Episodios

  • 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

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    49 m
  • Third Quarter Begins
    Jul 2 2024

    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

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    38 m
  • Stocks Waver As New Quarter Kicks Off
    Jul 1 2024

    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 Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City

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    37 m
  • Where We Are In The Markets
    Jun 28 2024

    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 Crowne Plaza Foster City

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    37 m
  • Talking About Your Retirement
    Jun 27 2024

    Walgreens to close stores, Saving and Investing, 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 Waver As Investors Wait For Friday
    Jun 26 2024

    The S and P 500 has been down 4 out of 5 days as it closes out this week a six month gain of nearly 15 percent, Briefing.com Strategist Patrick O'Hare Talks About the Markets, 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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    38 m
  • Rebound In Nvidia Shares
    Jun 25 2024
    S and P 500 and the Nasdaq rise as Nvidia rebounds, Amazon’s made up holiday Prime Day kicks off July 16 through July 17 with rapper Megan Thee Stallion creating a song called It’s Prime Day, 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 Edge Higher After Record Week
    Jun 24 2024

    The Dow Jones Industrial Average climbed as investors sold big technology names in favor into other sectors such as banks and energy, Forever 21 seeks 50 percent rent concessions as fast fashion brand faces financial woes, Inside Out 2 added 30 million dollars and blasted past Dune 2 as 2024’s Biggest Movie of the year

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    36 m