Episodes

July 30, 2024

Investors Wait For Microsoft As Fed Decision Looms

CrowdStrike shares fell more than 8 percent after Delta Air Lines hired attorney to seek damages  after an outage led to thousands of flight cancellations, The earnings season has been solid so far of the more than 230 S and P 500 names that have...
July 29, 2024

A Busy Week Of Corporate Earnings

When Amazon, Microsoft, and Meta report, investors will be looking to see whether the trio’s multibillion dollar AI investments are paying off, McDonald’s results missed analyst expectations, Another key event this week will be the Federal Reserve...
July 25, 2024

Markets Turn Higher As Volatility Picks Up

The S and P 500’s 356 day streak of avoiding a 2 percent decline has officially ended, The Nasdaq turned higher after suffering its worst day since October 22 yesterday, Credit card delinquency rates hit a nearly 12 year high
July 24, 2024

Earnings Season Overall Is Off To A Strong Start

Stocks slide as Tesla and Alphabet Disappoint, More than 25 percent of  companies have reported with roughly 80 percent of them topping expectations, Briefing.com Strategist Patrick O'Hare Talks About the Markets,
July 23, 2024

Time For Earnings Reports From Major Companies

S and P 500 rises as investors wait for tech earnings, Crypto currency Ethereum ETFs are set to launch today, Home Sales Had Their Worst June in 25 Years
July 22, 2024

Tech Stock Leads Markets After Biden Backs Out

The S and P 500 and the Nasdaq rose more than 1 percent with both coming off their worst weekly losses since April, Earnings season is about to kick into higher gear headlined by Alphabet, Tesla, and Chipotle, Soda cans are exploding on Southwest...
July 19, 2024

Looking Back At An Interesting Week In The Markets

CrowdStrike Outage pandemonium, Responding to your emails, Some possible investing ideas
July 18, 2024

Nasdaq Tries To Rebound From Worst Day Since 2022

Wall Street has dumped shares of artificial intelligence plays into other stocks hoping for a broader market, Mr Mortgage Man Scott W Thompson on mortgages, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious...
July 17, 2024

Stocks Slide As China Risk Rattles Techs

Briefing.com Strategist Patrick O'Hare Talks About the Markets, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne...
July 16, 2024

Stocks Opened Higher As Investors Assessed Big Bank Earnings

Amazon Primed Day taking place a week later than last year pushing it closer to the school season, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement...
July 15, 2024

Dow Rises To Record High After Trump Survives Assassination Attempt

Stocks advanced as investors evaluated the impact of the assassination attempt on former President Donald Trump, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious...
July 12, 2024

Talking Investing

Nasdaq snapped a 7 day winning streak, JP Morgan Chase profit surged in Q2, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City
July 11, 2024

Stocks Wobble As Inflation Cools

Consumer prices unexpectedly fell on a month-over-month basis for the first time since 2020, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio...
July 10, 2024

Investors Looked Ahead To A Major Inflation Report

S&P 500 rises for a seventh straight day, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City
July 9, 2024

Investors Digest Key Testimony From Powell

Powell said that keeping interest rates elevated for too long could risk further economic growth, Stolen crypto doubled to 1.38 billion dollars in the first half of 2024 more than double the 657 million looted in the same period a year ago, More on...
July 8, 2024

Investors Await Key Inflation Data For Further Clues

The S and P 500 rose to a fresh record Monday, U.S. airlines cancel over 1,300 flights due to Hurricane Beryl, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at...
July 3, 2024

Tax Conscious Retirement

EP Wealth's CFP Chad Burton discusses tax issues to avoid in retirement, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at...
July 2, 2024

Third Quarter Begins

Shortened holiday week financial news, Looking ahead to the future of Tech Stocks this quarter, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City
July 1, 2024

Stocks Waver As New Quarter Kicks Off

Investors are debating whether the second half will bring a pullback or a broadening in the record breaking tech driven rally, Coming into focus is the June jobs report due Friday, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for...
June 28, 2024

Where We Are In The Markets

What yesterday's Debate may mean for the Markets, EP Wealth CFP Ryan Ignacio discusses preparing for Retirement, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at...
June 27, 2024

Talking About Your Retirement

Walgreens to close stores, Saving and Investing, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City
June 26, 2024

Stocks Waver As Investors Wait For Friday

The S and P 500 has been down 4 out of 5 days as it closes out this week a six month gain of nearly 15 percent, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building...
June 25, 2024

Rebound In Nvidia Shares

S and P 500 and the Nasdaq rise as Nvidia rebounds, Amazon’s made up holiday Prime Day kicks off July 16 through July 17 with rapper Megan Thee Stallion creating a song called It’s Prime Day, More on Rob and EP Wealth CFP Chad Burton's...
June 24, 2024

Stocks Edge Higher After Record Week

The Dow Jones Industrial Average climbed as investors sold big technology names in favor into other sectors such as banks and energy, Forever 21 seeks 50 percent rent concessions as fast fashion brand faces financial woes, Inside Out 2 added 30...