Episodes
Oct. 3, 2025
Certified Financial Planner Chad Burton Discusses Your Retirement
Late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elk...
Oct. 3, 2025
Shut Down Delays Job Report
What are the different Bull Markets right now, The Rising Cost of Living, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad B...
Oct. 2, 2025
People Expecting Rate Cuts
Nasdaq and S and P hit record highs over rate cut hopes, The latest in Quantum computing, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Adv...
Oct. 1, 2025
Watching Government Shut Down
Fears of a longer-than-normal stoppage that weighs on an already fragile economy, Patrick O'Hare of Briefing.com and Managing Director of Investments at EP Wealth Advisors Adam Phillips on the current markets, More on the Thu...
Sept. 30, 2025
Wall Street Headed For Unusually Strong September
Although shutdowns aren’t usually market-moving events this time could be different, Investors are already wary about a slowing labor market and the risk of stagflation as well as elevated stock valuations, More on the Thursd...
Sept. 29, 2025
Artificial Intelligence Trade Has Lost Some Steam
AI chip darling Nvidia rose after skepticism around the AI trade put pressure on the broader stock market last week, Some even questioned whether there was enough energy to power an infrastructure plan between Nvidia and Open...
Sept. 26, 2025
What Is The Fed Dilemma
What is a K Shaped Economy, What is the AI problem in the markets, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton a...
Sept. 25, 2025
Stocks Fall For A Third Day
Stocks fell again bogged down by a further 3 percent pullback in Oracle as well as a jump in rates, The market action appears to be reflecting concerns about record-high valuations and potentially risky circular relationships...
Sept. 24, 2025
Federal Reserve Chair Jerome Powell Called Out At Press Conference
The S and P 500 was relatively unchanged as artificial intelligence giants Nvidia and Oracle came under pressure for a second day, Patrick O'Hare of Briefing.com on the current markets, More on the Thursday October 16th Retir...
Sept. 23, 2025
The Three Major Averages Closed At Highs
The S and P 500 reached new heights as investors monitor the risks to the market’s rally to record levels and the three major averages closed at all-time highs on Monday marking three straight winning sessions for the S and P...
Sept. 22, 2025
Stocks Kept In Check By Growing Risk Of Shutdown
The S and P 500 was relatively unchanged Monday following a strong week for the major averages that drove them to fresh record highs, The deadline for lawmakers to fund the government is Sept. 30th, More on the Thursday Octob...
Sept. 19, 2025
Nvidia Information You Should Know
A deep dive into what Nvidia is all about, Why Jeffrey Gundlach is so interesting, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors C...
Sept. 18, 2025
Stock Market Climbs To New High After Rate Cut
Stocks rose to record highs as investors rotated back into technology stocks, Intel shares rallied about 26 percent after Nvidia said it will invest 5 billion dollars in the chipmaker to co-develop data center and PC products...
Sept. 17, 2025
Traders Brace For Key Fed Rate Decision
Nvidia shares dipped more than 1 percent after China banned tech companies in the country from buying Nvidia’s chips, Patrick O'Hare of Briefing.com and Managing Director of Investments at EP Wealth Advisors Adam Phillips on ...
Sept. 16, 2025
Stocks Wavered As Investors Monitored The Latest Global Trade Discussions
S and P 500 slips from record high, Oracle shares gained 4 percent after it was reported to be part of the firms that will enable TikTok to keep operating in the U.S., More on the Thursday October 16th Retirement & Wealth Str...
Sept. 15, 2025
Big Fed Meeting On Wednesday
Early strength on the Nasdaq driven by Tesla and Alphabet, Musk will buy back shares, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisor...
Sept. 12, 2025
In October Bull Market Turns Three Years Old
Since 2022 Trough there has been a three year rally, The latest news on Apple, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP C...
Sept. 11, 2025
Markets Jump To Records
Stocks rose as traders anticipated that the latest reading of a key consumer inflation gauge, The CPI reading showed an increase to 2.9 percent on a 12-month basis as expected, More on the Thursday October 16th Retirement & W...
Sept. 10, 2025
Wholesale Prices Unexpectedly Decline
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Federal Reserve rate cut next week to boost the economy, Oracle shares led the gains with a more than a 30 percent surge following an eye...
Sept. 9, 2025
Markets Waver After US Jobs Data Is Revised Sharply Down
Stocks were muted as investors digested a revision to US jobs numbers that showed further labor market weakness that could reset expectations for interest-rate cuts, Apple is holding their annual fall event where the tech gia...
Sept. 8, 2025
Markets Rise As Wall Street Looks Ahead To Inflation Reality Check
Stocks edged mostly higher as investors set their sights on inflation data later this week, Some investors are hoping for a jumbo interest-rate cut in September, The producer price index on Wednesday and the consumer price in...
Sept. 5, 2025
Strategy Show For Beginning Of September
Broadcom stocks soar on word of working on New AI Chip with OpenAI, The Die With Zero Rule, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from ...
Sept. 4, 2025
Jobs Report Shows Weakness
The ADP private payrolls report showed an increase of 54,000 in August but Economists expected 75,000 jobs, NFL commissioner Roger Goodell offered a teasing 'maybe' when asked if Taylor Swift will perform at the Super Bowl in...
Sept. 3, 2025
Shares Of The Google Parent Jumped After Judge Ruling
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Shares of the Google parent jumped 8 percent after a federal judge ruled that Google can keep its Chrome browser which avoided the worst-...