Episodes

Stocks Rose After Strong Quarterly Results From Two Big Tech Players
May 1, 2025

Stocks Rose After Strong Quarterly Results From Two Big Tech Players

Stocks jump after Microsoft and Meta surge, EP Wealth CFP Chad Burton on planning for retirement, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
Stocks Sink On Bleak GDP
April 30, 2025

Stocks Sink On Bleak GDP

Stocks tumbled spoiling a stock market comeback on the last day of April, The U.S. economy contracted 0.3 percent in the first quarter raising fears the economy was slipping into a recession under the weight of Trump’s policy on trade, More on the...
Investors Await Trade Deal Progress
April 29, 2025

Investors Await Trade Deal Progress

The S and P 500 was relatively unchanged as Wall Street awaits any progress on trade deal negotiations, Stocks came under some pressure as Treasury Secretary Scott Bessent failed to detail further progress on trade deals in remarks from the White...
A Packed Week For Earnings
April 28, 2025

A Packed Week For Earnings

The S and P 500 was relatively unchanged ahead of a packed week for earnings and economic data, Wall Street is also awaiting any progress on trade deal negotiations, Amazon, Apple, Meta Platforms and Microsoft will all release their quarterly reports...
Everything Financial For The End Of The Week
April 25, 2025

Everything Financial For The End Of The Week

Markets wrap up a successful week, Bye bye red food dye, Intel's tough times
Musk Stepping Back From DC
April 24, 2025

Musk Stepping Back From DC

Trump from tariffs to student loan debt, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm today with CFP Chad Burton and CFP Ryan...
Stocks Surged On Hopes Trade Tensions Could Soon Ease
April 23, 2025

Stocks Surged On Hopes Trade Tensions Could Soon Ease

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Trump said that the current 145 percent tariff on Chinese imports is very high and it won’t be that high, More on the Wealth Management and Retirement Planning...
Stocks Surge To Recover From Bruising
April 22, 2025

Stocks Surge To Recover From Bruising

Stocks rose as traders tried to recover following a rough day on Wall Street as President Donald Trump’s latest criticism of Federal Reserve Chair Jerome Powell hurt sentiment, CFP Chad Burton answers questions about getting ready for retirement,...
Dow Tumbles As Investors Await Trade Deals
April 21, 2025

Dow Tumbles As Investors Await Trade Deals

Stocks fell again as Trump ramped up attacks on Federal Reserve Chair Jerome Powell raising questions about the central bank’s independence, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth Management and...
Processing The Past Several Weeks
April 18, 2025

Processing The Past Several Weeks

What to remember in the recent turbulent markets, Special Announcement regarding a new Bay Area radio show with Rob Black and CFP Chad Burton, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm with...
Stocks Fall For Third Day As Tech Struggles Again
April 17, 2025

Stocks Fall For Third Day As Tech Struggles Again

Stocks retreated once again, the last trading day of the week, as pressure on tech names persisted while UnitedHealth shares nosedived, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth Management and Retirement...
Stocks Slide As Nvidia Weighs On Tech
April 16, 2025

Stocks Slide As Nvidia Weighs On Tech

Shares of Nvidia lost 6 percent after the chip giant said it will post a 5.5 billion dollar quarterly charge related to exporting its H20 graphics processing units to China and other nations, Patrick O'Hare from Briefing.com provides an update on the...
Stocks Rising As Investors Analyze Latest Earnings
April 15, 2025

Stocks Rising As Investors Analyze Latest Earnings

The three averages are coming off back-to-back winning sessions, EP Wealth Director of Investments Adam Phillips on the Current Markets, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm with CFP Chad...
Markets Not As Bad As You Think
April 14, 2025

Markets Not As Bad As You Think

The economy of music festivals, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm with CFP Chad Burton and CFP Ryan Ignacio
Pretty Rough Week In The Markets
April 11, 2025

Pretty Rough Week In The Markets

US Consumer Prices fell in March which is the first monthly decline in prices in nearly 5 years, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in...
Markets Fall As Tariff Sell Off Resumes
April 10, 2025

Markets Fall As Tariff Sell Off Resumes

Yesterday the S and P 500 soared more than 9 percent for its third-largest gain in a single day since World War II, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth Management and Retirement Planning Seminar at...
Stocks Move Sideways As Trade War Heats Up
April 9, 2025

Stocks Move Sideways As Trade War Heats Up

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, China said it will raise its tariff on US goods to 84 percent retaliating to the hefty new tariffs on its imports that kicked in today, More on the Wealth...
Markets Rebound On Rising Hopes For Tariff Deals
April 8, 2025

Markets Rebound On Rising Hopes For Tariff Deals

Stocks surged in a slight reprieve from the tariff market turmoil on rising hopes the U.S. would reach trade deals to lower the duties over time, Stocks were on track for their best session since November 2022, CFP Chad Burton answers questions about...
A Market Never Like This Before
April 7, 2025

A Market Never Like This Before

What we are seeing with the Markets now and why, Tesla stock troubles, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm with CFP Chad Burton and CFP Ryan Ignacio
Making Sense Of The Market Headlines
April 4, 2025

Making Sense Of The Market Headlines

Trump Tariff Sell-Off Worsens but some Opportunities, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm with CFP Chad Burton and...
Global Trade War Brings Recession Fears
April 3, 2025

Global Trade War Brings Recession Fears

President Donald Trump signed an aggressive and far-reaching reciprocal tariff policy at the White House which sets a 10 percent baseline tariff across the board, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth...
Street Braces For Trump Tariff Rollout
April 2, 2025

Street Braces For Trump Tariff Rollout

Uncertainty around Trump's tariffs has spurred recent market volatility with the broad market index down five out of the past six weeks, Visa bids 100 million dollars to replace Mastercard as Apple's new credit card partner, More on the Wealth...
Bad Quarter For Stocks
April 1, 2025

Bad Quarter For Stocks

Real ID scramble causes DMV chaos, US travel demand is seeing some turbulence, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm with CFP's Chad Burton and Ryan Ignacio
Markets Brace For Trump Tariff Rollout
April 1, 2025

Markets Brace For Trump Tariff Rollout

The S and P 500 hovered near the flatline as the market awaited clarity from President Donald Trump, February’s job openings were  slightly below estimates, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San...