 2025
Concern About Overbuilding The AI Bubble
Stocks were trending lower after the S and P 500 posted back-to-back losses amid mounting pressure across the tech sector, Las Vegas Tourism Slump Continues, More on the next seminar with EP Wealth Advisors CFP's Chad Burton ...
Dec. 29, 2025
Markets Fall In The Final Stretch
Stocks fell spurred by losses in technology after the S and P 500 scaled to fresh record levels last week, The artificial intelligence trade came under a bit of pressure, More on the next seminar with EP Wealth Advisors CFP's...
Dec. 26, 2025
Was It A Santa Claus Rally
Where we stand at the end of 2025, Crazy weather in California, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax str...
Dec. 24, 2025
Looking Back At 2025
The influence of Artificial Intelligence, The rise of Online Betting, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important t...
Dec. 23, 2025
The Year In Artificial Intelligence
Alphabet's incredible year, The boom of discount chains in 2025, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax st...
Dec. 22, 2025
Shortened Holiday Week
Investors are watching to see whether AI stocks can retain their leadership heading into the year-end, EP Wealth's advisor CFP Chad Burton discusses building your wealth, More on the next seminar with EP Wealth Advisors CFP's...
Dec. 19, 2025
Looking At Your Portfolio
What milestones to strive for at each age, What to know about International Stocks, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm coveri...
Dec. 18, 2025
Stocks Rose As Wall Street Weighed Latest Inflation Data
Initial jobless claims were below what economists had estimated, Micron Technology jumped 11 percent after strong earnings helped rekindle the artificial intelligence trade which has seen weakness in recent sessions, More on ...
Dec. 17, 2025
Investors Move Away From Technology Names
Patrick O'Hare of Briefing.com on the current markets, Investors are repositioning around the run it hot economy stocks and away from AI, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at ...
Dec. 16, 2025
Markets Digest A Weakening Jobs Market
For the first time since 2009 the US unemployment rate rises for 4 consecutive readings, November’s jobs report came in better than expected showing an increase of 64,000 jobs for the month, More on the next seminar with EP W...
Dec. 15, 2025
Stocks In Artificial Intelligence Trade Continue To See Pressure
Certain AI stocks like Broadcom and Oracle each declined more than 4 percent, Others like Microsoft also also suffered some losses with rotation away from AI, More on the next seminar with EP Wealth Advisors CFP's Chad Burton...
Dec. 12, 2025
Talking About Income In Retirement
What are Orbital Data Centers, Who is winning the Robotaxi vs Waymo race, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering importa...
Dec. 11, 2025
The Dow Jones Industrial Average Reached New Heights
Investors moved out of high-flying tech stocks following Oracle’s results, Oracle did not see big increases in quarterly revenue, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo...
Dec. 10, 2025
Investors Await Fed Decision
Patrick O'Hare of Briefing.com on the current markets, The S and P 500 was relatively unchanged ahead of the Federal Reserve’s interest rate decision, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Rya...
Dec. 9, 2025
Markets Move Higher As Fed Rate Meeting Kicks Off
Investors convinced of a rate cut this week turning their focus to the chances of more easing next year, Wednesday we will get the the release of delayed JOLTS readings on job openings and quit rates and layoffs for October, ...
Dec. 5, 2025
Where We Went This Year 2025
Where are we at after the roller coaster of 2025, What to know about Netflix, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST this Saturday
Dec. 4, 2025
Traders Increasingly Baking In December Rate Cut Expectations
Job cuts from U.S. employers moved further ahead of 1 million for the year as corporate restructuring and artificial intelligence and tariffs helped pare job rolls, EP Wealth's advisor CFP Chad Burton discusses building your ...
Dec. 3, 2025
Markets Rise As Investors Shake Off Weak Jobs Data
Patrick O'Hare of Briefing.com on the current markets, Microsoft shares fell almost 2 percent after The Information reported it was cutting software sales quotas tied to artificial intelligence, More on the last EP Wealth Adv...
Dec. 2, 2025
Stocks Rebound As Bitcoin Bounces
Tech players linked to the artificial intelligence trade supported the broader market, GivingTuesday is today which is a global generosity movement that began in 2012, More on the last EP Wealth Advisors and Rob Black Pints a...