Episodes
July 31, 2025
Stocks Rose To Fresh Highs Following Solid Earnings
Magnificent Seven titans Microsoft and Meta respectively rose 6 percent and 11.5 percent on the back of better than expected quarterly earnings, Certified Financial Planner Chad Burton talks about planning for retirement, Mor...
July 30, 2025
Stocks Tick Higher On Strong GDP Report
Stocks were higher as investors analyzed fresh earnings and awaited the Federal Reserve’s interest rate decision, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth M...
July 29, 2025
Mixed Corporate Earnings
This week is a key stretch for corporate earnings with Magnificent Seven names, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth Management seminar at the Crowne Pl...
July 28, 2025
Huge Week For Markets
Dollar Climbs after US-EU deal, Trump thinking about World Tariff, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad ...
July 25, 2025
Strategy Show Giving You The Big Picture
Uncertainty and what lies ahead, The Double Digit Decades, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton a...
July 24, 2025
Latest Quarterly Results From Alphabet Came In Better Than Expected
Nasdaq and S and P 500 hit fresh records, Given the size and influence of big tech and artificial intelligence the Alphabet results were a nice little tailwind, More on the Retirement and Wealth Management seminar at the Crow...
July 23, 2025
Wall Street Cheers Japan Trade Deal
President Donald Trump announced the U.S. had reached a trade deal with Japan lifting hope for further agreements being made, The U.S. is meeting with European officials in a push to reach a trade deal with the European Union...
July 22, 2025
Markets Retreat From Records As Chip Stocks Decline
The S and P 500 and Nasdaq Composite fell a day after both indexes hit fresh records, Artificial Intelligence darling Nvidia and Broadcom each more than 2 percent lower, More on the Retirement and Wealth Management seminar at...
July 21, 2025
Investors Waiting Big Tech Earnings This Week
Stocks moved higher as investors tracked the latest developments in trade, S and P 500 and Nasdaq hit record highs, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2n...
July 18, 2025
Strategy Show For July 2025
Investing in Ski Resorts, The Future of Tesla, More on the next Pints and Portfolios this Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
July 17, 2025
Markets Rise As Retail Sales Jump
Stocks advanced on a fresh wave of earnings and retails sales jumped, Stocks advanced on a fresh wave of earnings and retails sales jumped, More on the next Pints and Portfolios this Saturday July 19th from 11:30am to 1:30pm ...
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...