Episodes

Sept. 25, 2024

All Three Averages On Track For A Positive September

Briefing.com Strategist Patrick O'Hare Talks About the Markets, The S and P 500 trading near record highs, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September...
Sept. 24, 2024

Getting You Through Retirement With CFP Chad Burton

More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino
Sept. 23, 2024

Entering A Period Where There Will Be Election Risk

The S and P 500 rose slightly after excitement over last week’s interest rate cut propelled stocks to a record-high levels, We are seeing a softening in the lower end of the labor market, More on the Wealth Preservation in Retirement: Planning for...
Sept. 20, 2024

Looking Back At Rate Change Week

What a new CEO means to a company, Looking Back at the movie The Wolf of Wall Street, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper...
Sept. 19, 2024

Markets Rally A Day After Big Fed Rate Cut

Stocks rose after the Federal Reserve’s Wednesday decision to lower interest rates to 4.75 percent to 5 percent from 5.25 percent to 5.5 percent, Weekly Jobless Claims fell by 12,000 to 219,000 which was far below estimates, More on the Wealth...
Sept. 18, 2024

First Federal Reserve Interest Rate Cut In Four Years

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Houses becoming more affordable due to rate cut, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday,...
Sept. 17, 2024

Wall Street On Standby For Fed Rate Cut

Market awaits the Federal Reserve’s key interest rate cut decision, TikTok fights its ban in court, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at...
Sept. 16, 2024

Start Of A Fed Cut Week

Questions about the Fed Cut, Fifty Days till the Election, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino
Sept. 13, 2024

Talk Strategies

Talking investments and getting to retirement, Where to get your research, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino
Sept. 12, 2024

Investors Scooped Up Some Tech Shares

S and P 500 goes for fourth straight gain, A new record was just set for the most people orbiting Earth at one time, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday,...
Sept. 11, 2024

Markets Drop As Hopes Dim For Aggressive Fed

An 85 percent chance that the Fed will approve a 25 basis point interest rate reduction at its Sept. 17-18 meeting, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on the Wealth Preservation in Retirement: Planning for Lifetime...
Sept. 10, 2024

Markets Edge Higher As Inflation Report Looms

The moves follow Monday's sharp rebound which saw the major gauges surge over 1 percent as investors went post-rout bargain hunting, Apple shares edged lower after the company lost an EU court battle over a 14 billion dollar tax bill, More on the...
Sept. 9, 2024

Markets Claw Back Some Losses

The S and P 500 tumbled 4.3 percent registering its worst week since March 2023, Huawei’s trifold phone Mate XT gets 2.7 million pre-orders ahead of Apple’s iPhone 16 launch, More on the Wealth Preservation in Retirement: Planning for Lifetime...
Sept. 6, 2024

Key Developments On The Recent Outlook For The Markets

Apple's release of AI phones this Monday, New Jobs Numbers points to a smaller Fed rate cut, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the...
Sept. 5, 2024

Tech Stocks Try To Rebound

Following back to back losing sessions as investors snatched up beaten down technology stocks ahead of Friday’s keynote labor report, Mr Mortgage Man Scott W Thompson on mortgages, More on the Wealth Preservation in Retirement: Planning for Lifetime...
Sept. 4, 2024

Stocks Rose Wednesday As Wall Street Attempted To Bounce Back

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Nvidia rose 1.5 percent after Nvidia tumbled more than 9 percent in Tuesday’s session amid a broader pullback in semiconductor stocks, More on the Wealth Preservation in Retirement:...
Sept. 3, 2024

Markets Dive On Weak Manufacturing Data

The stock market is having its worst day since August 5th of this year, Rush Hour isn’t what it used to be, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September...
Sept. 2, 2024

Working Towards Wealth

Apple Insights, Recent report from Briefing.com Strategist Patrick O'Hare about the Markets, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the...
Aug. 30, 2024

Warren Buffett At 94

Lessons from Buffett, Looking at the Markets this week, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton 6:30pm Thursday, September 26th at the Juniper Hotel in Cupertino
Aug. 29, 2024

Stocks Rise Even As Nvidia Declines

Stocks rose as investors looked to recover from declines seen in the previous session Nvidia was down 3 percent after posting its latest earnings, Berkshire Hathaway Joins the Trillion Dollar Club, More on the Wealth Preservation in Retirement:...
Aug. 28, 2024

Eye On Nvidia

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Wall Street is keeping an eye on Nvidia to gauge the sustainability of the broader tech and AI trade, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar...
Aug. 27, 2024

Stocks Turned Positive After A Stumbling Start

Investors are treading carefully on the eve of Nvidia's report could ripple through techs as it tests the AI trade that has driven gains, Friday's reading on the PCE price index could dent or cement bets on a 0.5 percent interest rate cut next month,...
Aug. 26, 2024

Dow Completes Comeback From August Rout

ATM fees have hit a new high, Subway’s 5 dollar footlong is now an 8 dollar to 15 dollar footlong as the 5 dollar deal ended in 2014, More on the Wealth Preservation in Retirement: Planning for Lifetime Income seminar with EP Wealth CFP Chad Burton...
Aug. 23, 2024

Fed Announcement Today

Jerome Powell Federal Reserve Chairman did Friday what everyone expected, the cuts when they eventually come and how many should lead to lower rates, Looking at Stock Strategies