Episodes

Markets Jump To Records
Sept. 11, 2025

Markets Jump To Records

Stocks rose as traders anticipated that the latest reading of a key consumer inflation gauge, The CPI reading showed an increase to 2.9 percent on a 12-month basis as expected, 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
Wholesale Prices Unexpectedly Decline
Sept. 10, 2025

Wholesale Prices Unexpectedly Decline

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Federal Reserve rate cut next week to boost the economy, Oracle shares led the gains with a more than a 30 percent surge following an eye-popping forecast tied to artificial intelligence
Markets Waver After US Jobs Data Is Revised Sharply Down
Sept. 9, 2025

Markets Waver After US Jobs Data Is Revised Sharply Down

Stocks were muted as investors digested a revision to US jobs numbers that showed further labor market weakness that could reset expectations for interest-rate cuts, Apple is holding their annual fall event where the tech giant is expected to showcase devices including the iPhone 17 and iPhone Air as well as new watches and heart rate-tracking AirPods, Ways to service Debt
Markets Rise As Wall Street Looks Ahead To Inflation Reality Check
Sept. 8, 2025

Markets Rise As Wall Street Looks Ahead To Inflation Reality Check

Stocks edged mostly higher as investors set their sights on inflation data later this week, Some investors are hoping for a jumbo interest-rate cut in September, The producer price index on Wednesday and the consumer price index on Thursday
Strategy Show For Beginning Of September
Sept. 5, 2025

Strategy Show For Beginning Of September

Broadcom stocks soar on word of working on New AI Chip with OpenAI, The Die With Zero Rule, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Jobs Report Shows Weakness
Sept. 4, 2025

Jobs Report Shows Weakness

The ADP private payrolls report showed an increase of 54,000 in August but Economists expected 75,000 jobs, NFL commissioner Roger Goodell offered a teasing 'maybe' when asked if Taylor Swift will perform at the Super Bowl in Santa Clara, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Shares Of The Google Parent Jumped After Judge Ruling
Sept. 3, 2025

Shares Of The Google Parent Jumped After Judge Ruling

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Shares of the Google parent jumped 8 percent after a federal judge ruled that Google can keep its Chrome browser which avoided the worst-case outcome for the tech giant, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Stocks Sink On Tariff Uncertainty
Sept. 2, 2025

Stocks Sink On Tariff Uncertainty

Investors took profits on bull market winners with the unofficial end of the summer season, September is seasonally a poor month for equities, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Looking Back At The Third Quarter
Sept. 1, 2025

Looking Back At The Third Quarter

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Looking Back at August, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Looking Big Picture At The Markets
Aug. 29, 2025

Looking Big Picture At The Markets

Back of a Napkin ideas, Quantum Computing companies, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Traders Pored Over Nvidia Earnings Results
Aug. 28, 2025

Traders Pored Over Nvidia Earnings Results

Investors largely looked at the numbers as affirming the AI boom, Nvidia which makes up about 8 percent of the S and P 500 reported results that beat Wall Street’s estimates with booming revenue growth of 56 percent, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Markets Brace For Nvidia Earnings
Aug. 27, 2025

Markets Brace For Nvidia Earnings

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Adam Phillips Managing Director of Investments at EP Wealth on the markets, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Bracing For Nvidia Earnings Stocks Are Steady
Aug. 26, 2025

Bracing For Nvidia Earnings Stocks Are Steady

Stocks were relatively unchanged as Wall Street awaits quarterly figures from chip giant Nvidia, No more shots: Eli Lilly stock pops after weight-loss pill meets targets in diabetes trial, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Investors Looking Ahead To Nvidia Earnings Later This Week
Aug. 25, 2025

Investors Looking Ahead To Nvidia Earnings Later This Week

On Friday the blue-chip Dow soared more than 800 points or nearly 2 percent to score new all-time intraday and closing highs, In the week ahead Friday’s July personal consumption expenditure price index which is the Fed’s preferred inflation gauge, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Strategy Show Highlighting Trends
Aug. 22, 2025

Strategy Show Highlighting Trends

Twenty retirement mistakes you will regret forever, The Future of Robots, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Walmart Pulls Back Following Missed Earnings Expectations
Aug. 21, 2025

Walmart Pulls Back Following Missed Earnings Expectations

The first time Walmart missed on quarterly earnings since May 2022, Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Stocks Fall For Second Day As Tech Struggles
Aug. 20, 2025

Stocks Fall For Second Day As Tech Struggles

Stocks dipped, pressured by a broad decline in tech for the second day in a row, Adam Phillips the Managing Director of EP Wealth Advisors with the latest Market Update, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Investors Await Earnings
Aug. 19, 2025

Investors Await Earnings

Earnings from Lowe’s, Walmart and Target set to release later this week, The Dow Jones Industrial Average rose thanks to strong gains in Home Depot, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Stocks Little Changed Starting The Week
Aug. 18, 2025

Stocks Little Changed Starting The Week

Traders awaited key retail earnings including Home Depot, Lowe’s, Walmart and Target, Meta’s new smart glasses with a display will debut this September cost about 800 dollars down from a more expensive price of over one thousand, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Berkshire Hathaway News
Aug. 15, 2025

Berkshire Hathaway News

What it means that cardboard box sales are declining, the Death of the Cellphone, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Stocks Wobble After PPI Inflation Comes In Hot
Aug. 14, 2025

Stocks Wobble After PPI Inflation Comes In Hot

Stocks recovered from lows with investors buying the dip once again in spite of a dour wholesale inflation report, Nvidia as well as Amazon and Microsoft advanced, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Stocks Rose Wednesday As Expectations For Lower Rates Continue
Aug. 13, 2025

Stocks Rose Wednesday As Expectations For Lower Rates Continue

A record-setting session Tuesday sparked by a tamer-than-expected inflation report, Adam Phillips the Managing Director of EP Wealth Advisors with the latest Market Update, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Inflation Sigh Of Relief
Aug. 12, 2025

Inflation Sigh Of Relief

Stocks rose as investors breathed a sigh of relief that a tamer-than-expected inflation report might give the Federal Reserve the green light to cut interest rates next month, The consumer price index rose 2.7 percent on an annualized basis in July, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill
Stocks Are Little Changed To Start The Week
Aug. 11, 2025

Stocks Are Little Changed To Start The Week

The market once again on the cusp of all-time highs ahead of a week of key inflation reports, The consumer price index is set to be released Tuesday and the producer price index is due out Thursday, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill