Episodes

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...

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

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...

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...

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...

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

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...

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...

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

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...

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...

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...

The Private Equity trend, Stock Splits, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo

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

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

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...

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...

What makes a great investment, Withdrawing money after 65, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo

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

S and P 500 hits record on cool inflation data, Patrick O'Hare Talks About the Markets, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo

Wall Street looking for answers this year, Possible outcomes for the 2024 elections, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo

Looking at the markets so far this year, Thoughts about building wealth, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo

Latest Jobs Report, Thinking about Stocks and Retirement, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo

Lululemon jumped 8 percent as the Sportswear Manufacturer beat expectations, Mr Mortgage Man Scott W Thompson on mortgages, More on Rob's Pints and Portfolios Saturday June 22 in San Mateo