Episodes

July 4, 2025

Where We Are Halfway Through 2025

Where the Stock Market and the Economy is after the markets closed yesterday, What is the Financial Outcome of the Diddy Trial, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale w...
July 3, 2025

Stocks Rallied After Strong Jobs Report

June nonfarm payrolls rose by 147,000 well above the 110,000 forecast, The unemployment rate fell to 4.1 percent versus expectations for a rise to 4.3 percent, Certified Financial Planner Chad Burton and More on the next Pint...
July 2, 2025

Trump Announces Vietnam Trade Deal

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, A 20 percent tariff to be placed on Vietnamese exports to the US, More on the next Pints and Portfolios on Saturday July 19th from 11:30a...
July 1, 2025

The Broad Market Index Notched Another Record

S and P 500 slips to kick off second half of 2025, Closing out a stunning quarter, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
June 30, 2025

Marching Toward The Highs Set Earlier In The Year

Stocks rose as increasing trade hopes among investors position Wall Street to close out a stunning month with even more record highs, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses your retirment pl...
June 27, 2025

Strategy Show On A Lot Of Topics

Alternative Investments, Social Security Do-overs, Shaking credit card debt, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
June 26, 2025

The Markets Are Looking Forward Seeing Lower Interest Rates

The markets are also looking forward to less regulation in the banking sector, a shift from austerity to stimulus in Europe, and a less biting inflation and tariff environment, More on the next Pints and Portfolios on Saturda...
June 25, 2025

Record Highs On Wall Street

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, The S and P 500 rose slightly as investors watched to see if the benchmark index could return to its all-time high, More on the next Pint...
June 24, 2025

Markets Jump As Oil Tumbles A Second Day

Stocks rose while oil prices fell as investors bet that a delicate ceasefire between Israel and Iran would hold, Oil prices slipped more than 5 percent and were down 7 percent a day earlier, More on the next Pints and Portfol...
June 23, 2025

Markets Gain Despite Bombing Of Iran

Stocks were higher even after the United States entered Israel’s war against Iran over the weekend, Oil prices was relatively tame, Federal Reserve Governor Michelle Bowman that said she would be in favor of the central bank ...
June 20, 2025

Stocks In The Sports World

The Worth of Sports Franchises, The economy of Formula 1, The finances of the Rangers and the Braves
June 18, 2025

Stocks Rose As Traders Monitor The Middle East

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Federal Reserve’s latest rate policy decision today, Tesla will pause production for the second time in two months at its Gigafactory Tex...
June 17, 2025

Stocks Retreated Amid Dwindling Hopes For A Quick Resolution

Stocks slide as Israel-Iran truce hostilities persist, Trump's overnight call for the evacuation of Iran's capital city spooked markets, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City ...
June 16, 2025

Stocks Gaining Steam

The stock market was bouncing back amid some reprieve in the surge in oil prices as global markets sized up the conflict between Israel and Iran, The S and P 500 is about 2.9 percent from setting a fresh high, More on the Ret...
June 13, 2025

The Stocks Involved With Artificial Intelligence

What to know about the AI stock players, Trends with Venture Capital Firms, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ry...
June 12, 2025

Stocks Edge Higher On Milder Inflation

President Trump renewed his threat to impose take it or leave it tariffs on trading partners, Boeing slumped in the wake of a deadly plane crash in India, More on the Retirement and Wealth Management seminar at the Crowne Pla...
June 11, 2025

Stocks Rise As Cool Inflation Data Arrives

Stocks popped as investors digested a softer-than-expected inflation reading and assessed a US-China plan to salvage their trade truce, US-China framework agreement to get the Geneva tariff truce back on track, More on the Re...
June 10, 2025

Stocks Stuck In Holding Pattern During China Trade Talks

The mood is cautious as investors keep a close eye on the trade talks which restarted in London, A deal on access to China's rare earth minerals is the US's priority, More on the Retirement and Wealth Management seminar at th...
June 9, 2025

Stocks Are Little Changed Awaiting Trade Talks With China

Officials from the U.S. and China are holding trade talks on Monday in London in an effort to resolve ongoing trade disagreements, Both nations are trying to avoid a large-scale trade war, More on the Retirement and Wealth Ma...
June 6, 2025

Behavior In Finance

What financial research you should follow, All about Artificial Intelligence, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP ...
June 5, 2025

Ways To Make Wealth

Rob's Grabbag of Notes, The Mindset for Making You Rich, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP We...
June 4, 2025

Strategy Show For Beginning Of June

Robots now in the Marketplace, Real Estate in Retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP W...
June 3, 2025

Stocks Waver As Investors Wait For Trade Talk Updates

T he OECD slashed its outlook for global economic growth citing the impact of Trump's tariffs and policy on investment and confidence, 1 of every 8 clothing or 13 percent of items bought in America comes from Amazon, More on...
June 2, 2025

Markets Slip As Global Trade Tensions Rise

China pushed back against U.S. accusations that it had violated a temporary trade agreement, Tensions between the U.S. and European Union also heightened after Trump said he would double steel tariffs to 50 percent, More on t...