Episodes

Gifting Stocks
Dec. 21, 2023

Gifting Stocks

Ideas for Estate Planning, 10 Year Treasury Yields, Tesla in 2023 and More on Pints and Portfolios in Sunnyvale Saturday, January 20th
Stocks Look To Continue Year End Rally
Dec. 20, 2023

Stocks Look To Continue Year End Rally

Markets Rising Slightly after the Latest Encouraging Economic Data bolstered Investor Sentiment heading into End of the Year, Elon Musk is launching a new Private K through 12 School, Briefing.com Strategist Patrick O'Hare Talks About the Current...
Market Rally Continues
Dec. 19, 2023

Market Rally Continues

Last week’s indication of Three Likely Interest Rate Cuts from the Federal Reserve in 2024 provided another Catalyst for the Market, The number of Accredited Investors swelled to 24 Million in 2022, Intended Holiday Spending per person Jumped 31...
Seven Weeks Of Gainsmas
Dec. 18, 2023

Seven Weeks Of Gainsmas

Stocks Rose as the Market maintained the Momentum seen during its Seven Week Winning Streak, The S and P 500 is coming off its longest string of Weekly Gains since 2017, Streaming Bills got a lot More Expensive in 2023 and More on Pints and Portfolios...
The Rate Cut Issue
Dec. 15, 2023

The Rate Cut Issue

The Fed Pivot has Investors expecting a March Rate Cut, The fight against Skin Cancer by Merck Moderna, Tony Mendes from The Real Estate Report and Bay Area LoanSource discusses new Products for Home Buying
Stocks Rise As Fed Pivot Fuels Euphoria
Dec. 14, 2023

Stocks Rise As Fed Pivot Fuels Euphoria

Investors continued to Celebrate a Dovish Shift by the Federal Reserve that helped propel the Dow to a new all time Closing High, Even Global markets are caught up in a Wild Rally, The Federal Reserve signaled that there may be Multiple Interest Rate...
The Bulls Are Back In Town
Dec. 13, 2023

The Bulls Are Back In Town

Stocks were mostly flat Wednesday as Investors await the Federal Reserve’s latest Policy Decision, Shares of Pfizer touched a 10 Year Low, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets
Stocks Edge Higher Before Federal Reserve Rate Decision
Dec. 12, 2023

Stocks Edge Higher Before Federal Reserve Rate Decision

Stocks were little changed as Wall Street parsed through another Round of Inflation Data in search of clues on when the Fed could start Easing Monetary Policy, Airports will see their Busiest Holiday Travel Season, Tony Mendes from The Real Estate...
Awaiting The Final Fed Meeting Of The Year
Dec. 11, 2023

Awaiting The Final Fed Meeting Of The Year

S And P 500 and Nasdaq are coming off their Sixth Straight Weekly Gain, Macy’s shares rallied more than Sixteen Percent on news they have received a Buyout Offer, Tony Mendes from The Real Estate Report and Bay Area LoanSource discusses Mortgage...
Labor Market Slowing Down
Dec. 8, 2023

Labor Market Slowing Down

What the current Labor Market means for Interest Rates next year, Medical Insurance as you get older, The Elon Musk super charging Network
Focus Of Investors On Job Market
Dec. 7, 2023

Focus Of Investors On Job Market

The S and P 500 is  attempting to Snap a three day Losing Streak with traders looking ahead to Friday’s All Important Jobs Report, Drug Pricing Comes Under Pressure, More on Rob and EP Wealth's CFP Chad Burton's live Webinar Thursday, December 7th
Stocks Are Moving Higher As Yields Fall
Dec. 6, 2023

Stocks Are Moving Higher As Yields Fall

Job market weakness is Good News for stocks as it bolsters the case for the Federal Reserve to pause its Rate Hikes and consider cutting soon, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, More on Rob and EP Wealth's CFP Chad...
Stocks Mixed As Labor Market Slows
Dec. 5, 2023

Stocks Mixed As Labor Market Slows

Job Openings in October showed Slowing Demand in the Labor Market, EP Wealth CFP Chad Burton discusses with Rob what you should know when getting Closer to Retirement and More on Rob and Chad's live webinar Thursday, December 7th
Markets Lower Following Five Weeks Of Gains
Dec. 4, 2023

Markets Lower Following Five Weeks Of Gains

Investors Questioned whether the Market was Getting Ahead of Itself, The Nasdaq Composite declined as Investors sold Big Tech Shares, More on Rob and EP Wealth's CFP Chad Burton's live Webinar Thursday, December 7th
Rob Talks With CFP Chad Burton About Retirement Planning
Dec. 1, 2023

Rob Talks With CFP Chad Burton About Retirement Planning

EP Wealth CFP Chad Burton discusses with Rob what you should know when getting Closer to Retirement and More on Rob and Chad's live webinar Thursday, December 7th
November May Be Best Month This Year For Stocks
Nov. 30, 2023

November May Be Best Month This Year For Stocks

Number of Americans Who Are MortgageFree Is at an AllTime High, College dropout Ryan Reynolds Is Worth North of 350 Million, More on Rob and EP Wealth's CFP Chad Burton's live Webinar Thursday, December 7th
Stocks Rise As November Rally Continues
Nov. 29, 2023

Stocks Rise As November Rally Continues

Investors held out Hope that the Federal Reserve is done raising Benchmark Interest Rate, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, EP Wealth CFP Chad Burton has More on Rob and Chad's live webinar Thursday, December 7th
Markets Rise As Rally Tries To Regain Steam
Nov. 28, 2023

Markets Rise As Rally Tries To Regain Steam

Wall Street looked to add to its Strong November Performance, Amazon touts Record Breaking sales for Cyber Monday, More on Rob and EP Wealth's CFP Chad Burton's live webinar Thursday, December 7th
Traders Took A Breather
Nov. 27, 2023

Traders Took A Breather

S and P 500 falls as 4 Week Rally pauses, Black Friday eCommerce Spending Jumped over 7 percent from a year earlier, Retailers are set to cut Prices by 30 percent on Electronics for Cyber Monday and More on Rob and EP Wealth's CFP Chad Burton's live...
Rob Talks With CFP Chad Burton About Retirement Savings Plans
Nov. 24, 2023

Rob Talks With CFP Chad Burton About Retirement Savings Plans

EP Wealth CFP Chad Burton discusses with Rob what you should know about 401k Retirement Plans and More on Rob and Chad's live webinar Thursday, December 7th
Rob Talks With CFP Chad Burton About Retirement Readiness
Nov. 23, 2023

Rob Talks With CFP Chad Burton About Retirement Readiness

EP Wealth's CFP Chad Burton discusses Retirement Readiness and More on Rob and Chad's live webinar Thursday, December 7th
Stocks Gain Heading Into Thanksgiving Holiday
Nov. 22, 2023

Stocks Gain Heading Into Thanksgiving Holiday

Stocks with November Market Rally broadened into the Thanksgiving Holiday, Americans tend to save 24 percent on Average with Black Friday Deals, More on Rob and EP Wealth's CFP Chad Burton's live webinar Thursday, December 7th
Stocks Slide As November Rally Pauses
Nov. 21, 2023

Stocks Slide As November Rally Pauses

Traders assessed some Disappointing Retail Results and looked ahead to the Release of the Federal Reserve Meeting Minutes, Retailers have been concerned that Demand will be Tepid over the Holiday and have issued a string of Muted Forecasts, More on...
Stocks Move Higher As Focus Turns To Rate Cuts
Nov. 20, 2023

Stocks Move Higher As Focus Turns To Rate Cuts

Stocks were Mixed to start the a Holiday Shortened Week, Sam Altman to Join Microsoft Following OpenAI Ouster, Eyes will be on Nvidia's financial results after their Last Earnings Report sent stocks broadly Roaring Higher as the AI Hype Cycle...