Episodes

Financial Themes For 2024 So Far
March 29, 2024

Financial Themes For 2024 So Far

Financial Trends to be Aware Of, Financial Pitfalls to Avoid, CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks
Stocks Steady As Booming First Quarter Closes
March 28, 2024

Stocks Steady As Booming First Quarter Closes

The S and P 500 set its latest record close of the year on Wednesday with markets closed for the Good Friday holiday, Visa and Mastercard settle long running Antitrust Suit over swipe fees with merchants, Fast Food Workers Are Getting a Raise in...
Indexes Move Further From Record Levels
March 27, 2024

Indexes Move Further From Record Levels

S and P 500 tries to snap 3-day slide, Egg prices are hopping again this Easter, Too early to judge economic ramifications of Port of Baltimore Closure but businesses are starting workarounds since the Port alone contributes 15 million dollars in...
Stocks Look To Continue Record Setting Run
March 26, 2024

Stocks Look To Continue Record Setting Run

Durable goods orders Rebounded during the month of February, On Friday the government will release the Personal Consumption Expenditures Price Index, Trump Media stock jumps as much as 50 percent though Truth Social has fewer than 15 million users and...
Rally To Market Records Pauses
March 25, 2024

Rally To Market Records Pauses

Stocks were Slightly Lower to start a Shortened Trading Week as the rally that brought Wall Street to record levels took a Breather, United Airlines stock fell 6 percent after the Federal Aviation Administration said it would be Heightening Scrutiny...
Markets Are Cooling Off After A Big Run Yesterday
March 22, 2024

Markets Are Cooling Off After A Big Run Yesterday

Reactions to Mixed Earnings, The Importance of Watching FedEx, CFP and CPCC Stephanie Richman of EP Wealth on What You Need to Know About Crafting Your Retirement, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon...
Fed Reiterated Expectations For Three Interest Rate Cuts This Year
March 21, 2024

Fed Reiterated Expectations For Three Interest Rate Cuts This Year

Stocks climbed and Technology Shares outperformed, Elon Musk’s brain implant company Neuralink posted a video on X of its First Human User, More on CFP and CPCC Stephanie Richman of EP Wealth and Rob's two hour seminar Saturday March 23rd 10am to...
Investors Await The Latest Federal Reserve Policy Decision
March 20, 2024

Investors Await The Latest Federal Reserve Policy Decision

Companies using Cloud Storage, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
Wall Street Turning Its Eyes To Washington
March 19, 2024

Wall Street Turning Its Eyes To Washington

Bitcoin slumps as traders started Taking Profits after it had soared roughly 70 percent from the start of the year, CFP and CPCC Stephanie Richman of EP Wealth on What You Need to Know About Crafting Your Retirement, More on Rob's two hour seminar...
Stocks Rebound After Two Weeks Of Losses
March 18, 2024

Stocks Rebound After Two Weeks Of Losses

Stocks rose led by gains in Nvidia, Homebuilder Sentiment turns positive for the first time since July, More on Rob's two hour seminar with CPCC Stephanie Richman of EP Wealth Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette...
Having A Successful Retirement
March 15, 2024

Having A Successful Retirement

CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks, What You Need to Know About Crafting Your Retirement, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at...
Stocks Wobble After Hot Inflation Print
March 14, 2024

Stocks Wobble After Hot Inflation Print

S and P 500 slid below the flatline, CFP and CPCC Stephanie Richman of EP Wealth on Retirement Readiness, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
Nvidia Cools Off From Its Rally To Start 2024
March 13, 2024

Nvidia Cools Off From Its Rally To Start 2024

House passes bill that could lead to a TikTok ban, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
Stocks Rise After Inflation Report
March 12, 2024

Stocks Rise After Inflation Report

Technology stocks Spurred Higher after a couple of down days on Friday and Monday, CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don...
Being Financially Prepared
March 11, 2024

Being Financially Prepared

CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community...
CFP Chad Burton With Helpful Financial Planning Ideas
March 8, 2024

CFP Chad Burton With Helpful Financial Planning Ideas

What to focus on with Your Financial Planning, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
Stocks Gain On Easing Inflation Hopes
March 7, 2024

Stocks Gain On Easing Inflation Hopes

Investor Optimism was boosted after the European Central Bank lowered forecasts for Annual Inflation, Adam Sandler Was Highest Paid Actor of 2023, CFP and CPCC Stephanie Richman of EP Wealth on her two hour seminar with Rob on Saturday March 23rd 10am...
Stock Markets Try To Rebound
March 6, 2024

Stock Markets Try To Rebound

Stocks rose Wednesday aided by Recovering Technology Names after back to back losing sessions on Wall Street, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd...
Stocks Are On Track For Another Losing Session
March 5, 2024

Stocks Are On Track For Another Losing Session

Technology Sector Struggled as Apple slipped more than 3 percent after research shows iPhone sales plunged in China in the first six weeks of 2024, Regulators have Capped Credit Card Late Fees, CFP and CPCC Stephanie Richman of EP Wealth on her...
Stock Rally Loses Steam
March 4, 2024

Stock Rally Loses Steam

Investors prepare for a week where Federal Reserve Chair Jerome Powell's testimony and the monthly jobs report could put Equity Gains to the test, Dune Part 2 delivers the biggest opening weekend of 2024, CFP and CPCC Stephanie Richman of EP Wealth on...
CFP Chad Burton Has Strategies For Financial Planning
March 1, 2024

CFP Chad Burton Has Strategies For Financial Planning

What to focus on with your Financial Planning, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
Inflation Is Not Reaccelerating
Feb. 29, 2024

Inflation Is Not Reaccelerating

The S and P 500 ticked higher as investors digested a Key Inflation Metric that met economist expectations along with fresh housing numbers, Taylor Swift brings Event Tourism to Singapore, More on Rob's two hour seminar with CFP Stephanie Richman...
Stocks Wait For Thursday Inflation Report
Feb. 28, 2024

Stocks Wait For Thursday Inflation Report

Caution Prevailed ahead of a Crucial Inflation Report that will guide expectations for Interest Rate Cuts, Bitcoin jumps above 60 Thousand Dollars for the first time since November 2021, Briefing.com Strategist Patrick O'Hare Talks About the Current...
Stocks Are Little Changed Tuesday
Feb. 27, 2024

Stocks Are Little Changed Tuesday

Investors looking ahead to Key Data slated for release later this week, Retail giant Macy’s advanced more than 5 percent after announcing it would close around 150 of its stores, More on Rob's two hour seminar with CFP Stephanie Richman Saturday...