Episodes

Dec. 2, 2024

Markets Kick Off Final Month Of Banner Year

The S and P 500 ticked higher to a new record to begin December trading, Stocks are adding to big November gains, More on the CFP Chad Burton of EP Wealth Webinar on Thursday December 12th at 6pm Pacific and Pints and Portfolios on Saturday December 14th
Nov. 29, 2024

Working Towards A Better Retirement

Dividends in Retirement, Trying to Catch Up at Fifty, More on the CFP Chad Burton of EP Wealth Webinar on Thursday December 12th at 6pm Pacific and Pints and Portfolios on Saturday December 14th
Nov. 28, 2024

Wisdom From Historical Business Leaders

Ideas to help you create wealth, Warren Buffett quotes, More on the CFP Chad Burton of EP Wealth Webinar on Thursday December 12th at 6pm Pacific and Pints and Portfolios on Saturday December 14th
Nov. 27, 2024

This Is A Strategy Show

Rob Black shares his Collective Wisdom, Problems with Super Micro Computer Inc, More on the CFP Chad Burton of EP Wealth Webinar on Thursday December 12th at 6pm Pacific and Pints and Portfolios on Saturday December 14th
Nov. 26, 2024

Investors Assessed The Threat Of New Tariffs

The S and P 500 rose slightly as investors assessed the threat of new tariffs from President-elect Donald Trump, AMC Theatres banned moviegoers from singing along to screenings of Wicked, More on the CFP Chad Burton of EP Wealth Webinar on Thursday...
Nov. 25, 2024

Wall Street Climbs To Records Again

Shortened Thanksgiving trading week kicked off, Investors cheered President-elect Donald Trump’s choice for Treasury secretary Scott Besent, More on the CFP Chad Burton of EP Wealth Webinar on Thursday December 12th at 6pm Pacific and Pints and...
Nov. 22, 2024

Top Mistakes To Miss

A Strategy show with Retirement Tips and Investment Ideas, Dealing with making up for lost time, More on the CFP Chad Burton of EP Wealth Webinar on Thursday December 12th at 6pm Pacific and Pints and Portfolios on Saturday December 14th
Nov. 21, 2024

Mag Seven Stocks Slide

NVIDIA reported earnings, Scott W Thompson The Mortgage Man discusses homebuying, More on the CFP Chad Burton of EP Wealth Webinar on Thursday December 12th at 6pm Pacific and Pints and Portfolios on Saturday December 14th
Nov. 20, 2024

Markets Slip As Nvidia Slumps Ahead Of Earnings

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Target slumped 20 percent after posting a big earnings miss and cutting its full-year guidance due to softening demand and cost pressures, More on the CFP Chad Burton of EP Wealth Webinar...
Nov. 19, 2024

Stocks Anxious As Russia Ukraine Tensions Rattle Markets

Scared money moved in to US bond as prices fell with the 10-year benchmark yield  to around 4.36 percent, Gold jumped almost 1 percent to trade at around 2,630 an ounce, More on the CFP Chad Burton of EP Wealth Webinar on Thursday December 12th...
Nov. 18, 2024

Nasdaq Edges Higher As Tesla Shines

The S and P 500 has reversed half of its Trump-fueled rally after sharp weekly losses for the major gauges led by tech, All eyes are now on Nvidia's results on Wednesday for insight into the strength of the AI trade, Signs of a robust economy...
Nov. 15, 2024

Ideas For Helping To Create Wealth

Stock Market vs Mortgages, Good resources and tips for Retirees, The importance of Certified Financial Planners
Nov. 14, 2024

Meandering Stock Market

Powell speaking on Interest Rates and the Economy, Spotify trying to dethrone YouTube with video podcasts, The Future of Retirement
Nov. 13, 2024

Postelection Rally Stalls

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Bitcoin extended its postelection rally breaking above 90,000 dollars, Trump’s expected to try nixing the TikTok ban
Nov. 12, 2024

Markets Hit Pause On Record Setting Rally

The roaring rally lost steam as investors assessed whether buying has been overdone and what Donald Trump's cabinet picks mean for policy, "Trump trades"  Tesla's  stock slipped into the red after soaring thanks to CEO Elon Musk's alliance...
Nov. 11, 2024

Dow Jumps Four Hundred Points

The Dow Jones Industrial Average is on pace for a record close as the benchmark’s postelection rally presses forward, Investors hope Trump's return to the White House could lead to easier regulation of the banking sector, The crypto industry shelled...
Nov. 8, 2024

Friday Strategy Show

It's an Incredible time on the Stock Market that feels good, What happened from 2000 to 2002, Investment Strategy Ideas
Nov. 7, 2024

Stocks Boomed To Highs Yesterday After Election

Financial stocks led the gains with banks and credit-card stocks spiking, A rate reduction from the Fed would mark a second straight cut, Meta says Threads monthly users have gone up 83 percent from April
Nov. 6, 2024

Dow Soars To A Record

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Stocks rallied with major benchmarks hitting record highs as Donald Trump won the 2024 presidential election, Animal spirits soar and a Pro-growth optimism based on a mandate to enact his...
Nov. 5, 2024

Stocks Rise As Investors Await Election Results

The major averages gain between Election Day and the end of the year but typically fall in the session and week after, California Wine Industry in Decline, Homebuyers are older and wealthier than ever
Nov. 4, 2024

Stocks Churn As Bonds Rise In Election Run Up

Election Day will quickly be followed on Thursday by the Fed decision and Jerome Powell’s press conference, Berkshire Hathaway’s cash pile reached a record 325.2 billion, Nvidia and Sherwin-William are set to join the Dow Jones Industrial Average...
Nov. 1, 2024

First Day Of November

Strategies for the end of the Year, Best of Moments from October, Briefing.com Strategist Patrick O'Hare Talks About the Markets
Oct. 31, 2024

Microsoft Shares Slid After Revenue Guidance Disappointed

Meta Platforms dropped 2.2 percent as they missed expectations for user growth and warned capital expenditures will significantly rise, Tech earnings continue with results from Apple and Amazon due after the bell, Starbucks to add more personal...
Oct. 30, 2024

Markets Move Higher On Mixed Earnings

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Alphabet kicked off a major week for megacap tech earnings, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El...