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
Jul 24, 2025•31 min
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
Jul 23, 2025•33 min
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
Jul 22, 2025•28 min
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
Jul 21, 2025•27 min
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
Jul 18, 2025•46 min
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
Jul 17, 2025•38 min
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
Jul 16, 2025•44 min
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
Jul 15, 2025•32 min
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
Jul 14, 2025•39 min
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
Jul 11, 2025•42 min
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
Jul 10, 2025•37 min
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
Jul 09, 2025•32 min
Trade situation causing markets to hit pause, Tesla reacting to the new Tax and Spend bill, 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
Jul 08, 2025•41 min
Many Tariff Deals could take place this week and this is also Earnings Week, Certified Financial Planner Chad Burton from EP Wealth Adivsors is Rob's special guest covering important tips to remember when 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
Jul 07, 2025•49 min
Where the Stock Market and the Economy is after the markets closed yesterday, What is the Financial Outcome of the Diddy Trial, 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
Jul 04, 2025•43 min
June nonfarm payrolls rose by 147,000 well above the 110,000 forecast, The unemployment rate fell to 4.1 percent versus expectations for a rise to 4.3 percent, Certified Financial Planner Chad Burton and 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
Jul 03, 2025•22 min
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, A 20 percent tariff to be placed on Vietnamese exports to the US, 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
Jul 02, 2025•43 min
S and P 500 slips to kick off second half of 2025, Closing out a stunning quarter, 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
Jul 01, 2025•23 min
Stocks rose as increasing trade hopes among investors position Wall Street to close out a stunning month with even more record highs, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses your retirment plans, 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
Jun 30, 2025•29 min
Alternative Investments, Social Security Do-overs, Shaking credit card debt, 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
Jun 27, 2025•41 min
The markets are also looking forward to less regulation in the banking sector, a shift from austerity to stimulus in Europe, and a less biting inflation and tariff environment, 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
Jun 26, 2025•32 min
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, The S and P 500 rose slightly as investors watched to see if the benchmark index could return to its all-time high, 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
Jun 25, 2025•36 min
Stocks rose while oil prices fell as investors bet that a delicate ceasefire between Israel and Iran would hold, Oil prices slipped more than 5 percent and were down 7 percent a day earlier, 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
Jun 24, 2025•26 min
Stocks were higher even after the United States entered Israel’s war against Iran over the weekend, Oil prices was relatively tame, Federal Reserve Governor Michelle Bowman that said she would be in favor of the central bank cutting interest rates at the July policy meeting
Jun 23, 2025•31 min
The Worth of Sports Franchises, The economy of Formula 1, The finances of the Rangers and the Braves
Jun 20, 2025•38 min
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Federal Reserve’s latest rate policy decision today, Tesla will pause production for the second time in two months at its Gigafactory Texas for the week of July 4th
Jun 18, 2025•43 min
Stocks slide as Israel-Iran truce hostilities persist, Trump's overnight call for the evacuation of Iran's capital city spooked markets, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors
Jun 17, 2025•27 min
The stock market was bouncing back amid some reprieve in the surge in oil prices as global markets sized up the conflict between Israel and Iran, The S and P 500 is about 2.9 percent from setting a fresh high, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors
Jun 16, 2025•51 min
What to know about the AI stock players and Quantum Computing, Trends with Venture Capital Firms, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors
Jun 13, 2025•41 min
President Trump renewed his threat to impose take it or leave it tariffs on trading partners, Boeing slumped in the wake of a deadly plane crash in India, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors
Jun 12, 2025•57 min