Episodes

Nov. 3, 2025

Nasdaq Rises As Investors Move Into Artificial Intelligence

Magnificent Seven name Amazon rallying 4 percent after the company reached a 38 billion dollar deal with OpenAI for Nvidia chips, The Dow Jones Industrial Average fell bogged down by a decline in shares of UnitedHealth, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST
Oct. 31, 2025

What An Interesting Week

All the Nvidia, Fed, and Earnings news from the week, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST
Oct. 30, 2025

Investors Digested A Batch Of Big Tech Earnings

Meta tumbled about 12 percent and Federal Reserve Chair Jerome Powell suggested the central bank may not cut interest rates again at its December meeting, Bay Area Loansource's Tony Mendes on the current markets, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST
Oct. 29, 2025

Stocks Rose To Record Levels Boosted By Tech

Patrick O'Hare of Briefing.com on the current markets, Stocks rose to record levels on Wednesday boosted by tech names ahead of the Federal Reserve's interest rate decision, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST
Oct. 28, 2025

Stocks Touch Record Highs After Round Of Strong Earnings

Shares of United Parcel Service and Wayfair gained 7 percent and 20 percent respectively after their results, About one-third of S and P 500 companies have reported and of those 83 percent have beaten earnings expectations, More set to report this week including Alphabet, Amazon, Apple, Meta Platforms and Microsoft
Oct. 27, 2025

Potential China Trade Truce Helps Markets Hit Records

President Donald Trump and China President Xi Jinping meet this week in South Korea to clinch a trade deal, Qualcomm reached a new all-time high after the company announced new artificial intelligence chips putting it in competition with Nvidia and AMD, As early as next year owners of select GM vehicles will be able to chat with their car via Google Gemini AI
Oct. 24, 2025

Stock Markets Rise Since October Eighth

The latest on the growing Robot industry, The top of the S and P 500 this month, More on the last Pints and Portfolios of the year this Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors
Oct. 23, 2025

Stocks Boosted By Those In Tech Space

Tesla kicked off reports from the Magnificent Seven Megacap Tech Group that saw shares dip 4 percent on mixed third-quarter results, More than 80 percent of the S and P 500 companies that have reported so far have exceeded earnings expectations, More on the last Pints and Portfolios of the year on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors
Oct. 22, 2025

Stocks Slip After Latest Earnings

Corporate earnings outcomes have been much better than expected, Managing Director of Investments at EP Wealth Advisors Adam Phillips on the current markets, More on the last Pints and Portfolios of the year on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors
Oct. 21, 2025

Dow Rises On The Back Of Strong Earnings

The Dow Jones Industrial Average rose as investors digested a number of earnings reports including those from Coca-Cola and 3M, Fellow old economy stock General Motors soared 14 percent after it hiked its guidance for the full year and topped estimates, More on the last Pints and Portfolios on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors
Oct. 20, 2025

Markets Jump As Rally Accelerates

Stocks moved higher thanks to a rise in Apple shares, Investors looked ahead to a possible end to the ongoing U.S. government shutdown as well as a slew of big-name earnings reports and inflation data expected in the coming days, More on the last Pints and Portfolios on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors
Oct. 17, 2025

Strategies For Dealing With The October Markets

What to know about Crypto Currencies, The latest earnings, More on the last Pints and Portfolios on Sunday October 26th 11am to 1pm in Berkeley with Rob Black and EP Wealth Advisors
Oct. 16, 2025

Stocks Rise Boosted By Solid Earnings

Stocks were higher after big banks’ better-than-expected earnings and several Big Tech stocks buoyed the market, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar TODAY 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
Oct. 15, 2025

Markets Rise With Strong Earnings

Bank of America shares jumped 5 percent after posting stong earnings and revenue that beat analyst expectations as Morgan Stanley, Goldman Sachs and Wells Fargo also reported a strong day which overshadowed worries about growing trade tensions with China, 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 Ignaci...
Oct. 14, 2025

Stocks Fell Resuming The Selling From Last Week

Trade worries were reignited overnight by China as they moved to tighten its grip on global shipping after curbing rare earth exports to the U.S., 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 Advi...
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
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
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
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 ...
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
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
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 ...
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
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