Episodes
July 18, 2024
Nasdaq Tries To Rebound From Worst Day Since 2022
Wall Street has dumped shares of artificial intelligence plays into other stocks hoping for a broader market, Mr Mortgage Man Scott W Thompson on mortgages, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious...
July 17, 2024
Stocks Slide As China Risk Rattles Techs
Briefing.com Strategist Patrick O'Hare Talks About the Markets, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne...
July 16, 2024
Stocks Opened Higher As Investors Assessed Big Bank Earnings
Amazon Primed Day taking place a week later than last year pushing it closer to the school season, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement...
July 15, 2024
Dow Rises To Record High After Trump Survives Assassination Attempt
Stocks advanced as investors evaluated the impact of the assassination attempt on former President Donald Trump, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious...
July 12, 2024
Talking Investing
Nasdaq snapped a 7 day winning streak, JP Morgan Chase profit surged in Q2, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City
July 11, 2024
Stocks Wobble As Inflation Cools
Consumer prices unexpectedly fell on a month-over-month basis for the first time since 2020, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio...
July 10, 2024
Investors Looked Ahead To A Major Inflation Report
S&P 500 rises for a seventh straight day, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City
July 9, 2024
Investors Digest Key Testimony From Powell
Powell said that keeping interest rates elevated for too long could risk further economic growth, Stolen crypto doubled to 1.38 billion dollars in the first half of 2024 more than double the 657 million looted in the same period a year ago, More on...
July 8, 2024
Investors Await Key Inflation Data For Further Clues
The S and P 500 rose to a fresh record Monday, U.S. airlines cancel over 1,300 flights due to Hurricane Beryl, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at...
July 3, 2024
Tax Conscious Retirement
EP Wealth's CFP Chad Burton discusses tax issues to avoid in retirement, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at...
July 2, 2024
Third Quarter Begins
Shortened holiday week financial news, Looking ahead to the future of Tech Stocks this quarter, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City
July 1, 2024
Stocks Waver As New Quarter Kicks Off
Investors are debating whether the second half will bring a pullback or a broadening in the record breaking tech driven rally, Coming into focus is the June jobs report due Friday, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for...
June 28, 2024
Where We Are In The Markets
What yesterday's Debate may mean for the Markets, EP Wealth CFP Ryan Ignacio discusses preparing for Retirement, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at...
June 27, 2024
Talking About Your Retirement
Walgreens to close stores, Saving and Investing, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City
June 26, 2024
Stocks Waver As Investors Wait For Friday
The S and P 500 has been down 4 out of 5 days as it closes out this week a six month gain of nearly 15 percent, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building...
June 25, 2024
Rebound In Nvidia Shares
S and P 500 and the Nasdaq rise as Nvidia rebounds, Amazon’s made up holiday Prime Day kicks off July 16 through July 17 with rapper Megan Thee Stallion creating a song called It’s Prime Day, More on Rob and EP Wealth CFP Chad Burton's...
June 24, 2024
Stocks Edge Higher After Record Week
The Dow Jones Industrial Average climbed as investors sold big technology names in favor into other sectors such as banks and energy, Forever 21 seeks 50 percent rent concessions as fast fashion brand faces financial woes, Inside Out 2 added 30...
June 21, 2024
Current Trends In The Investment World
The Private Equity trend, Stock Splits, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo
June 20, 2024
The AI Driven Rally Showing No Signs Of Slowing Down
Nvidia rose 2.7 percent as the de facto AI Market Leader so far climbing more than 180 percent this year, Justin Beiber with financial troubles, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo
June 19, 2024
The Juneteenth Holiday Brings Thoughts On Your Finances
The financial story behind the late Willie Mays, Tips on how to Accumlate Wealth, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo
June 18, 2024
Market Hovers Near Record Highs
The S and P 500 hit its 30th record this year defying concerns about narrow breadth that could make the market more vulnerable to surprises, Retail sales miss in sign of a Struggling consumer, More on Rob's Pints and Portfolios Saturday June 22 in San...
June 17, 2024
Stocks Hold Near Record Highs
The S and P 500 was little changed as traders start a holiday shortened week with markets closed Wednesday for the Juneteenth Holiday, 45 percent of parents take on debt for Disney vacations, More on Rob's Pints and Portfolios Saturday June 22 in San...
June 14, 2024
When Was Your First Investment
What makes a great investment, Withdrawing money after 65, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo
June 13, 2024
Inflation Pressures May Be Easing
S and P 500 hovers near record, May’s producer price index fell 0.2 percent from the prior month, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo