Episodes

Oct. 20, 2025

Markets Jump As Rally Accelerates

Stocks moved higher thanks to a rise in Apple shares, Investors looked ahead to a possible end to the ongoing U.S. government shutdown as well as a slew of big-name earnings reports and inflation data expected in the coming d...
Oct. 17, 2025

Strategies For Dealing With The October Markets

What to know about Crypto Currencies, The latest earnings, More on the last Pints and Portfolios on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors
Oct. 16, 2025

Stocks Rise Boosted By Solid Earnings

Stocks were higher after big banks’ better-than-expected earnings and several Big Tech stocks buoyed the market, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & W...
Oct. 15, 2025

Markets Rise With Strong Earnings

Bank of America shares jumped 5 percent after posting stong earnings and revenue that beat analyst expectations as Morgan Stanley, Goldman Sachs and Wells Fargo also reported a strong day which overshadowed worries about grow...
Oct. 14, 2025

Stocks Fell Resuming The Selling From Last Week

Trade worries were reignited overnight by China as they moved to tighten its grip on global shipping after curbing rare earth exports to the U.S., EP Wealth's advisor Chad Burton discusses building your wealth, More on the Th...
Oct. 13, 2025

Markets Jump As Concerns Around China Trade Tensions Ease

Stocks surged and rebounding from Friday’s sell off after President Donald Trump said trade relations with China “will all be fine,” EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October...
Oct. 10, 2025

Looking At Stock Drop With Certified Financial Planner Chad Burton

What scared the markets, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advi...
Oct. 10, 2025

Special Guest Certified Financial Planner Chad Burton On Your Wealth

Markets focus on President Trump's next moves, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lod...
Oct. 9, 2025

Markets Retreat From Record High

Costco is one of the bright spots as shares gained 2 percent after the big-box retailer delivered solid September sales data, Managing Director of Investments at EP Wealth Advisors Adam Phillips and Bay Area Loansource's Tony...
Oct. 8, 2025

Bubble Predictions

Patrick O'Hare of Briefing.com on the current markets, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto ...
Oct. 7, 2025

Awaiting Shutdown Ending

The S and P 500 looked for more developments out of Washington on the current U.S. government shutdown that is now in its second week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday Octob...
Oct. 6, 2025

Nasdaq Saw A Boost From AMD Jumping

AMD jumps more than 20 percent after the company reached a deal with Open AI leader for a 10 percent stake in the chipmaker, Investors shrugged off worries about the U.S. government shutdown which has now dragged on into a s...
Oct. 3, 2025

Certified Financial Planner Chad Burton Discusses Your Retirement

Late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elk...
Oct. 3, 2025

Shut Down Delays Job Report

What are the different Bull Markets right now, The Rising Cost of Living, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad B...
Oct. 2, 2025

People Expecting Rate Cuts

Nasdaq and S and P hit record highs over rate cut hopes, The latest in Quantum computing, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Adv...
Oct. 1, 2025

Watching Government Shut Down

Fears of a longer-than-normal stoppage that weighs on an already fragile economy, Patrick O'Hare of Briefing.com and Managing Director of Investments at EP Wealth Advisors Adam Phillips on the current markets, More on the Thu...
Sept. 30, 2025

Wall Street Headed For Unusually Strong September

Although shutdowns aren’t usually market-moving events this time could be different, Investors are already wary about a slowing labor market and the risk of stagflation as well as elevated stock valuations, More on the Thursd...
Sept. 29, 2025

Artificial Intelligence Trade Has Lost Some Steam

AI chip darling Nvidia rose after skepticism around the AI trade put pressure on the broader stock market last week, Some even questioned whether there was enough energy to power an infrastructure plan between Nvidia and Open...
Sept. 26, 2025

What Is The Fed Dilemma

What is a K Shaped Economy, What is the AI problem in the markets, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton a...
Sept. 25, 2025

Stocks Fall For A Third Day

Stocks fell again bogged down by a further 3 percent pullback in Oracle as well as a jump in rates, The market action appears to be reflecting concerns about record-high valuations and potentially risky circular relationships...
Sept. 24, 2025

Federal Reserve Chair Jerome Powell Called Out At Press Conference

The S and P 500 was relatively unchanged as artificial intelligence giants Nvidia and Oracle came under pressure for a second day, Patrick O'Hare of Briefing.com on the current markets, More on the Thursday October 16th Retir...
Sept. 23, 2025

The Three Major Averages Closed At Highs

The S and P 500 reached new heights as investors monitor the risks to the market’s rally to record levels and the three major averages closed at all-time highs on Monday marking three straight winning sessions for the S and P...
Sept. 22, 2025

Stocks Kept In Check By Growing Risk Of Shutdown

The S and P 500 was relatively unchanged Monday following a strong week for the major averages that drove them to fresh record highs, The deadline for lawmakers to fund the government is Sept. 30th, More on the Thursday Octob...
Sept. 19, 2025

Nvidia Information You Should Know

A deep dive into what Nvidia is all about, Why Jeffrey Gundlach is so interesting, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors C...