Episodes

Dow Rallies To Fresh Record
Nov. 12, 2025

Dow Rallies To Fresh Record

Patrick O'Hare of Briefing.com on the current markets, A tale of two markets continued to play as the tech heavy Nasdaq slipped, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th fr...
Tech Shares Under Pressure
Nov. 11, 2025

Tech Shares Under Pressure

The S and P 500 fell pressured by declines in tech following strong gains in the previous session, CoreWeave shares slid 14 percent after the company’s guidance disappointed investors hurting the artificial intelligence trade...
Tech Stocks Led The Market Higher
Nov. 10, 2025

Tech Stocks Led The Market Higher

The record breaking government shutdown that has clouded the picture of the economy, The Dow and S and P 500 as well as the Nasdaq march higher, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the ye...
Good Ideas For Financial Planning
Nov. 7, 2025

Good Ideas For Financial Planning

Lessons learned over Tech stocks, What to know about Google and Alphabet, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST
Stocks Drop As AI Stocks Resume Their Decline
Nov. 6, 2025

Stocks Drop As AI Stocks Resume Their Decline

Names in the artificial intelligence trade came under pressure yet again amid worries around eye-watering valuations, Investors increasingly expect the Supreme Court to rule against the Trump administration’s aggressive trade...
AI Trade Looked To Rebound From Valuation Concerns
Nov. 5, 2025

AI Trade Looked To Rebound From Valuation Concerns

AMD, Broadcom, Micron Technology, Nvidia and Oracle all recovered from Tuesday’s losses to rise marginally Wednesday, Democrats win big on election night in key races, More on the last EP Wealth Advisors and Rob Black Pints a...
Stocks Drop On Fears About AI Valuations
Nov. 4, 2025

Stocks Drop On Fears About AI Valuations

Stocks fell as investors grow increasingly concerned about valuations in the bull market-leading shares, Palantir shares shed 7 percent even as the ompany beat Wall Street’s estimates and was up 150 percent this year, More on...
Nasdaq Rises As Investors Move Into Artificial Intelligence
Nov. 3, 2025

Nasdaq Rises As Investors Move Into Artificial Intelligence

Magnificent Seven name Amazon rallying 4 percent after the company reached a 38 billion dollar deal with OpenAI for Nvidia chips, The Dow Jones Industrial Average fell bogged down by a decline in shares of UnitedHealth, More ...
What An Interesting Week
Oct. 31, 2025

What An Interesting Week

All the Nvidia, Fed, and Earnings news from the week, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST
Investors Digested A Batch Of Big Tech Earnings
Oct. 30, 2025

Investors Digested A Batch Of Big Tech Earnings

Meta tumbled about 12 percent and Federal Reserve Chair Jerome Powell suggested the central bank may not cut interest rates again at its December meeting, Bay Area Loansource's Tony Mendes on the current markets, More on the ...
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...