Stocks popped as investors digested a softer-than-expected inflation reading and assessed a US-China plan to salvage their trade truce, US-China framework agreement to get the Geneva tariff truce back on track, 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 11, 2025•38 min
The mood is cautious as investors keep a close eye on the trade talks which restarted in London, A deal on access to China's rare earth minerals is the US's priority, 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 10, 2025•36 min
Officials from the U.S. and China are holding trade talks on Monday in London in an effort to resolve ongoing trade disagreements, Both nations are trying to avoid a large-scale trade war, 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 09, 2025•28 min
What financial research you should follow, All about Artificial Intelligence, 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 06, 2025•41 min
Rob's Grabbag of Notes, The Mindset for Making You Rich, 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 05, 2025•41 min
Robots now in the Marketplace, Real Estate in Retirement, 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 04, 2025•40 min
The OECD slashed its outlook for global economic growth citing the impact of Trump's tariffs and policy on investment and confidence, 1 of every 8 clothing or 13 percent of items bought in America comes from Amazon, 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 03, 2025•38 min
China pushed back against U.S. accusations that it had violated a temporary trade agreement, Tensions between the U.S. and European Union also heightened after Trump said he would double steel tariffs to 50 percent, 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 02, 2025•32 min
Paying for College, Women and Investing, 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
May 30, 2025•41 min
Markets Rise After Trump Tariff Ruling and Nvidia Earnings, Nvidia shares rallied technology stocks around the world since AI is still a hot trade, 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
May 29, 2025•32 min
Patrick O'Hare from Briefing.com provides an update on the uncertain market condition, The rebound in recent weeks among Big Tech stocks hinges on Nvidia more than any other Magnificent Seven member, 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 Advisor
May 28, 2025•36 min
Dow Jones Industrial Average surged 523 points following Trump’s announcement to delay a 50 percent EU tariff to July 9 after a request from European Commission President Ursula von der Ley, This comes after markets fell over 2 percent last week due to initial tariff fears, 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
May 27, 2025•30 min
Ideas to consider while preparing for your retirement years, What to remember to do in your twenties and what to remind your twenty-year old friends, 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
May 23, 2025•41 min
Trump's Tax Plan impacting markets, Future of electric car mandates, 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
May 22, 2025•36 min
Patrick O'Hare from Briefing.com provides an update on the uncertain market condition, Treasury yields moved higher as the budget bill being crafted is seen as putting pressure on the country’s deficit, 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
May 21, 2025•36 min
The moves come a day after the S and P 500 eked out a small gain to stretch its winning streak to six days, The S and P 500 has rallied more than 20 percent since hitting an April low, 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
May 20, 2025•30 min
Stocks slipped after Moody’s downgraded the U.S. credit rating late Friday causing Treasury yields to spike, The firm cited the federal government’s growing budget deficit and the ramifications of rolling over existing U.S. debts in a period of high borrowing costs, 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
May 19, 2025•35 min
Working with a Wealth Manager vs an Asset Manager, Reasons not to pay off your mortgage, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 16, 2025•41 min
S and P 500 falls for the first time in four sessions putting its three-day winning streak at risk, Walmart warns that higher are prices coming soon due to tariffs at the end of May, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 15, 2025•35 min
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Markets feeling a little cheeky, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 14, 2025•50 min
S and P 500 rises erasing loss for 2025 and back into positive territory for the year as investors extended gains seen in the previous session due to easing U.S. China trade tensions, Managing Director of Investments at EP Wealh Adam Phillips looks at the current markets, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 13, 2025•43 min
U.S. tariffs on Chinese goods down to 30 percent while Chinese tariffs on U.S. imports to 10 percent, Analysts expect China tariffs to slide to 15 percent by end of negotiations, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 12, 2025•38 min
What we can learn from Athletes, Real Estate versus Stocks, Warren Buffett quotes, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 09, 2025•40 min
Stocks were higher after President Donald Trump announced that a trade deal between the U.S. and United Kingdom had been struck, Tech shares rose, boosted on news that the Trump administration is preparing to rescind artificial intelligence chip controls that would have taken effect later this month, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 08, 2025•42 min
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Stocks are waiting on the latest updates on U.S. trade negotiations and looked toward the Federal Reserve interest rate announcement expected later in the day, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 07, 2025•45 min
Stocks slipped as investors awaited the Federal Reserve’s policy decision and watched for signs of progress in global trade deals, Managing Director of Investments at EP Wealh Adam Phillips looks back at the April rebound, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 06, 2025•38 min
President Trump's new tariff threat revived trade war worries in the wait for a Federal Reserve policy decision, Trump said this weekend that he has no plans to speak to his Chinese counterpart this week, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 05, 2025•38 min
Broad Market Rally, Alternative investments from EP Wealth CFP Chad Burton, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 02, 2025•42 min
Stocks jump after Microsoft and Meta surge, EP Wealth CFP Chad Burton on planning for retirement, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
May 01, 2025•44 min
Stocks tumbled spoiling a stock market comeback on the last day of April, The U.S. economy contracted 0.3 percent in the first quarter raising fears the economy was slipping into a recession under the weight of Trump’s policy on trade, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos
Apr 30, 2025•29 min