Episodios

  • Stocks Opened Higher As Investors Assessed Big Bank Earnings

    Stocks Opened Higher As Investors Assessed Big Bank Earnings
    Jul 16 2024

    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 Portfolio Thursday July 18th at Crowne Plaza Foster City

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    37 m
  • Dow Rises To Record High After Trump Survives Assassination Attempt

    Dow Rises To Record High After Trump Survives Assassination Attempt
    Jul 15 2024

    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 Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City

    See omnystudio.com/listener for privacy information.
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    37 m
  • Talking Investing

    Talking Investing
    Jul 12 2024

    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

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    37 m
  • Stocks Wobble As Inflation Cools

    Stocks Wobble As Inflation Cools
    Jul 11 2024

    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 Thursday July 18th at Crowne Plaza Foster City

    See omnystudio.com/listener for privacy information.
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    39 m
  • Investors Looked Ahead To A Major Inflation Report

    Investors Looked Ahead To A Major Inflation Report
    Jul 10 2024

    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

    See omnystudio.com/listener for privacy information.
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    38 m
  • Investors Digested Key Testimony From Powell

    Investors Digested Key Testimony From Powell
    Jul 9 2024

    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 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

    See omnystudio.com/listener for privacy information.
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    38 m
  • Investors Await Key Inflation Data For Further Clues

    Investors Await Key Inflation Data For Further Clues
    Jul 8 2024

    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 Crowne Plaza Foster City

    See omnystudio.com/listener for privacy information.
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    37 m
  • Tax Conscious Retirement

    Tax Conscious Retirement
    Jul 3 2024

    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 Crowne Plaza Foster City

    See omnystudio.com/listener for privacy information.
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    49 m