Episodes

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

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...

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...

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

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...

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,...

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...

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...

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

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

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...

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...

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...

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

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...

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Trump said that the current 145 percent tariff on Chinese imports is very high and it won’t be that high, More on the Wealth Management and Retirement Planning...

Stocks rose as traders tried to recover following a rough day on Wall Street as President Donald Trump’s latest criticism of Federal Reserve Chair Jerome Powell hurt sentiment, CFP Chad Burton answers questions about getting ready for retirement,...

Stocks fell again as Trump ramped up attacks on Federal Reserve Chair Jerome Powell raising questions about the central bank’s independence, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth Management and...

What to remember in the recent turbulent markets, Special Announcement regarding a new Bay Area radio show with Rob Black and CFP Chad Burton, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm with...

Stocks retreated once again, the last trading day of the week, as pressure on tech names persisted while UnitedHealth shares nosedived, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth Management and Retirement...

Shares of Nvidia lost 6 percent after the chip giant said it will post a 5.5 billion dollar quarterly charge related to exporting its H20 graphics processing units to China and other nations, Patrick O'Hare from Briefing.com provides an update on the...

The three averages are coming off back-to-back winning sessions, EP Wealth Director of Investments Adam Phillips on the Current Markets, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm with CFP Chad...

The economy of music festivals, 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 with CFP Chad Burton and CFP Ryan Ignacio

US Consumer Prices fell in March which is the first monthly decline in prices in nearly 5 years, CFP Chad Burton answers questions about getting ready for retirement, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in...