Episodes

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 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
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 Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
Special Guest Certified Financial Planner Chad Burton On Your Wealth
Oct. 10, 2025

Special Guest Certified Financial Planner Chad Burton On Your Wealth

Markets focus on President Trump's next moves, 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 Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
Markets Retreat From Record High
Oct. 9, 2025

Markets Retreat From Record High

Costco is one of the bright spots as shares gained 2 percent after the big-box retailer delivered solid September sales data, Managing Director of Investments at EP Wealth Advisors Adam Phillips and Bay Area Loansource's Tony Mendes on the current markets, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am ...
Bubble Predictions
Oct. 8, 2025

Bubble Predictions

Patrick O'Hare of Briefing.com on the current 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 Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
Awaiting Shutdown Ending
Oct. 7, 2025

Awaiting Shutdown Ending

The S and P 500 looked for more developments out of Washington on the current U.S. government shutdown that is now in its second week, 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 Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
Nasdaq Saw A Boost From AMD Jumping
Oct. 6, 2025

Nasdaq Saw A Boost From AMD Jumping

AMD jumps more than 20 percent after the company reached a deal with Open AI leader for a 10 percent stake in the chipmaker, Investors shrugged off worries about the U.S. government shutdown which has now dragged on into a second week, More on the Thursday October 16th Retirement and Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley...
Certified Financial Planner Chad Burton Discusses Your Retirement
Oct. 3, 2025

Certified Financial Planner Chad Burton Discusses Your Retirement

Late Friday headlines and looking back at the week, 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 Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
Shut Down Delays Job Report
Oct. 3, 2025

Shut Down Delays Job Report

What are the different Bull Markets right now, The Rising Cost of Living, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
People Expecting Rate Cuts
Oct. 2, 2025

People Expecting Rate Cuts

Nasdaq and S and P hit record highs over rate cut hopes, The latest in Quantum computing, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
Watching Government Shut Down
Oct. 1, 2025

Watching Government Shut Down

Fears of a longer-than-normal stoppage that weighs on an already fragile economy, Patrick O'Hare of Briefing.com and Managing Director of Investments at EP Wealth Advisors Adam Phillips on the current markets, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
Wall Street Headed For Unusually Strong September
Sept. 30, 2025

Wall Street Headed For Unusually Strong September

Although shutdowns aren’t usually market-moving events this time could be different, Investors are already wary about a slowing labor market and the risk of stagflation as well as elevated stock valuations, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
Artificial Intelligence Trade Has Lost Some Steam
Sept. 29, 2025

Artificial Intelligence Trade Has Lost Some Steam

AI chip darling Nvidia rose after skepticism around the AI trade put pressure on the broader stock market last week, Some even questioned whether there was enough energy to power an infrastructure plan between Nvidia and OpenAI, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
What Is The Fed Dilemma
Sept. 26, 2025

What Is The Fed Dilemma

What is a K Shaped Economy, What is the AI problem in the markets, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
Stocks Fall For A Third Day
Sept. 25, 2025

Stocks Fall For A Third Day

Stocks fell again bogged down by a further 3 percent pullback in Oracle as well as a jump in rates, The market action appears to be reflecting concerns about record-high valuations and potentially risky circular relationships in the AI industry after some recent deals, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
Federal Reserve Chair Jerome Powell Called Out At Press Conference
Sept. 24, 2025

Federal Reserve Chair Jerome Powell Called Out At Press Conference

The S and P 500 was relatively unchanged as artificial intelligence giants Nvidia and Oracle came under pressure for a second day, Patrick O'Hare of Briefing.com on the current markets, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
The Three Major Averages Closed At Highs
Sept. 23, 2025

The Three Major Averages Closed At Highs

The S and P 500 reached new heights as investors monitor the risks to the market’s rally to record levels and the three major averages closed at all-time highs on Monday marking three straight winning sessions for the S and P 500, Will t he AI trade continue powering U.S. equities particularly given the risks tied to elevated market valuations, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Bur...
Stocks Kept In Check By Growing Risk Of Shutdown
Sept. 22, 2025

Stocks Kept In Check By Growing Risk Of Shutdown

The S and P 500 was relatively unchanged Monday following a strong week for the major averages that drove them to fresh record highs, The deadline for lawmakers to fund the government is Sept. 30th, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
Nvidia Information You Should Know
Sept. 19, 2025

Nvidia Information You Should Know

A deep dive into what Nvidia is all about, Why Jeffrey Gundlach is so interesting, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
Stock Market Climbs To New High After Rate Cut
Sept. 18, 2025

Stock Market Climbs To New High After Rate Cut

Stocks rose to record highs as investors rotated back into technology stocks, Intel shares rallied about 26 percent after Nvidia said it will invest 5 billion dollars in the chipmaker to co-develop data center and PC products, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
Traders Brace For Key Fed Rate Decision
Sept. 17, 2025

Traders Brace For Key Fed Rate Decision

Nvidia shares dipped more than 1 percent after China banned tech companies in the country from buying Nvidia’s chips, Patrick O'Hare of Briefing.com and Managing Director of Investments at EP Wealth Advisors Adam Phillips on the current markets, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
Stocks Wavered As Investors Monitored The Latest Global Trade Discussions
Sept. 16, 2025

Stocks Wavered As Investors Monitored The Latest Global Trade Discussions

S and P 500 slips from record high, Oracle shares gained 4 percent after it was reported to be part of the firms that will enable TikTok to keep operating in the U.S., More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
Big Fed Meeting On Wednesday
Sept. 15, 2025

Big Fed Meeting On Wednesday

Early strength on the Nasdaq driven by Tesla and Alphabet, Musk will buy back shares, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
In October Bull Market Turns Three Years Old
Sept. 12, 2025

In October Bull Market Turns Three Years Old

Since 2022 Trough there has been a three year rally, The latest news on Apple, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio