Episodes
July 16, 2025
Stocks Little Changed As Investors Weigh Earnings
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Investors weighed earnings releases from big banks and digested the latest wholesale inflation report, More on the next Pints and Portfol...
July 15, 2025
Markets Slip On Inflation Concerns
The S and P 500 slipped as investors digested the latest U.S. inflation data, The consumer price index increased 0.3 percent on the month putting the annual inflation rate at 2.7 percent, Adam Phillips the Managing Director o...
July 14, 2025
Investors Bet Trump Tariffs Will Be Lowered
Stocks are little changed even after President Donald Trump threatened 30 percent tariffs on the European Union and Mexico starting Aug. 1st, This week we will get inflation readings, Certified Financial Planner Chad Burton f...
July 11, 2025
Strategy Show For Your Financial Future
Let's talk about Luxury Stocks, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses preparing for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyva...
July 10, 2025
Markets Focus On Trump Tariffs
President Trump said late Wednesday that a 50 percent U.S. tariff on imported copper and a 50 percent tariff on Brazil will take effect Aug. 1st, Certified Financial Planner Chad Burton of EP Wealth Advisors discusses plannin...
July 9, 2025
Trump Tariffs Reactions
Copper Tariffs and Drug Tariffs, Adam Phillips Managing Director of Investments and Partner at EP Wealth Advisors discusses the markets, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Su...
July 8, 2025
Cautious Uncertainty
Trade situation causing markets to hit pause, Tesla reacting to the new Tax and Spend bill, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
July 7, 2025
Down After Record Highs
Many Tariff Deals could take place this week and this is also Earnings Week, Certified Financial Planner Chad Burton from EP Wealth Adivsors is Rob's special guest covering important tips to remember when planning for retirem...
July 4, 2025
Where We Are Halfway Through 2025
Where the Stock Market and the Economy is after the markets closed yesterday, What is the Financial Outcome of the Diddy Trial, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale w...
July 3, 2025
Stocks Rallied After Strong Jobs Report
June nonfarm payrolls rose by 147,000 well above the 110,000 forecast, The unemployment rate fell to 4.1 percent versus expectations for a rise to 4.3 percent, Certified Financial Planner Chad Burton and More on the next Pint...
July 2, 2025
Trump Announces Vietnam Trade Deal
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, A 20 percent tariff to be placed on Vietnamese exports to the US, More on the next Pints and Portfolios on Saturday July 19th from 11:30a...
July 1, 2025
The Broad Market Index Notched Another Record
S and P 500 slips to kick off second half of 2025, Closing out a stunning quarter, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
June 30, 2025
Marching Toward The Highs Set Earlier In The Year
Stocks rose as increasing trade hopes among investors position Wall Street to close out a stunning month with even more record highs, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses your retirment pl...
June 27, 2025
Strategy Show On A Lot Of Topics
Alternative Investments, Social Security Do-overs, Shaking credit card debt, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
June 26, 2025
The Markets Are Looking Forward Seeing Lower Interest Rates
The markets are also looking forward to less regulation in the banking sector, a shift from austerity to stimulus in Europe, and a less biting inflation and tariff environment, More on the next Pints and Portfolios on Saturda...
June 25, 2025
Record Highs On Wall Street
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, The S and P 500 rose slightly as investors watched to see if the benchmark index could return to its all-time high, More on the next Pint...
June 24, 2025
Markets Jump As Oil Tumbles A Second Day
Stocks rose while oil prices fell as investors bet that a delicate ceasefire between Israel and Iran would hold, Oil prices slipped more than 5 percent and were down 7 percent a day earlier, More on the next Pints and Portfol...
June 23, 2025
Markets Gain Despite Bombing Of Iran
Stocks were higher even after the United States entered Israel’s war against Iran over the weekend, Oil prices was relatively tame, Federal Reserve Governor Michelle Bowman that said she would be in favor of the central bank ...
June 20, 2025
Stocks In The Sports World
The Worth of Sports Franchises, The economy of Formula 1, The finances of the Rangers and the Braves
June 18, 2025
Stocks Rose As Traders Monitor The Middle East
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Federal Reserve’s latest rate policy decision today, Tesla will pause production for the second time in two months at its Gigafactory Tex...
June 17, 2025
Stocks Retreated Amid Dwindling Hopes For A Quick Resolution
Stocks slide as Israel-Iran truce hostilities persist, Trump's overnight call for the evacuation of Iran's capital city spooked markets, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City ...
June 16, 2025
Stocks Gaining Steam
The stock market was bouncing back amid some reprieve in the surge in oil prices as global markets sized up the conflict between Israel and Iran, The S and P 500 is about 2.9 percent from setting a fresh high, More on the Ret...
June 13, 2025
The Stocks Involved With Artificial Intelligence
What to know about the AI stock players, Trends with Venture Capital Firms, 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 Ry...
June 12, 2025
Stocks Edge Higher On Milder Inflation
President Trump renewed his threat to impose take it or leave it tariffs on trading partners, Boeing slumped in the wake of a deadly plane crash in India, More on the Retirement and Wealth Management seminar at the Crowne Pla...