Episodes

May 22, 2025

Tax Plan Passes House

Trump's Tax Plan impacting markets, Future of electric car mandates, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Igna...

May 21, 2025

Markets Drop As Treasury Yields Spike High

Patrick O'Hare from Briefing.com provides an update on the uncertain market condition, Treasury yields moved higher as the budget bill being crafted is seen as putting pressure on the country’s deficit, More on the Retiremen...

May 20, 2025

Investors Digested Strong Gains From Recent Sessions

The moves come a day after the S and P 500 eked out a small gain to stretch its winning streak to six days, The S and P 500 has rallied more than 20 percent since hitting an April low, More on the Retirement and Wealth Manage...

May 19, 2025

Stocks Retreat After Debt Downgrade

Stocks slipped after Moody’s downgraded the U.S. credit rating late Friday causing Treasury yields to spike, The firm cited the federal government’s growing budget deficit and the ramifications of rolling over existing U.S. d...

May 16, 2025

Mid May Strategy Show

Working with a Wealth Manager vs an Asset Manager, Reasons not to pay off your mortgage, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos

May 15, 2025

Market Has Shifted To Cautious Optimism

S and P 500 falls for the first time in four sessions putting its three-day winning streak at risk, Walmart warns that higher are prices coming soon due to tariffs at the end of May, More on the Pints and Portfolios event on ...

May 14, 2025

Almost Half Way Through May

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Markets feeling a little cheeky, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos

May 13, 2025

Clawing Back Into Positive Territory For The Year

S and P 500 rises erasing loss for 2025 and back into positive territory for the year as investors extended gains seen in the previous session due to easing U.S. China trade tensions, Managing Director of Investments at EP We...

May 12, 2025

Stocks Rallied After China Tariffs Temporarily Slashed

U.S. tariffs on Chinese goods down to 30 percent while Chinese tariffs on U.S. imports to 10 percent, Analysts expect China tariffs to slide to 15 percent by end of negotiations, More on the Pints and Portfolios event on Satu...

May 9, 2025

The Rob Black Strategy Show For May 2025

What we can learn from Athletes, Real Estate versus Stocks, Warren Buffett quotes, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos

May 8, 2025

Markets Rise After Great Britain Trade Deal

Stocks were higher after President Donald Trump announced that a trade deal between the U.S. and United Kingdom had been struck, Tech shares rose, boosted on news that the Trump administration is preparing to rescind artificial intelligence chip...

May 7, 2025

Stocks Waiting On The Latest Updates On Trade Negotiations

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Stocks are waiting on the latest updates on U.S. trade negotiations and looked toward the Federal Reserve interest rate announcement expected later in the day,...

May 6, 2025

Stocks Slide With Tariff Fears Back

Stocks slipped as investors awaited the Federal Reserve’s policy decision and watched for signs of progress in global trade deals, Managing Director of Investments at EP Wealh Adam Phillips looks back at the April rebound, More on the Pints and...

May 5, 2025

Stocks Fall After Historic Run

President Trump's new tariff threat revived trade war worries in the wait for a Federal Reserve policy decision, Trump said this weekend that he has no plans to speak to his Chinese counterpart this week, More on the Pints and Portfolios event on...

May 2, 2025

Big Day On The Markets

Broad Market Rally, Alternative investments from EP Wealth CFP Chad Burton, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos

May 1, 2025

Stocks Rose After Strong Quarterly Results From Two Big Tech Players

Stocks jump after Microsoft and Meta surge, EP Wealth CFP Chad Burton on planning for retirement, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos

April 30, 2025

Stocks Sink On Bleak GDP

Stocks tumbled spoiling a stock market comeback on the last day of April, The U.S. economy contracted 0.3 percent in the first quarter raising fears the economy was slipping into a recession under the weight of Trump’s policy on trade, More on the...

April 29, 2025

Investors Await Trade Deal Progress

The S and P 500 was relatively unchanged as Wall Street awaits any progress on trade deal negotiations, Stocks came under some pressure as Treasury Secretary Scott Bessent failed to detail further progress on trade deals in remarks from the White...

April 28, 2025

A Packed Week For Earnings

The S and P 500 was relatively unchanged ahead of a packed week for earnings and economic data, Wall Street is also awaiting any progress on trade deal negotiations, Amazon, Apple, Meta Platforms and Microsoft will all release their quarterly reports...

April 25, 2025

Everything Financial For The End Of The Week

Markets wrap up a successful week, Bye bye red food dye, Intel's tough times

April 24, 2025

Musk Stepping Back From DC

Trump from tariffs to student loan debt, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm today with CFP Chad Burton and CFP Ryan...

Stocks Surged On Hopes Trade Tensions Could Soon Ease

April 23, 2025