Episodes

Stocks Fell Sharply As Part Of Global Market Sell Off
Aug. 5, 2024

Stocks Fell Sharply As Part Of Global Market Sell Off

Investors are also concerned that the Federal Reserve is behind in cutting interest rates to bolster an economic slowdown, Chevron is moving its headquarters from San Ramon where it’s been since 2002 to Houston, The US is having a small car renaissance
Better Investment Ideas
Aug. 2, 2024

Better Investment Ideas

Best Financial Research, Thinking about having a great retirement, Avoiding financial pitfalls
Stocks Turn Lower Amid Signs Of Cooling Economy
Aug. 1, 2024

Stocks Turn Lower Amid Signs Of Cooling Economy

The economic data keep rolling on in the direction of a downturn if not recession, Amtrak, the national railroad will break its annual ridership record this year, Food delivery fees are rising and pinching
Stocks Rally Before The Fed Decision
July 31, 2024

Stocks Rally Before The Fed Decision

Boeing added 1.7 percent after announcing a new chief executive officer, TV ratings for the Paris Olympics are up 79 percent over 2021’s Tokyo Games, Briefing.com Strategist Patrick O'Hare Talks About the Markets
Investors Wait For Microsoft As Fed Decision Looms
July 30, 2024

Investors Wait For Microsoft As Fed Decision Looms

CrowdStrike shares fell more than 8 percent after Delta Air Lines hired attorney to seek damages  after an outage led to thousands of flight cancellations, The earnings season has been solid so far of the more than 230 S and P 500 names that have...
A Busy Week Of Corporate Earnings
July 29, 2024

A Busy Week Of Corporate Earnings

When Amazon, Microsoft, and Meta report, investors will be looking to see whether the trio’s multibillion dollar AI investments are paying off, McDonald’s results missed analyst expectations, Another key event this week will be the Federal Reserve...
Markets Turn Higher As Volatility Picks Up
July 25, 2024

Markets Turn Higher As Volatility Picks Up

The S and P 500’s 356 day streak of avoiding a 2 percent decline has officially ended, The Nasdaq turned higher after suffering its worst day since October 22 yesterday, Credit card delinquency rates hit a nearly 12 year high
Earnings Season Overall Is Off To A Strong Start
July 24, 2024

Earnings Season Overall Is Off To A Strong Start

Stocks slide as Tesla and Alphabet Disappoint, More than 25 percent of  companies have reported with roughly 80 percent of them topping expectations, Briefing.com Strategist Patrick O'Hare Talks About the Markets,
Time For Earnings Reports From Major Companies
July 23, 2024

Time For Earnings Reports From Major Companies

S and P 500 rises as investors wait for tech earnings, Crypto currency Ethereum ETFs are set to launch today, Home Sales Had Their Worst June in 25 Years
Tech Stock Leads Markets After Biden Backs Out
July 22, 2024

Tech Stock Leads Markets After Biden Backs Out

The S and P 500 and the Nasdaq rose more than 1 percent with both coming off their worst weekly losses since April, Earnings season is about to kick into higher gear headlined by Alphabet, Tesla, and Chipotle, Soda cans are exploding on Southwest...
Looking Back At An Interesting Week In The Markets
July 19, 2024

Looking Back At An Interesting Week In The Markets

CrowdStrike Outage pandemonium, Responding to your emails, Some possible investing ideas
Nasdaq Tries To Rebound From Worst Day Since 2022
July 18, 2024

Nasdaq Tries To Rebound From Worst Day Since 2022

Wall Street has dumped shares of artificial intelligence plays into other stocks hoping for a broader market, Mr Mortgage Man Scott W Thompson on mortgages, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious...
Stocks Slide As China Risk Rattles Techs
July 17, 2024

Stocks Slide As China Risk Rattles Techs

Briefing.com Strategist Patrick O'Hare Talks About the Markets, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne...
Stocks Opened Higher As Investors Assessed Big Bank Earnings
July 16, 2024

Stocks Opened Higher As Investors Assessed Big Bank Earnings

Amazon Primed Day taking place a week later than last year pushing it closer to the school season, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement...
Dow Rises To Record High After Trump Survives Assassination Attempt
July 15, 2024

Dow Rises To Record High After Trump Survives Assassination Attempt

Stocks advanced as investors evaluated the impact of the assassination attempt on former President Donald Trump, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious...
Talking Investing
July 12, 2024

Talking Investing

Nasdaq snapped a 7 day winning streak, JP Morgan Chase profit surged in Q2, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City
Stocks Wobble As Inflation Cools
July 11, 2024

Stocks Wobble As Inflation Cools

Consumer prices unexpectedly fell on a month-over-month basis for the first time since 2020, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio...
Investors Looked Ahead To A Major Inflation Report
July 10, 2024

Investors Looked Ahead To A Major Inflation Report

S&P 500 rises for a seventh straight day, EP Wealth CFP Chad Burton discusses Tax Planning in Retirement, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City
Investors Digest Key Testimony From Powell
July 9, 2024

Investors Digest Key Testimony From Powell

Powell said that keeping interest rates elevated for too long could risk further economic growth, Stolen crypto doubled to 1.38 billion dollars in the first half of 2024 more than double the 657 million looted in the same period a year ago, More on...
Investors Await Key Inflation Data For Further Clues
July 8, 2024

Investors Await Key Inflation Data For Further Clues

The S and P 500 rose to a fresh record Monday, U.S. airlines cancel over 1,300 flights due to Hurricane Beryl, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at...
Tax Conscious Retirement
July 3, 2024

Tax Conscious Retirement

EP Wealth's CFP Chad Burton discusses tax issues to avoid in retirement, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at...
Third Quarter Begins
July 2, 2024

Third Quarter Begins

Shortened holiday week financial news, Looking ahead to the future of Tech Stocks this quarter, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City
Stocks Waver As New Quarter Kicks Off
July 1, 2024

Stocks Waver As New Quarter Kicks Off

Investors are debating whether the second half will bring a pullback or a broadening in the record breaking tech driven rally, Coming into focus is the June jobs report due Friday, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for...
Where We Are In The Markets
June 28, 2024

Where We Are In The Markets

What yesterday's Debate may mean for the Markets, EP Wealth CFP Ryan Ignacio discusses preparing for Retirement, More on Rob and EP Wealth CFP Chad Burton's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at...