Episodes

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
The Strategy Show For The Week
Aug. 8, 2025

The Strategy Show For The Week

The Mag Seven spending on Artificial Intelligence, Where we started with AI and where it's going, 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 Mixed After Trump Tariffs Kick In
Aug. 7, 2025

Stocks Mixed After Trump Tariffs Kick In

President Donald Trump’s global tariffs went into effect, Initial jobless claims came in higher than expected, On the other end is artificial intelligence spending which has helped push tech stocks to fresh highs, 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
Apple Surging Over News Of American Investment
Aug. 6, 2025

Apple Surging Over News Of American Investment

Apple AI plans, Elon Musk is awarded over 29 billion, 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 After Weak Economic Data
Aug. 5, 2025

Stocks Fall After Weak Economic Data

The indexes took a leg lower after the ISM Services index flatlined in July and indicated higher inflation and lower employment, Services makes up about 70 percent of the U.S. economy so a slowdown in the sector could mean trouble ahead, Stocks were also bogged down by Trump telling CNBC about tariffs on chips and pharmaaceuticlals
Stocks Bounce After The Friday Sell Off
Aug. 4, 2025

Stocks Bounce After The Friday Sell Off

Investors clawed back the steep losses that were sparked by concerns over the economy and a new round of tariffs from the Trump administration, The jobs slump we saw on Friday raises concerns on a stagflationary economy with soft jobs that offer little growth, The market is bracing for a historically weak month.
Retirement Planning
Aug. 1, 2025

Retirement Planning

Looking back at the week, Dealing with Tariffs, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors
Stocks Rose To Fresh Highs Following Solid Earnings
July 31, 2025

Stocks Rose To Fresh Highs Following Solid Earnings

Magnificent Seven titans Microsoft and Meta respectively rose 6 percent and 11.5 percent on the back of better than expected quarterly earnings, Certified Financial Planner Chad Burton talks about planning for retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors
Stocks Tick Higher On Strong GDP Report
July 30, 2025

Stocks Tick Higher On Strong GDP Report

Stocks were higher as investors analyzed fresh earnings and awaited the Federal Reserve’s interest rate decision, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors
Mixed Corporate Earnings
July 29, 2025

Mixed Corporate Earnings

This week is a key stretch for corporate earnings with Magnificent Seven names, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors
Huge Week For Markets
July 28, 2025

Huge Week For Markets

Dollar Climbs after US-EU deal, Trump thinking about World Tariff, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors
Strategy Show Giving You The Big Picture
July 25, 2025

Strategy Show Giving You The Big Picture

Uncertainty and what lies ahead, The Double Digit Decades, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors
Latest Quarterly Results From Alphabet Came In Better Than Expected
July 24, 2025

Latest Quarterly Results From Alphabet Came In Better Than Expected

Nasdaq and S and P 500 hit fresh records, Given the size and influence of big tech and artificial intelligence the Alphabet results were a nice little tailwind, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors
Wall Street Cheers Japan Trade Deal
July 23, 2025

Wall Street Cheers Japan Trade Deal

President Donald Trump announced the U.S. had reached a trade deal with Japan lifting hope for further agreements being made, The U.S. is meeting with European officials in a push to reach a trade deal with the European Union, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors
Markets Retreat From Records As Chip Stocks Decline
July 22, 2025

Markets Retreat From Records As Chip Stocks Decline

The S and P 500 and Nasdaq Composite fell a day after both indexes hit fresh records, Artificial Intelligence darling Nvidia and Broadcom each more than 2 percent lower, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors
Investors Waiting Big Tech Earnings This Week
July 21, 2025

Investors Waiting Big Tech Earnings This Week

Stocks moved higher as investors tracked the latest developments in trade, S and P 500 and Nasdaq hit record highs, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors
Strategy Show For July 2025
July 18, 2025

Strategy Show For July 2025

Investing in Ski Resorts, The Future of Tesla, More on the next Pints and Portfolios this Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
Markets Rise As Retail Sales Jump
July 17, 2025

Markets Rise As Retail Sales Jump

Stocks advanced on a fresh wave of earnings and retails sales jumped, Stocks advanced on a fresh wave of earnings and retails sales jumped, More on the next Pints and Portfolios this Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
Stocks Little Changed As Investors Weigh Earnings
July 16, 2025

Stocks Little Changed As Investors Weigh Earnings

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Investors weighed earnings releases from big banks and digested the latest wholesale inflation report, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
Markets Slip On Inflation Concerns
July 15, 2025

Markets Slip On Inflation Concerns

The S and P 500 slipped as investors digested the latest U.S. inflation data, The consumer price index increased 0.3 percent on the month putting the annual inflation rate at 2.7 percent, Adam Phillips the Managing Director of Investments and Partner at EP Wealth Advisors with the latest Market Update, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
Investors Bet Trump Tariffs Will Be Lowered
July 14, 2025

Investors Bet Trump Tariffs Will Be Lowered

Stocks are little changed even after President Donald Trump threatened 30 percent tariffs on the European Union and Mexico starting Aug. 1st, This week we will get inflation readings, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses preparing for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
Strategy Show For Your Financial Future
July 11, 2025

Strategy Show For Your Financial Future

Let's talk about Luxury Stocks, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses preparing for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
Markets Focus On Trump Tariffs
July 10, 2025

Markets Focus On Trump Tariffs

President Trump said late Wednesday that a 50 percent U.S. tariff on imported copper and a 50 percent tariff on Brazil will take effect Aug. 1st, Certified Financial Planner Chad Burton of EP Wealth Advisors discusses planning for retirement, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors
Trump Tariffs Reactions
July 9, 2025

Trump Tariffs Reactions

Copper Tariffs and Drug Tariffs, Adam Phillips Managing Director of Investments and Partner at EP Wealth Advisors discusses the markets, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors