Episodes

March 19, 2024

Wall Street Turning Its Eyes To Washington

Bitcoin slumps as traders started Taking Profits after it had soared roughly 70 percent from the start of the year, CFP and CPCC Stephanie Richman of EP Wealth on What You Need to Know About Crafting Your Retirement, More on Rob's two hour seminar...
March 18, 2024

Stocks Rebound After Two Weeks Of Losses

Stocks rose led by gains in Nvidia, Homebuilder Sentiment turns positive for the first time since July, More on Rob's two hour seminar with CPCC Stephanie Richman of EP Wealth Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette...
March 15, 2024

Having A Successful Retirement

CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks, What You Need to Know About Crafting Your Retirement, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at...
March 14, 2024

Stocks Wobble After Hot Inflation Print

S and P 500 slid below the flatline, CFP and CPCC Stephanie Richman of EP Wealth on Retirement Readiness, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
March 13, 2024

Nvidia Cools Off From Its Rally To Start 2024

House passes bill that could lead to a TikTok ban, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
March 12, 2024

Stocks Rise After Inflation Report

Technology stocks Spurred Higher after a couple of down days on Friday and Monday, CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don...
March 11, 2024

Being Financially Prepared

CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community...
March 8, 2024

CFP Chad Burton With Helpful Financial Planning Ideas

What to focus on with Your Financial Planning, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
March 7, 2024

Stocks Gain On Easing Inflation Hopes

Investor Optimism was boosted after the European Central Bank lowered forecasts for Annual Inflation, Adam Sandler Was Highest Paid Actor of 2023, CFP and CPCC Stephanie Richman of EP Wealth on her two hour seminar with Rob on Saturday March 23rd 10am...
March 6, 2024

Stock Markets Try To Rebound

Stocks rose Wednesday aided by Recovering Technology Names after back to back losing sessions on Wall Street, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd...
March 5, 2024

Stocks Are On Track For Another Losing Session

Technology Sector Struggled as Apple slipped more than 3 percent after research shows iPhone sales plunged in China in the first six weeks of 2024, Regulators have Capped Credit Card Late Fees, CFP and CPCC Stephanie Richman of EP Wealth on her...
March 4, 2024

Stock Rally Loses Steam

Investors prepare for a week where Federal Reserve Chair Jerome Powell's testimony and the monthly jobs report could put Equity Gains to the test, Dune Part 2 delivers the biggest opening weekend of 2024, CFP and CPCC Stephanie Richman of EP Wealth on...
March 1, 2024

CFP Chad Burton Has Strategies For Financial Planning

What to focus on with your Financial Planning, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
Feb. 29, 2024

Inflation Is Not Reaccelerating

The S and P 500 ticked higher as investors digested a Key Inflation Metric that met economist expectations along with fresh housing numbers, Taylor Swift brings Event Tourism to Singapore, More on Rob's two hour seminar with CFP Stephanie Richman...
Feb. 28, 2024

Stocks Wait For Thursday Inflation Report

Caution Prevailed ahead of a Crucial Inflation Report that will guide expectations for Interest Rate Cuts, Bitcoin jumps above 60 Thousand Dollars for the first time since November 2021, Briefing.com Strategist Patrick O'Hare Talks About the Current...
Feb. 27, 2024

Stocks Are Little Changed Tuesday

Investors looking ahead to Key Data slated for release later this week, Retail giant Macy’s advanced more than 5 percent after announcing it would close around 150 of its stores, More on Rob's two hour seminar with CFP Stephanie Richman Saturday...
Feb. 26, 2024

Stocks Drift After Record Setting Week

Stocks took a breather after closing out a dizzying week at record highs, New inflation data in the coming days will test the staying power of the breakout rally that followed Nvidia's results, Theaters are relying on Dune 2
Feb. 23, 2024

CFP Chad Burton Joins Rob On Talking About Retirement

Looking at the S and P 500, What is the Four Percent Rule, EP Wealth CFP Chad Burton discusses Retirement Readiness
Feb. 22, 2024

CFP Chad Burton Joins Rob On Looking Ahead To Retirement

Getting Ready for Retirement five years out and more, EP Wealth CFP Chad Burton discusses Retirement Readiness, More Helpful Highlights from this year so far
Feb. 21, 2024

Stocks Fall For A Third Day

Market has been up in 14 out of 16 weeks, Concerns surrounding Nvidia’s high valuation have grown as Shares of the Chipmaker have soared about 230 percent over the past year, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets
Feb. 20, 2024

Tech Stocks Slide As Earnings Take Center Stage

Shares of Home Depot dipped after it signaled Demand has Failed to pick up amid Inflation, Capital One is adding Discover to its Wallet, Car Insurance Prices Soar even as inflation eases
Feb. 19, 2024

Wealth Management Today

Plans for not working Till The Day You Die, EP Wealth CFP Chad Burton discusses Retirement Readiness, Briefing.com Strategist Patrick O'Hare Talks About the Markets
Feb. 16, 2024

First Six Weeks Of The Year

CPI Stengthens showing More Inflation and what that means, Deciding on which Stocks to Pick, EP Wealth CFP Chad Burton discusses Retirement Readiness,
Feb. 15, 2024

Stocks Rise After Soft Retail Sales

Initial Unemployment Claims dropped 8,000 from the prior week's revised total to 212,000 amid ongoing Layoff Announcements, Consumers tightened their belts more than expected in January as cold weather and higher interest rates Hampered Demand, More...