Episodes
Dec. 28, 2023
Strategy For The End Of The Year
Looking Back on 2023, Briefing.com Strategist Patrick O'Hare Talks About the Markets at the End of the Year, People Relocating for Money Reasons and More on Pints and Portfolios in Sunnyvale Saturday, January 20th
Dec. 27, 2023
Ten Financial Commandments For Your Thirties
Money Basics for your 30s, Strategies to Gaining Wealth, More on Pints and Portfolios in Sunnyvale Saturday, January 20th
Dec. 26, 2023
Ten Financial Commandments In Your Twenties
Working on a Roadmap to Retirement, Ideas for Saving Money, More on Pints and Portfolios in Sunnyvale Saturday, January 20th
Dec. 25, 2023
Twenty Basic Things To Know
Money 101 of 20 Basic Things Rob would Teach his Kids, Ideas for Building Wealth, More on Pints and Portfolios in Sunnyvale Saturday, January 20th
Dec. 22, 2023
Investing Ideas For The End Of The Year
Inflation for 2024, Areas to Look At for 2024, Artificial Intelligence in 2024 and More on Pints and Portfolios in Sunnyvale Saturday, January 20th
Dec. 21, 2023
Gifting Stocks
Ideas for Estate Planning, 10 Year Treasury Yields, Tesla in 2023 and More on Pints and Portfolios in Sunnyvale Saturday, January 20th
Dec. 20, 2023
Stocks Look To Continue Year End Rally
Markets Rising Slightly after the Latest Encouraging Economic Data bolstered Investor Sentiment heading into End of the Year, Elon Musk is launching a new Private K through 12 School, Briefing.com Strategist Patrick O'Hare Talks About the Current...
Dec. 19, 2023
Market Rally Continues
Last week’s indication of Three Likely Interest Rate Cuts from the Federal Reserve in 2024 provided another Catalyst for the Market, The number of Accredited Investors swelled to 24 Million in 2022, Intended Holiday Spending per person Jumped 31...
Dec. 18, 2023
Seven Weeks Of Gainsmas
Stocks Rose as the Market maintained the Momentum seen during its Seven Week Winning Streak, The S and P 500 is coming off its longest string of Weekly Gains since 2017, Streaming Bills got a lot More Expensive in 2023 and More on Pints and Portfolios...
Dec. 15, 2023
The Rate Cut Issue
The Fed Pivot has Investors expecting a March Rate Cut, The fight against Skin Cancer by Merck Moderna, Tony Mendes from The Real Estate Report and Bay Area LoanSource discusses new Products for Home Buying
Dec. 14, 2023
Stocks Rise As Fed Pivot Fuels Euphoria
Investors continued to Celebrate a Dovish Shift by the Federal Reserve that helped propel the Dow to a new all time Closing High, Even Global markets are caught up in a Wild Rally, The Federal Reserve signaled that there may be Multiple Interest Rate...
Dec. 13, 2023
The Bulls Are Back In Town
Stocks were mostly flat Wednesday as Investors await the Federal Reserve’s latest Policy Decision, Shares of Pfizer touched a 10 Year Low, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets
Dec. 12, 2023
Stocks Edge Higher Before Federal Reserve Rate Decision
Stocks were little changed as Wall Street parsed through another Round of Inflation Data in search of clues on when the Fed could start Easing Monetary Policy, Airports will see their Busiest Holiday Travel Season, Tony Mendes from The Real Estate...
Dec. 11, 2023
Awaiting The Final Fed Meeting Of The Year
S And P 500 and Nasdaq are coming off their Sixth Straight Weekly Gain, Macy’s shares rallied more than Sixteen Percent on news they have received a Buyout Offer, Tony Mendes from The Real Estate Report and Bay Area LoanSource discusses Mortgage...
Dec. 8, 2023
Labor Market Slowing Down
What the current Labor Market means for Interest Rates next year, Medical Insurance as you get older, The Elon Musk super charging Network
Dec. 7, 2023
Focus Of Investors On Job Market
The S and P 500 is attempting to Snap a three day Losing Streak with traders looking ahead to Friday’s All Important Jobs Report, Drug Pricing Comes Under Pressure, More on Rob and EP Wealth's CFP Chad Burton's live Webinar Thursday, December 7th
Dec. 6, 2023
Stocks Are Moving Higher As Yields Fall
Job market weakness is Good News for stocks as it bolsters the case for the Federal Reserve to pause its Rate Hikes and consider cutting soon, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, More on Rob and EP Wealth's CFP Chad...
Dec. 5, 2023
Stocks Mixed As Labor Market Slows
Job Openings in October showed Slowing Demand in the Labor Market, EP Wealth CFP Chad Burton discusses with Rob what you should know when getting Closer to Retirement and More on Rob and Chad's live webinar Thursday, December 7th
Dec. 4, 2023
Markets Lower Following Five Weeks Of Gains
Investors Questioned whether the Market was Getting Ahead of Itself, The Nasdaq Composite declined as Investors sold Big Tech Shares, More on Rob and EP Wealth's CFP Chad Burton's live Webinar Thursday, December 7th
Dec. 1, 2023
Rob Talks With CFP Chad Burton About Retirement Planning
EP Wealth CFP Chad Burton discusses with Rob what you should know when getting Closer to Retirement and More on Rob and Chad's live webinar Thursday, December 7th
Nov. 30, 2023
November May Be Best Month This Year For Stocks
Number of Americans Who Are MortgageFree Is at an AllTime High, College dropout Ryan Reynolds Is Worth North of 350 Million, More on Rob and EP Wealth's CFP Chad Burton's live Webinar Thursday, December 7th
Nov. 29, 2023
Stocks Rise As November Rally Continues
Investors held out Hope that the Federal Reserve is done raising Benchmark Interest Rate, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, EP Wealth CFP Chad Burton has More on Rob and Chad's live webinar Thursday, December 7th
Nov. 28, 2023
Markets Rise As Rally Tries To Regain Steam
Wall Street looked to add to its Strong November Performance, Amazon touts Record Breaking sales for Cyber Monday, More on Rob and EP Wealth's CFP Chad Burton's live webinar Thursday, December 7th
Nov. 27, 2023
Traders Took A Breather
S and P 500 falls as 4 Week Rally pauses, Black Friday eCommerce Spending Jumped over 7 percent from a year earlier, Retailers are set to cut Prices by 30 percent on Electronics for Cyber Monday and More on Rob and EP Wealth's CFP Chad Burton's live...