Episodes

The S and P 500 rose as traders monitored political developments, CFP Travis McEuen on Tech Stocks in retirement, More on the next Pints and Portolios on Saturday February 7th from 12 noon to 2pm with EP Wealth Advisors and Partners CFP Travis McEuen and CMT Nathan Rogers as well as Rob Black in Pleasant Hill with exact location given once you register

The 20 Rules for Finance, Things to look for that move stocks, More on the next Pints and Portolios on Saturday February 7th from 12 noon to 2pm with EP Wealth Advisors and Rob Black in Pleasant Hill with exact location given once you register

Stocks extended their gains from the previous session easing geopolitical fears sparked a broad-based market rally, Apple and healthcare, More on the next Pints and Portolios on Saturday February 7th from 12 noon to 2pm with EP Wealth Advisors and Rob Black in Pleasant Hill with exact location given once you register

Patrick O'Hare of Briefing.com on the current markets, Stocks rose after Trump told the World Economic Forum he would not use force to acquire Greenland, More on the next Pints and Portolios on Saturday February 7th from 12 noon to 2pm with EP Wealth Advisors and Rob Black in Pleasant Hill with exact location given once you register

Stocks suffered big losses after President Donald Trump intensified his rhetoric on Greenland, Treasury yields spiked and the U.S. dollar declined as Trump’s threat caused a flight from U.S. assets, More on the next Pints and Portolios on Saturday February 7th from 12 noon to 2pm with EP Wealth Advisors and Rob Black in Pleasant Hill with exact location given once you register

Rob Black goes over the market returns year to date, the importance of 401k's, More on the next Pints and Portolios on Saturday February 7th from 12 noon to 2pm with EP Wealth Advisors and Rob Black in Pleasant Hill with exact location given once you register

Rob Black takes a closer look at Costco and where Artificial Intelligence is heading in 2026 as well as buying a home in 2026 and where the markets are at the beginning of the year, More on the next Pints and Portolios on Saturday February 7th from 12 noon to 2pm with EP Wealth Advisors and Rob Black in Pleasant Hill with exact location given once you register

Stocks rose with chip stocks rallying as Wall Street tried to recover from back-to-back losing sessions, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge today January 15th at 6:30pm covering important tax strategies and more

Patrick O'Hare of Briefing.com on the current markets, Stocks moved lower for a second day, pulling back further from record levels, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge this Thursday January 15th at 6:30pm covering important tax strategies and more

The S and P 500 fell as investors absorbed the latest inflation reading 2.7 percent and weighed whether Trump’s credit card price controls will come to fruition, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge this Thursday January 15th at 6:30pm covering important tax strategies and more

The Department of Justice opened a criminal investigation into Federal Reserve Chair Jerome Powell, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

S and P and Dow heading for all time high, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

The Dow Jones Industrial Average rose while the Nasdaq came under pressure as investors moved away from technology stocks and Nvidia, Apple and Oracle pulled back, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Patrick O'Hare of Briefing.com on the current markets, The S and P 500 and Dow Jones Industrial Average notched fresh all-time intraday records building on their strong starts to 2026, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

The DJIA rose led by Amazon a day after a rally in the previous session sent it to record levels, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses important tips to consider for 2026, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Certified Financial Planner Chad Burton looks ahead to what we might see in 2026, What to know about preparing for retirement, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

What the new year means to you and investing, How the sports industry will change in 2026, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Looking back at 2025 with a Year in Review, The Future for Netflix, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

S and P 500 slides but set to close 2025 with 17 percent gain, Stocks are riding a three-session losing streak although the declines have been mild, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Stocks were trending lower after the S and P 500 posted back-to-back losses amid mounting pressure across the tech sector, Las Vegas Tourism Slump Continues, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Stocks fell spurred by losses in technology after the S and P 500 scaled to fresh record levels last week, The artificial intelligence trade came under a bit of pressure, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Where we stand at the end of 2025, Crazy weather in California, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

The influence of Artificial Intelligence, The rise of Online Betting, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Alphabet's incredible year, The boom of discount chains in 2025, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more