Episodes

Stocks Rose To Record Levels Boosted By Tech
Oct. 29, 2025

Stocks Rose To Record Levels Boosted By Tech

Patrick O'Hare of Briefing.com on the current markets, Stocks rose to record levels on Wednesday boosted by tech names ahead of the Federal Reserve's interest rate decision, More on the last EP Wealth Advisors and Rob Black P...
Stocks Touch Record Highs After Round Of Strong Earnings
Oct. 28, 2025

Stocks Touch Record Highs After Round Of Strong Earnings

Shares of United Parcel Service and Wayfair gained 7 percent and 20 percent respectively after their results, About one-third of S and P 500 companies have reported and of those 83 percent have beaten earnings expectations, M...
Potential China Trade Truce Helps Markets Hit Records
Oct. 27, 2025

Potential China Trade Truce Helps Markets Hit Records

President Donald Trump and China President Xi Jinping meet this week in South Korea to clinch a trade deal, Qualcomm reached a new all-time high after the company announced new artificial intelligence chips putting it in comp...
Stock Markets Rise Since October Eighth
Oct. 24, 2025

Stock Markets Rise Since October Eighth

The latest on the growing Robot industry, The top of the S and P 500 this month, More on the last Pints and Portfolios of the year this Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors
Stocks Boosted By Those In Tech Space
Oct. 23, 2025

Stocks Boosted By Those In Tech Space

Tesla kicked off reports from the Magnificent Seven Megacap Tech Group that saw shares dip 4 percent on mixed third-quarter results, More than 80 percent of the S and P 500 companies that have reported so far have exceeded ea...
Stocks Slip After Latest Earnings
Oct. 22, 2025

Stocks Slip After Latest Earnings

Corporate earnings outcomes have been much better than expected, Managing Director of Investments at EP Wealth Advisors Adam Phillips on the current markets, More on the last Pints and Portfolios of the year on Sunday October...
Dow Rises On The Back Of Strong Earnings
Oct. 21, 2025

Dow Rises On The Back Of Strong Earnings

The Dow Jones Industrial Average rose as investors digested a number of earnings reports including those from Coca-Cola and 3M, Fellow old economy stock General Motors soared 14 percent after it hiked its guidance for the ful...
Markets Jump As Rally Accelerates
Oct. 20, 2025

Markets Jump As Rally Accelerates

Stocks moved higher thanks to a rise in Apple shares, Investors looked ahead to a possible end to the ongoing U.S. government shutdown as well as a slew of big-name earnings reports and inflation data expected in the coming d...
Strategies For Dealing With The October Markets
Oct. 17, 2025

Strategies For Dealing With The October Markets

What to know about Crypto Currencies, The latest earnings, More on the last Pints and Portfolios on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors
Stocks Rise Boosted By Solid Earnings
Oct. 16, 2025

Stocks Rise Boosted By Solid Earnings

Stocks were higher after big banks’ better-than-expected earnings and several Big Tech stocks buoyed the market, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & W...
Markets Rise With Strong Earnings
Oct. 15, 2025

Markets Rise With Strong Earnings

Bank of America shares jumped 5 percent after posting stong earnings and revenue that beat analyst expectations as Morgan Stanley, Goldman Sachs and Wells Fargo also reported a strong day which overshadowed worries about grow...
Stocks Fell Resuming The Selling From Last Week
Oct. 14, 2025

Stocks Fell Resuming The Selling From Last Week

Trade worries were reignited overnight by China as they moved to tighten its grip on global shipping after curbing rare earth exports to the U.S., EP Wealth's advisor Chad Burton discusses building your wealth, More on the Th...
Markets Jump As Concerns Around China Trade Tensions Ease
Oct. 13, 2025

Markets Jump As Concerns Around China Trade Tensions Ease

Stocks surged and rebounding from Friday’s sell off after President Donald Trump said trade relations with China “will all be fine,” EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October...
Looking At Stock Drop With Certified Financial Planner Chad Burton
Oct. 10, 2025

Looking At Stock Drop With Certified Financial Planner Chad Burton

What scared the markets, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advi...
Special Guest Certified Financial Planner Chad Burton On Your Wealth
Oct. 10, 2025

Special Guest Certified Financial Planner Chad Burton On Your Wealth

Markets focus on President Trump's next moves, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lod...
Markets Retreat From Record High
Oct. 9, 2025

Markets Retreat From Record High

Costco is one of the bright spots as shares gained 2 percent after the big-box retailer delivered solid September sales data, Managing Director of Investments at EP Wealth Advisors Adam Phillips and Bay Area Loansource's Tony...
Bubble Predictions
Oct. 8, 2025

Bubble Predictions

Patrick O'Hare of Briefing.com on the current markets, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto ...
Awaiting Shutdown Ending
Oct. 7, 2025

Awaiting Shutdown Ending

The S and P 500 looked for more developments out of Washington on the current U.S. government shutdown that is now in its second week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday Octob...
Nasdaq Saw A Boost From AMD Jumping
Oct. 6, 2025

Nasdaq Saw A Boost From AMD Jumping

AMD jumps more than 20 percent after the company reached a deal with Open AI leader for a 10 percent stake in the chipmaker, Investors shrugged off worries about the U.S. government shutdown which has now dragged on into a s...
Certified Financial Planner Chad Burton Discusses Your Retirement
Oct. 3, 2025

Certified Financial Planner Chad Burton Discusses Your Retirement

Late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elk...
Shut Down Delays Job Report
Oct. 3, 2025

Shut Down Delays Job Report

What are the different Bull Markets right now, The Rising Cost of Living, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad B...
People Expecting Rate Cuts
Oct. 2, 2025

People Expecting Rate Cuts

Nasdaq and S and P hit record highs over rate cut hopes, The latest in Quantum computing, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Adv...
Watching Government Shut Down
Oct. 1, 2025

Watching Government Shut Down

Fears of a longer-than-normal stoppage that weighs on an already fragile economy, Patrick O'Hare of Briefing.com and Managing Director of Investments at EP Wealth Advisors Adam Phillips on the current markets, More on the Thu...
Wall Street Headed For Unusually Strong September
Sept. 30, 2025

Wall Street Headed For Unusually Strong September

Although shutdowns aren’t usually market-moving events this time could be different, Investors are already wary about a slowing labor market and the risk of stagflation as well as elevated stock valuations, More on the Thursd...