Wed, 19 July 2023
Dow Jones Industrial Average on Track for its Longest Winning Streak in nearly four years, Briefing.com Strategist Patrick O'Hare Talks About the Current Market, and Importance of Working with a Financial Professional |
Tue, 18 July 2023
Having a Pool when Heat Rises, Artificial Intelligence So Far This Year, Growth Stock Investing |
Mon, 17 July 2023
Microsoft to keep Call of Duty on PlayStation, Advantages of having a Financial Advisor, India may account for 20 percent of Apple’s User Growth over the next five years |
Fri, 14 July 2023
Extreme Heat boosts AC Investments, Forever Stocks, and The Great Wealth Transfer is Underway |
Thu, 13 July 2023
Stocks Rise amidst Cooling Inflation, Real Estate Trends Change, and Is Disney giving up on TV |
Wed, 12 July 2023
CPI comes in at Three Percent, Briefing.com Strategist Patrick O'Hare Talks About the Current Market, and Nursing Home Insights |
Tue, 11 July 2023
BlackRock’s Five Mega Force themes, No More Three Percent mortgages ever, and Disney resorts are Empty |
Mon, 10 July 2023
Warren Buffett, Twitter Traffic, and Rob recaps Market Strategy |
Fri, 7 July 2023
Market Recap, Investing is More About Comparing and Less About Being Right, Jobs Report and Unemployment Rate |
Thu, 6 July 2023
Meta Platforms has Launched its Twitter rival Threads, UPS close to a Strike, Generation Z maybe Moving On from Investing |
Wed, 5 July 2023
Basic Tips in Growing Wealth, Rob talks to EP Wealth CFP Chad Burton about Inflation affecting Your Retirement, Tesla's Charging Stations |
Fri, 30 June 2023
Rob Black talks to CFP Chad Burton About the Market, Concentrated Stock Positions, Calls, and Exchange Funds |
Thu, 29 June 2023
Market Recap, Drop in Weekly Jobless Claims, Pepsi Ketchup on July Fourth |
Wed, 28 June 2023
Underperforming Stocks Instead of Hot Tech Stocks, How Parents Can Help Kids Be First Time Home Buyers, Briefing.com's Patrick O'Hare with Market Recap |
Tue, 27 June 2023
Costco Doing a Netflix Style Crackdown, Home Prices Rose For Third Straight Month, Warren Buffett Donates Over Four Billion |
Mon, 26 June 2023
Nasdaq Snaps Eight Week Winning Streak, Silicon Valley Weapon Industry, James Bond's Favorite EV |
Fri, 23 June 2023
Looking Back at the Financial News This Week, Looking Ahead, More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Thu, 22 June 2023
Home Sales Barely Budge, Cybertrucks, Market Recap and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Wed, 21 June 2023
Investors Took a Breather from Last Week’s Market Rally, Briefing.com's Patrick O’Hare on This Week's Markets, Market Recap and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Tue, 20 June 2023
Disney Continues Slump, What to Keep an Eye Out for with AI, Market Recap and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Mon, 19 June 2023
Stocks VS Real Estate, What Young Investors Need to Know, Financial Strategies and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Fri, 16 June 2023
Concepts and Ideas for Planning for Retirement, Briefing.com's Patrick O’Hare on This Week's Markets, More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Thu, 15 June 2023
Future Fed Hikes, Real Estate in Investing, Market Recap and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Wed, 14 June 2023
The Flash hits Theaters after Years of Hype, Rob talks to Briefing.com’s Patrick O’Hare about Fed Decision, Market Recap and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Tue, 13 June 2023
Advanced Micro Devices, Estate Planning Steps at 50 Years Old Plus, Market Recap and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Mon, 12 June 2023
Cryptocurrency Issues, The New Chase Credit Card, Market Recap and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Fri, 9 June 2023
Callan Periodic Table, Briefing.com's Patrick O’Hare on Current Markets, The Real Estate Report Host Tony Mendes from Bay Area Loan Source on Real Estate Investing and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Thu, 8 June 2023
Uber Expanding to Car Rentals, Amazon working on Ad Tier for Prime Video, Small Cap Stocks and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Wed, 7 June 2023
The S and P 500 Breaks the 4200 Level, Briefing.com's Patrick O’Hare with Market Recap, The Russell 2000 Roars and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Tue, 6 June 2023
Apple Has Watershed Moment with Entry into VR, Looking at Your 401k, Market Recap and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Mon, 5 June 2023
Apple VR Announcement, Second Biggest Movie Opening of 2023, Market Recap and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration |
Fri, 2 June 2023
Market Recap of the Week, Consumer Spending Slowing Down, Apple Stock Is Near a Record High |
Thu, 1 June 2023
Tech News Involving the New Meta Headset, AI in Stock Trading, Elon in China |
Wed, 31 May 2023
Understanding the Future of AI, Las Vegas Making Interesting Changes, Rob talks to Briefing.com’s Patrick O’Hare About Market Recap and Mega Cap Tech versus All Other Stocks |
Tue, 30 May 2023
Waiting for Debt Ceiling Deal to Pass Congress, Nvidia Chief gives Speech on AI, Elizabeth Holmes Reporting to Prison |
Mon, 29 May 2023
EP Wealth CFP Chad Burton Talks About What Retirement Looks Like in 2023 |
Fri, 26 May 2023
The Artificial Intelligence Breakout Star, Inflation and Debt Worries, The Real Estate Report Host Tony Mendes from Bay Area Loan Source on Real Estate Investing Today |
Thu, 25 May 2023
Rob talks owning Nvidia Microsoft Apple, Climbing Mortgage Rates, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Wed, 24 May 2023
Hilton Marriott VS Airbnb Vrbo, Briefing.com's Patrick O'Hare on Debt Ceiling Talks, EP Wealth CFP Chad Burton on Topics Covered at the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Tue, 23 May 2023
Market Recap, Tech Business News, EP Wealth CFP Chad Burton talks Retirement Income and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Mon, 22 May 2023
Debt Ceiling Worries Affecting the Markets, Tech News Starting the Week, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Fri, 19 May 2023
EP Wealth CFP Chad Burton talks Stategies in Retirement, The Latest Look at Tech, More on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Thu, 18 May 2023
EP Wealth CFP Chad Burton talks 401k Rollovers, What to Remember with An Inheritance, More Topics Covered at the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Wed, 17 May 2023
Debt Ceiling Threat, Eyes on Tik Tok, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Tue, 16 May 2023
Retail Sales Rose as did Consumer Inflation, Apple iPhone Update with Digital Voice AI to Sound Like You, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Mon, 15 May 2023
Americans Keeping Their Cars Longer, The Financial Wellness Quiz, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Fri, 12 May 2023
New CEO at Twitter, EP Wealth CFP Chad Burton talks Taxes in Retirement, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Thu, 11 May 2023
Disney Losing Subscribers, Google Introduces AI Search and Foldable Phone, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Wed, 10 May 2023
Stocks Rose as Inflation Drops, EP Wealth CFP Chad Burton talks What Derails a Financial Plan, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Tue, 9 May 2023
Stocks Await Debt Ceiling Progress, Airbnb CEO Brian Chesky, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm |
Mon, 8 May 2023
The Berkshire Hathaway Annual Meeting, The Banking Industry, Market Recap and more about the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30-8:30pm |
Fri, 5 May 2023
Thinking About Making It To Retirement, Rob talks to Briefing.com’s Patrick O’Hare About This Week, Market Recap and More on Pints and Portfolios this Sunday May 7th San Rafael from 1pm to 4pm PDT |
Thu, 4 May 2023
AI is the Next Internet, Changes at Airbnb, Market Recap and More on Pints and Portfolios this Sunday May 7th San Rafael from 1pm to 4pm PDT |
Wed, 3 May 2023
Restaurant Investments, Rob talks to Briefing.com’s Patrick O’Hare about Federal Reserve Decision Day, Market Recap and EP Wealth CFP Dan Federman on Pints and Portfolios this Sunday May 7th San Rafael from 1pm to 4pm PDT |
Tue, 2 May 2023
Market News and Update, Financial Hacks and Mistakes, Rob talks to CFP Dan Federman about Pints and Portfolio on Sunday May 7th San Rafael from 1pm to 4pm PDT |
Mon, 1 May 2023
The Banking Industry This Week, Revenge Travel Taking Off, Market Recap and More on Pints and Portfolios this Sunday May 7th San Rafael from 1pm to 4pm PDT |
Fri, 28 April 2023
Retirement Cash Flow Retirements, Tests for Planning for Retirement, What You Will See May 25th at the Palo Alto Elks Lodge from 6:30pm-8:30pm |
Thu, 27 April 2023
First Republic's Shadow Over the Markets, Airline Travel Today, Housing Prices This Year |
Wed, 26 April 2023
First Republic Banking Industry Woes, Alphabet and Microsoft Earnings, Briefing.com’s Patrick O’Hare on Earnings Season |
Tue, 25 April 2023
The FedNow Program, Financially Incompatible Relationships, Longevity Can Ruin a Financial Plan |
Mon, 24 April 2023
EP Wealth CFP Chad Burton on What to be Optimistic About, What is Happening with the Markets and Basic Good Ideas Concerning Your Finances, Get More May 25 at the Palo Alto Elks Lodge from 6:30-8:30pm |
Fri, 21 April 2023
List of Top Financial People, Elon Musk News This Week, More Meta Facebook Layoffs |
Thu, 20 April 2023
Tesla Earnings Disappoint, Rob Answers Your Emails, Benjamin Franklin Quotes on The Ways to Wealth |
Wed, 19 April 2023
Briefing.com’s Patrick O’Hare on Current Market Conditions, Writer's Strike Potential Economic Impact, News on Netflix |
Tue, 18 April 2023
Apple's New Savings Account through its Wallet App, EP Wealth's CFP Eric Swanson on Tax Season, Southwest Airlines Stock Woes |
Mon, 17 April 2023
Recent Medical Breakthroughs, Helpful Ideas For Tax Time, Rupert Murdoch news |
Fri, 14 April 2023
EP Wealth's CFP Adam Phillips on Current Market Conditions, Briefing.com’s Patrick O’Hare on This Week in Financial News, What You Should Know About Social Security and Divorce |
Thu, 13 April 2023
Amazon Jumps into Generative Artificial Intelligence, More Twitter Controversy, New Baseball Rules Affecting the Price of Games |
Wed, 12 April 2023
Consumer Inflation Report Results, What to Work on Now for Your Retirement, Briefing.com’s Patrick O’Hare on Current Market Conditions Including Inflation |
Tue, 11 April 2023
Ninetendo Stock Jumps after the Super Marios Bros Movie, Five Things You Might Not Expect about Retirement, The CPI and Stress on the Consumer |
Mon, 10 April 2023
Market Recap and Daily News, EP Wealth's CFP Lucas Karasch on the Importance of Talking About Money with Your Spouse, Airbnb's Next Move |
Fri, 7 April 2023
Good Habits with Debt, Rob Talks to EP Wealth's Director of Portfolio Strategy Adam Phillips about Current Market Events, Briefing.com's Patrick O'Hare with his Stock Market Outlook |
Thu, 6 April 2023
Market Recap and News going into Easter Weekend, Ticketmaster and Live Nation in 2023, EP Wealth’s CFP Erin Voison talks Budgeting during National Financial Literacy Month |
Wed, 5 April 2023
Headwinds and Tailwinds in the Market, Good Financial Skills to Have, Briefing.com's Patrick O'Hare with his Stock Market Outlook |
Tue, 4 April 2023
Next NASA Moon Mission, Bay Area Getting Women's Pro Soccer Team, Banking in Today's World |
Mon, 3 April 2023
Oil Prices Jump After OPEC Cut, Semiconductor Companies Benefiting from Artificial Intelligence Boom, The New Apple Virtual Reality Headset |
Fri, 31 March 2023
Strategy in Today's Markets, Gwyneth Paltrow is Gwynocent, EP Wealth CDFA Kathy Costas on Women and Divorce |
Thu, 30 March 2023
Amazon after the Alibaba Announcement, The State of Disney at their One Hundred Anniversary, EP Wealth Advisors CDFA Kathy Costas on the Financial Aspects of Divorce |
Wed, 29 March 2023
Alibaba to Split into Six Smaller Companies, Apple Introduces Pay Later System, Stocks During a Recession |
Tue, 28 March 2023
Big Banks in the Current Bank Crisis, Dealing with Bear Markets, Home Prices Falling Except in Some Southern States |
Mon, 27 March 2023
Caterpillar and the Banking Panic, TikTok and a Possible Ban, Can John Wick Chapter 4 Save Movie Theaters |
Fri, 24 March 2023
Your Emails on Planning for Retirement, The TikTok Hearing, EP Wealth's Adam Phillips on the Market Conditions and Banking Sector |
Thu, 23 March 2023
Ninth Straight Interest Rate Increase, Nvidia News, Planning for Retirement in Today's Economic Climate |
Wed, 22 March 2023
Fed Chairman Jerome Powell Announcement, Stocks Possibly Poised to Grow Even in a Slow Down, Briefing.com's Patrick O'Hare Talks Current Market Conditions |
Tue, 21 March 2023
Stock Market Navigating Banking Upheaval, Darden Owner of Olive Garden Ready for Recession, EP Wealth's Laura Knowle on Widows and Financial Planning |
Mon, 20 March 2023
The Latest News on Credit Suisse, What Wall Street is Expecting from Nike, EP Wealth's Liz McQueen on Top Financial Concerns Among Professional Women |
Fri, 17 March 2023
Saint Patrick’s Day Spending to Hit Record 6.9 Billion Dollars, Briefing.com's Patrick O'Hare Talks Banks and Investments, The Week in the Wake of the Silicon Valley Bank Collapse |
Thu, 16 March 2023
More Silicon Valley Bank Aftermath, What to Learn from the SVB Collapse, The Economic Side of Saint Patrick's Day |
Wed, 15 March 2023
Meta's Next Move, Briefing.com's Patrick O'Hare Talks About Bank and Investment Concerns, Wage Gap Gets Worse for Women |
Tue, 14 March 2023
Government Helping Silicon Valley Bank Depositors, Meta Laying Off More Workers, More Details on the SVB Collapse |
Mon, 13 March 2023
Causes for SVB Failure, Worldwide Repercussions of the Collapse, What is Next for Us After Silicon Valley Bank |
Fri, 10 March 2023
The Jobs Report, Silicon Valley Bank Shut Down, Details on the Rob Black and EP Wealth's CFP Stephanie Richman Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST |
Thu, 9 March 2023
Market Update and Recap, Credit Card Debt is at Record High, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST |
Wed, 8 March 2023
Stocks Struggle After Powell Testimony, Briefing.com's Patrick O'Hare Talks Markets This Week, The Real Estate Report Host Tony Mendes from Bay Area Loan Source on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST |
Tue, 7 March 2023
Fed Chair Jerome Powell Speaks, Senators Wanting to Change Social Security, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST |
Mon, 6 March 2023
Airbnb Changing Rules, Important 401k Rules to Remember, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST |
Fri, 3 March 2023
Looking Back at This Financial Week, The Real Estate Report Host Tony Mendes from Bay Area Loan Source on Today's Housing Market, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST |
Thu, 2 March 2023
During Women's History Month Why Women Aren't Investing, Helping Women Plan for Retirement, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST |
Wed, 1 March 2023
Briefing.com's Patrick O'Hare Talks Markets at Start of March, Interest Rates in Our Economy, Colleges and Degrees that are Bad Investments |
Tue, 28 February 2023
Financial and Market News, Update on Home Prices, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST |