Episodes

Wall Street Cheers Japan Trade Deal
July 23, 2025

Wall Street Cheers Japan Trade Deal

President Donald Trump announced the U.S. had reached a trade deal with Japan lifting hope for further agreements being made, The U.S. is meeting with European officials in a push to reach a trade deal with the European Union...
Markets Retreat From Records As Chip Stocks Decline
July 22, 2025

Markets Retreat From Records As Chip Stocks Decline

The S and P 500 and Nasdaq Composite fell a day after both indexes hit fresh records, Artificial Intelligence darling Nvidia and Broadcom each more than 2 percent lower, More on the Retirement and Wealth Management seminar at...
Investors Waiting Big Tech Earnings This Week
July 21, 2025

Investors Waiting Big Tech Earnings This Week

Stocks moved higher as investors tracked the latest developments in trade, S and P 500 and Nasdaq hit record highs, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2n...
Strategy Show For July 2025
July 18, 2025

Strategy Show For July 2025

Investing in Ski Resorts, The Future of Tesla, More on the next Pints and Portfolios this Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
Markets Rise As Retail Sales Jump
July 17, 2025

Markets Rise As Retail Sales Jump

Stocks advanced on a fresh wave of earnings and retails sales jumped, Stocks advanced on a fresh wave of earnings and retails sales jumped, More on the next Pints and Portfolios this Saturday July 19th from 11:30am to 1:30pm ...
Stocks Little Changed As Investors Weigh Earnings
July 16, 2025

Stocks Little Changed As Investors Weigh Earnings

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Investors weighed earnings releases from big banks and digested the latest wholesale inflation report, More on the next Pints and Portfol...
Markets Slip On Inflation Concerns
July 15, 2025

Markets Slip On Inflation Concerns

The S and P 500 slipped as investors digested the latest U.S. inflation data, The consumer price index increased 0.3 percent on the month putting the annual inflation rate at 2.7 percent, Adam Phillips the Managing Director o...
Investors Bet Trump Tariffs Will Be Lowered
July 14, 2025

Investors Bet Trump Tariffs Will Be Lowered

Stocks are little changed even after President Donald Trump threatened 30 percent tariffs on the European Union and Mexico starting Aug. 1st, This week we will get inflation readings, Certified Financial Planner Chad Burton f...
Strategy Show For Your Financial Future
July 11, 2025

Strategy Show For Your Financial Future

Let's talk about Luxury Stocks, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses preparing for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyva...
Markets Focus On Trump Tariffs
July 10, 2025

Markets Focus On Trump Tariffs

President Trump said late Wednesday that a 50 percent U.S. tariff on imported copper and a 50 percent tariff on Brazil will take effect Aug. 1st, Certified Financial Planner Chad Burton of EP Wealth Advisors discusses plannin...
Trump Tariffs Reactions
July 9, 2025

Trump Tariffs Reactions

Copper Tariffs and Drug Tariffs, Adam Phillips Managing Director of Investments and Partner at EP Wealth Advisors discusses the markets, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Su...
Cautious Uncertainty
July 8, 2025

Cautious Uncertainty

Trade situation causing markets to hit pause, Tesla reacting to the new Tax and Spend bill, 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
Down After Record Highs
July 7, 2025

Down After Record Highs

Many Tariff Deals could take place this week and this is also Earnings Week, Certified Financial Planner Chad Burton from EP Wealth Adivsors is Rob's special guest covering important tips to remember when planning for retirem...
Where We Are Halfway Through 2025
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...
Stocks Rallied After Strong Jobs Report
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...
Trump Announces Vietnam Trade Deal
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...
The Broad Market Index Notched Another Record
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
Marching Toward The Highs Set Earlier In The Year
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...
Strategy Show On A Lot Of Topics
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
The Markets Are Looking Forward Seeing Lower Interest Rates
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...
Record Highs On Wall Street
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...
Markets Jump As Oil Tumbles A Second Day
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...
Markets Gain Despite Bombing Of Iran
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 ...
Stocks In The Sports World
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