Episodes

A record-setting session Tuesday sparked by a tamer-than-expected inflation report, Adam Phillips the Managing Director of EP Wealth Advisors with the latest Market Update, More on Pints and Portfolios with Rob Black and a Ce...

Stocks rose as investors breathed a sigh of relief that a tamer-than-expected inflation report might give the Federal Reserve the green light to cut interest rates next month, The consumer price index rose 2.7 percent on an a...

The market once again on the cusp of all-time highs ahead of a week of key inflation reports, The consumer price index is set to be released Tuesday and the producer price index is due out Thursday, More on Pints and Portfoli...

The Mag Seven spending on Artificial Intelligence, Where we started with AI and where it's going, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th...

President Donald Trump’s global tariffs went into effect, Initial jobless claims came in higher than expected, On the other end is artificial intelligence spending which has helped push tech stocks to fresh highs, More on Pin...

Apple AI plans, Elon Musk is awarded over 29 billion, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

The indexes took a leg lower after the ISM Services index flatlined in July and indicated higher inflation and lower employment, Services makes up about 70 percent of the U.S. economy so a slowdown in the sector could mean tr...

Investors clawed back the steep losses that were sparked by concerns over the economy and a new round of tariffs from the Trump administration, The jobs slump we saw on Friday raises concerns on a stagflationary economy with ...

Looking back at the week, Dealing with Tariffs, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Igna...

Magnificent Seven titans Microsoft and Meta respectively rose 6 percent and 11.5 percent on the back of better than expected quarterly earnings, Certified Financial Planner Chad Burton talks about planning for retirement, Mor...

Stocks were higher as investors analyzed fresh earnings and awaited the Federal Reserve’s interest rate decision, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth M...

This week is a key stretch for corporate earnings with Magnificent Seven names, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth Management seminar at the Crowne Pl...

Dollar Climbs after US-EU deal, Trump thinking about World Tariff, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad ...

Uncertainty and what lies ahead, The Double Digit Decades, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton a...

Nasdaq and S and P 500 hit fresh records, Given the size and influence of big tech and artificial intelligence the Alphabet results were a nice little tailwind, More on the Retirement and Wealth Management seminar at the Crow...

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...

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...

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...

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

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 ...

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...

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...

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...

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...