Episodes
May 30, 2025
Generational Wealth
Paying for College, Women and Investing, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors
May 29, 2025
Why Nvidia Strong Earnings Matter To You
Markets Rise After Trump Tariff Ruling and Nvidia Earnings, Nvidia shares rallied technology stocks around the world since AI is still a hot trade, More on the Retirement and Wealth Management seminar at the Crowne Plaze in F...
May 28, 2025
Stocks Take A Breather After Big Rally
Patrick O'Hare from Briefing.com provides an update on the uncertain market condition, The rebound in recent weeks among Big Tech stocks hinges on Nvidia more than any other Magnificent Seven member, More on the Retirement an...
May 27, 2025
Market Rally Fueled By Tariff Delay
Dow Jones Industrial Average surged 523 points following Trump’s announcement to delay a 50 percent EU tariff to July 9 after a request from European Commission President Ursula von der Ley, This comes after markets fell over...
May 23, 2025
Direct Indexing
Ideas to consider while preparing for your retirement years, What to remember to do in your twenties and what to remind your twenty-year old friends, More on the Retirement and Wealth Management seminar at the Crowne Plaze in...
May 22, 2025
Tax Plan Passes House
Trump's Tax Plan impacting markets, Future of electric car mandates, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Igna...
May 21, 2025
Markets Drop As Treasury Yields Spike High
Patrick O'Hare from Briefing.com provides an update on the uncertain market condition, Treasury yields moved higher as the budget bill being crafted is seen as putting pressure on the country’s deficit, More on the Retiremen...
May 20, 2025
Investors Digested Strong Gains From Recent Sessions
The moves come a day after the S and P 500 eked out a small gain to stretch its winning streak to six days, The S and P 500 has rallied more than 20 percent since hitting an April low, More on the Retirement and Wealth Manage...
May 19, 2025
Stocks Retreat After Debt Downgrade
Stocks slipped after Moody’s downgraded the U.S. credit rating late Friday causing Treasury yields to spike, The firm cited the federal government’s growing budget deficit and the ramifications of rolling over existing U.S. d...
May 16, 2025
Mid May Strategy Show
Working with a Wealth Manager vs an Asset Manager, Reasons not to pay off your mortgage, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 15, 2025
Market Has Shifted To Cautious Optimism
S and P 500 falls for the first time in four sessions putting its three-day winning streak at risk, Walmart warns that higher are prices coming soon due to tariffs at the end of May, More on the Pints and Portfolios event on ...
May 14, 2025
Almost Half Way Through May
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Markets feeling a little cheeky, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 13, 2025
Clawing Back Into Positive Territory For The Year
S and P 500 rises erasing loss for 2025 and back into positive territory for the year as investors extended gains seen in the previous session due to easing U.S. China trade tensions, Managing Director of Investments at EP We...
May 12, 2025
Stocks Rallied After China Tariffs Temporarily Slashed
U.S. tariffs on Chinese goods down to 30 percent while Chinese tariffs on U.S. imports to 10 percent, Analysts expect China tariffs to slide to 15 percent by end of negotiations, More on the Pints and Portfolios event on Satu...
May 9, 2025
The Rob Black Strategy Show For May 2025
What we can learn from Athletes, Real Estate versus Stocks, Warren Buffett quotes, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 8, 2025
Markets Rise After Great Britain Trade Deal
Stocks were higher after President Donald Trump announced that a trade deal between the U.S. and United Kingdom had been struck, Tech shares rose, boosted on news that the Trump administration is preparing to rescind artificial intelligence chip...
May 7, 2025
Stocks Waiting On The Latest Updates On Trade Negotiations
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Stocks are waiting on the latest updates on U.S. trade negotiations and looked toward the Federal Reserve interest rate announcement expected later in the day,...
May 6, 2025
Stocks Slide With Tariff Fears Back
Stocks slipped as investors awaited the Federal Reserve’s policy decision and watched for signs of progress in global trade deals, Managing Director of Investments at EP Wealh Adam Phillips looks back at the April rebound, More on the Pints and...
May 5, 2025
Stocks Fall After Historic Run
President Trump's new tariff threat revived trade war worries in the wait for a Federal Reserve policy decision, Trump said this weekend that he has no plans to speak to his Chinese counterpart this week, More on the Pints and Portfolios event on...
May 2, 2025
Big Day On The Markets
Broad Market Rally, Alternative investments from EP Wealth CFP Chad Burton, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
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
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...
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...
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...