Episodes

Mixed Markets As Dow Ticks Higher
Jan. 8, 2026

Mixed Markets As Dow Ticks Higher

The Dow Jones Industrial Average rose while the Nasdaq came under pressure as investors moved away from technology stocks and Nvidia, Apple and Oracle pulled back, Certified Financial Planner Chad Burton on retirement strateg...
More Intraday Records Broken
Jan. 7, 2026

More Intraday Records Broken

Patrick O'Hare of Briefing.com on the current markets, The S and P 500 and Dow Jones Industrial Average notched fresh all-time intraday records building on their strong starts to 2026, More on the next seminar with EP Wealth ...
Markets Search For Direction After Dow Hits Record
Jan. 6, 2026

Markets Search For Direction After Dow Hits Record

The DJIA rose led by Amazon a day after a rally in the previous session sent it to record levels, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses important tips to consider for 2026, More on the next...
Certified Financial Planner Chad Burton On 2026
Jan. 5, 2026

Certified Financial Planner Chad Burton On 2026

Certified Financial Planner Chad Burton looks ahead to what we might see in 2026, What to know about preparing for retirement, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Al...
Investing In 2026
Jan. 2, 2026

Investing In 2026

What the new year means to you and investing, How the sports industry will change in 2026, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm...
The First Day Of 2026
Jan. 1, 2026

The First Day Of 2026

Looking back at 2025 with a Year in Review, The Future for Netflix, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax...
Closing Out A Bumper Year
Dec. 31, 2025

Closing Out A Bumper Year

S and P 500 slides but set to close 2025 with 17 percent gain, Stocks are riding a three-session losing streak although the declines have been mild, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan ...
Concern About Overbuilding The AI Bubble
Dec. 30, 2025

Concern About Overbuilding The AI Bubble

Stocks were trending lower after the S and P 500 posted back-to-back losses amid mounting pressure across the tech sector, Las Vegas Tourism Slump Continues, More on the next seminar with EP Wealth Advisors CFP's Chad Burton ...
Markets Fall In The Final Stretch
Dec. 29, 2025

Markets Fall In The Final Stretch

Stocks fell spurred by losses in technology after the S and P 500 scaled to fresh record levels last week, The artificial intelligence trade came under a bit of pressure, More on the next seminar with EP Wealth Advisors CFP's...
Was It A Santa Claus Rally
Dec. 26, 2025

Was It A Santa Claus Rally

Where we stand at the end of 2025, Crazy weather in California, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax str...
Looking Back At 2025
Dec. 24, 2025

Looking Back At 2025

The influence of Artificial Intelligence, The rise of Online Betting, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important t...
The Year In Artificial Intelligence
Dec. 23, 2025

The Year In Artificial Intelligence

Alphabet's incredible year, The boom of discount chains in 2025, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax st...
Shortened Holiday Week
Dec. 22, 2025

Shortened Holiday Week

Investors are watching to see whether AI stocks can retain their leadership heading into the year-end, EP Wealth's advisor CFP Chad Burton discusses building your wealth, More on the next seminar with EP Wealth Advisors CFP's...
Looking At Your Portfolio
Dec. 19, 2025

Looking At Your Portfolio

What milestones to strive for at each age, What to know about International Stocks, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm coveri...
Stocks Rose As Wall Street Weighed Latest Inflation Data
Dec. 18, 2025

Stocks Rose As Wall Street Weighed Latest Inflation Data

Initial jobless claims were below what economists had estimated, Micron Technology jumped 11 percent after strong earnings helped rekindle the artificial intelligence trade which has seen weakness in recent sessions, More on ...
Investors Move Away From Technology Names
Dec. 17, 2025

Investors Move Away From Technology Names

Patrick O'Hare of Briefing.com on the current markets, Investors are repositioning around the run it hot economy stocks and away from AI, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at ...
Markets Digest A Weakening Jobs Market
Dec. 16, 2025

Markets Digest A Weakening Jobs Market

For the first time since 2009 the US unemployment rate rises for 4 consecutive readings, November’s jobs report came in better than expected showing an increase of 64,000 jobs for the month, More on the next seminar with EP W...
Stocks In Artificial Intelligence Trade Continue To See Pressure
Dec. 15, 2025

Stocks In Artificial Intelligence Trade Continue To See Pressure

Certain AI stocks like Broadcom and Oracle each declined more than 4 percent, Others like Microsoft also also suffered some losses with rotation away from AI, More on the next seminar with EP Wealth Advisors CFP's Chad Burton...
Talking About Income In Retirement
Dec. 12, 2025

Talking About Income In Retirement

What are Orbital Data Centers, Who is winning the Robotaxi vs Waymo race, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering importa...
The Dow Jones Industrial Average Reached New Heights
Dec. 11, 2025

The Dow Jones Industrial Average Reached New Heights

Investors moved out of high-flying tech stocks following Oracle’s results, Oracle did not see big increases in quarterly revenue, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo...
Investors Await Fed Decision
Dec. 10, 2025

Investors Await Fed Decision

Patrick O'Hare of Briefing.com on the current markets, The S and P 500 was relatively unchanged ahead of the Federal Reserve’s interest rate decision, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Rya...
Markets Move Higher As Fed Rate Meeting Kicks Off
Dec. 9, 2025

Markets Move Higher As Fed Rate Meeting Kicks Off

Investors convinced of a rate cut this week turning their focus to the chances of more easing next year, Wednesday we will get the the release of delayed JOLTS readings on job openings and quit rates and layoffs for October, ...
Where We Went This Year 2025
Dec. 5, 2025

Where We Went This Year 2025

Where are we at after the roller coaster of 2025, What to know about Netflix, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST this Saturday
Traders Increasingly Baking In December Rate Cut Expectations
Dec. 4, 2025

Traders Increasingly Baking In December Rate Cut Expectations

Job cuts from U.S. employers moved further ahead of 1 million for the year as corporate restructuring and artificial intelligence and tariffs helped pare job rolls, EP Wealth's advisor CFP Chad Burton discusses building your ...