Episodes

Trump At The World Economic Forum
Jan. 21, 2026

Trump At The World Economic Forum

Patrick O'Hare of Briefing.com on the current markets, Stocks rose after Trump told the World Economic Forum he would not use force to acquire Greenland, More on the next Pints and Portolios on Saturday February 7th from 12 n...
Greenland Scheme Sparks Flight
Jan. 20, 2026

Greenland Scheme Sparks Flight

Stocks suffered big losses after President Donald Trump intensified his rhetoric on Greenland, Treasury yields spiked and the U.S. dollar declined as Trump’s threat caused a flight from U.S. assets, More on the next Pints and...
Multiple Markets Moving Higher
Jan. 19, 2026

Multiple Markets Moving Higher

Rob Black goes over the market returns year to date, the importance of 401k's, More on the next Pints and Portolios on Saturday February 7th from 12 noon to 2pm with EP Wealth Advisors and Rob Black in Pleasant Hill with exac...
First Friday Strategy Show For 2026
Jan. 16, 2026

First Friday Strategy Show For 2026

Rob Black takes a closer look at Costco and where Artificial Intelligence is heading in 2026 as well as buying a home in 2026 and where the markets are at the beginning of the year, More on the next Pints and Portolios on Sat...
Stocks Rise Powered By Chip Stocks
Jan. 15, 2026

Stocks Rise Powered By Chip Stocks

Stocks rose with chip stocks rallying as Wall Street tried to recover from back-to-back losing sessions, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's...
Stocks Fall For Second Day
Jan. 14, 2026

Stocks Fall For Second Day

Patrick O'Hare of Briefing.com on the current markets, Stocks moved lower for a second day, pulling back further from record levels, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the P...
Stocks Trade Lower After CPI Inflation Cools
Jan. 13, 2026

Stocks Trade Lower After CPI Inflation Cools

The S and P 500 fell as investors absorbed the latest inflation reading 2.7 percent and weighed whether Trump’s credit card price controls will come to fruition, Certified Financial Planner Chad Burton on retirement strategie...
DOJ Powell Probe
Jan. 12, 2026

DOJ Powell Probe

The Department of Justice opened a criminal investigation into Federal Reserve Chair Jerome Powell, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's Chad...
Mixed Job Market Report Friday
Jan. 9, 2026

Mixed Job Market Report Friday

S and P and Dow heading for all time high, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge Janu...
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 ...