Investors looking ahead to Key Data slated for release later this week, Retail giant Macy’s advanced more than 5 percent after announcing it would close around 150 of its stores, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library

Stocks took a breather after closing out a dizzying week at record highs, New inflation data in the coming days will test the staying power of the breakout rally that followed Nvidia's results, Theaters are relying on Dune 2 

Looking at the S and P 500, What is the Four Percent Rule, EP Wealth CFP Chad Burton discusses Retirement Readiness

Getting Ready for Retirement five years out and more, EP Wealth CFP Chad Burton discusses Retirement Readiness, More Helpful Highlights from this year so far

Market has been up in 14 out of 16 weeks, Concerns surrounding Nvidia’s high valuation have grown as Shares of the Chipmaker have soared about 230 percent over the past year, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets

Shares of Home Depot dipped after it signaled Demand has Failed to pick up amid Inflation, Capital One is adding Discover to its Wallet, Car Insurance Prices Soar even as inflation eases

Plans for not working Till The Day You Die, EP Wealth CFP Chad Burton discusses Retirement Readiness, Briefing.com Strategist Patrick O'Hare Talks About the Markets

CPI Stengthens showing More Inflation and what that means, Deciding on which Stocks to Pick, EP Wealth CFP Chad Burton discusses Retirement Readiness,

Initial Unemployment Claims dropped 8,000 from the prior week's revised total to 212,000 amid ongoing Layoff Announcements, Consumers tightened their belts more than expected in January as cold weather and higher interest rates Hampered Demand, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Tonight February 15th 6:30pm to 8:30pm

EP Wealth CFP Chad Burton discusses Retirement Readiness, Chad and Rob talk about Tips on Preparing for Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

There is a new dating app just in time for Valentine’s Day for people with Good Credit Scores, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30p

Stocks have gained as the Market Embraces a clutch of better than expected Corporate Results, Reba McEntire's National Anthem Bet Creates Only Winners and BetMGM honored both over and under bets, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

EP Wealth CFP Chad Burton discusses Retirement Readiness, Helpful Easy Ideas on how to Plan for Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

S and P 500 playing with 5000, Big Game Day economics, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

EP Wealth CFP Chad Burton discusses Retirement Readiness, Chad and Rob talk about Tips Towards Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

TikTok’s latest Financial Trend is a big change from their usual videos modeling purchase behaviors after Celebrities, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

EP Wealth CFP Chad Burton discusses Retirement Readiness, Chad and Rob discuss getting on top of your Money Matters, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

EP Wealth CFP Chad Burton discusses Retirement Readiness, Breaking Down into Easy Ideas how to Plan for Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

EP Wealth CFP Chad Burton discusses Retirement Readiness Ideas with Rob, Ways for Accumulating and Keeping Wealth in 2024, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

EP Wealth CFP Chad Burton discusses Retirement Readiness Ideas with Rob, Ways for Accumulating and Keeping Wealth in 2024, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Sharp downward moves in Shares of Tech Giants Microsoft and Alphabet pressured the overall sector, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Stocks hovered near Record Highs as investors waited for Microsoft to lead out Big Tech results as Earnings Season roars into gear, The Magnificent Seven Tech Megacaps are expected to do much of the heavy lifting for the S and P 500 this earnings season, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

The way Tech has changed the Markets, The latest Boeing news, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

EP Wealth CFP Chad Burton discusses Financial Planning Ideas with Rob, Ways for Accumulating Wealth in 2024, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Gross Domestic Product grew at a 3.3 percent pace in the Fourth Quarter, Tesla Stock sputters and company warns of Slowdown this year, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Microsoft rose more than 1 percent sending its Market Value above the 3 trillion level for the First Time, Netflix now has a new record 260.8 million Paid Subscribers, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets and More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Stocks hit pause on a Record Setting Rally as the focus turned to the Health of corporate America and the Economy, Bitcoin breaks below 39k bringing Decline from ETF highs to more than 20 percent, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

On Friday the S and P 500 notched a fresh high fueled by a Tech Rally, On Wednesday Tesla’s expected to report Higher Sales but Lower Profit, Qarterly results from Netflix and Oscar Nominations later this week will be closely watched

Ideas for Investing in Today's Markets, The Goal of Getting You to Retirement, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

A bullish AI fueled revenue outlook from a Key Supplier to Apple and Nvidia, A look at Credit Card Travel Rewards Points and Miles, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Worries grew about China's economy whose growth is flagging despite Stimulus Measure, Uber plans to Shut Down the alcohol delivery platform Drizly by March, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Boeing shares tumbled nearly Seven Percent amid ongoing troubles, Tesla stock has fallen Twelve Percent this year, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

What Current Business News Is showing us about the Rest of 2024, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Money Ideas for 2024, Inflation Observations, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

December Inflation slightly hotter than Economists had expected, Securities and Exchange Commission approved spot bitcoin ETFs for trading in the US, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

CPI numbers on Thursday, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Insurance Premiums have Outpaced Inflation, the SEC has until tomorrow to decide on at least one of the Spot Bitcoin ETF Applications it has received, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Investors are also Buying the Dip with the Technology Sector, the largest US radio company Audacy said it plans to file for Chapter 11, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

What Jobs Report means for the Fed's Next Move, Florida is the first state to Import Prescription Drugs from Canada, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Reasons for the Sputter Start to 2024, What we Learned from 2023, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

The Nasdaq Composite registered its Worst Daily Decline in nearly three months, Investors appeared to be selling last year’s Tech Winners which soared in 2023, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Wall Street having downbeat start to 2024 after a winning year, Barclays analysts downgraded their rating on Apple's stock, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

EP Wealth CFP Chad Burton discusses Financial Planning Ideas with Rob, Ways for Accumulating Wealth in the New Year, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Rob discusses the Stocks he likes and Why, Looking ahead to 2024, A recap on 2023 and More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Looking Back on 2023, Briefing.com Strategist Patrick O'Hare Talks About the Markets at the End of the Year, People Relocating for Money Reasons and More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Money Basics for your 30s, Strategies to Gaining Wealth, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Working on a Roadmap to Retirement, Ideas for Saving Money, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Money 101 of 20 Basic Things Rob would Teach his Kids, Ideas for Building Wealth, More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Inflation for 2024, Areas to Look At for 2024, Artificial Intelligence in 2024 and More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Ideas for Estate Planning, 10 Year Treasury Yields, Tesla in 2023 and More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Markets Rising Slightly after the Latest Encouraging Economic Data bolstered Investor Sentiment heading into End of the Year, Elon Musk is launching a new Private K through 12 School, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets and More on Pints and Portfolios in Sunnyvale Saturday, January 20th

Last week’s indication of Three Likely Interest Rate Cuts from the Federal Reserve in 2024 provided another Catalyst for the Market, The number of Accredited Investors swelled to 24 Million in 2022, Intended Holiday Spending per person Jumped 31 Percent this year

Stocks Rose as the Market maintained the Momentum seen during its Seven Week Winning Streak, The S and P 500 is coming off its longest string of Weekly Gains since 2017, Streaming Bills got a lot More Expensive in 2023 and More on Pints and Portfolios in Sunnyvale Saturday, January 20th

The Fed Pivot has Investors expecting a March Rate Cut, The fight against Skin Cancer by Merck Moderna, Tony Mendes from The Real Estate Report and Bay Area LoanSource discusses new Products for Home Buying

Investors continued to Celebrate a Dovish Shift by the Federal Reserve that helped propel the Dow to a new all time Closing High, Even Global markets are caught up in a Wild Rally, The Federal Reserve signaled that there may be Multiple Interest Rate Cuts next year

Stocks were mostly flat Wednesday as Investors await the Federal Reserve’s latest Policy Decision, Shares of Pfizer touched a 10 Year Low, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets

Stocks were little changed as Wall Street parsed through another Round of Inflation Data in search of clues on when the Fed could start Easing Monetary Policy, Airports will see their Busiest Holiday Travel Season, Tony Mendes from The Real Estate Report and Bay Area LoanSource discusses how the Housing Market May Turn Corner Next Year

S And P 500 and Nasdaq are coming off their Sixth Straight Weekly Gain, Macy’s shares rallied more than Sixteen Percent on news they have received a Buyout Offer, Tony Mendes from The Real Estate Report and Bay Area LoanSource discusses Mortgage Rates falling next year

What the current Labor Market means for Interest Rates next year, Medical Insurance as you get older, The Elon Musk super charging Network

The S and P 500 is  attempting to Snap a three day Losing Streak with traders looking ahead to Friday’s All Important Jobs Report, Drug Pricing Comes Under Pressure, More on Rob and EP Wealth's CFP Chad Burton's live Webinar Thursday, December 7th

Job market weakness is Good News for stocks as it bolsters the case for the Federal Reserve to pause its Rate Hikes and consider cutting soon, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, More on Rob and EP Wealth's CFP Chad Burton's live Webinar Thursday, December 7th

Job Openings in October showed Slowing Demand in the Labor Market, EP Wealth CFP Chad Burton discusses with Rob what you should know when getting Closer to Retirement and More on Rob and Chad's live webinar Thursday, December 7th

Investors Questioned whether the Market was Getting Ahead of Itself, The Nasdaq Composite declined as Investors sold Big Tech Shares, More on Rob and EP Wealth's CFP Chad Burton's live Webinar Thursday, December 7th

EP Wealth CFP Chad Burton discusses with Rob what you should know when getting Closer to Retirement and More on Rob and Chad's live webinar Thursday, December 7th

Number of Americans Who Are MortgageFree Is at an AllTime High, College dropout Ryan Reynolds Is Worth North of 350 Million, More on Rob and EP Wealth's CFP Chad Burton's live Webinar Thursday, December 7th

Investors held out Hope that the Federal Reserve is done raising Benchmark Interest Rate, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, EP Wealth CFP Chad Burton has More on Rob and Chad's live webinar Thursday, December 7th

Wall Street looked to add to its Strong November Performance, Amazon touts Record Breaking sales for Cyber Monday, More on Rob and EP Wealth's CFP Chad Burton's live webinar Thursday, December 7th

S and P 500 falls as 4 Week Rally pauses, Black Friday eCommerce Spending Jumped over 7 percent from a year earlier, Retailers are set to cut Prices by 30 percent on Electronics for Cyber Monday and More on Rob and EP Wealth's CFP Chad Burton's live webinar Thursday, December 7th

EP Wealth CFP Chad Burton discusses with Rob what you should know about 401k Retirement Plans and More on Rob and Chad's live webinar Thursday, December 7th

EP Wealth's CFP Chad Burton discusses Retirement Readiness and More on Rob and Chad's live webinar Thursday, December 7th

Stocks with November Market Rally broadened into the Thanksgiving Holiday, Americans tend to save 24 percent on Average with Black Friday Deals, More on Rob and EP Wealth's CFP Chad Burton's live webinar Thursday, December 7th

Traders assessed some Disappointing Retail Results and looked ahead to the Release of the Federal Reserve Meeting Minutes, Retailers have been concerned that Demand will be Tepid over the Holiday and have issued a string of Muted Forecasts, More on Rob and EP Wealth's CFP Chad Burton's live webinar Thursday, December 7th

Stocks were Mixed to start the a Holiday Shortened Week, Sam Altman to Join Microsoft Following OpenAI Ouster, Eyes will be on Nvidia's financial results after their Last Earnings Report sent stocks broadly Roaring Higher as the AI Hype Cycle kicked in, and More on Rob and EP Wealth's CFP Chad Burton's live webinar Thursday, December 7th

Earnings So Far, the Las Vegas financial lesson, thinking about your Estate Planning

Stocks slipped on Thursday as this month’s Market Rally appeared to take a pause, There Aren’t a lot of people willing to Drive or Fly to Las Vegas to watch Formula 1 Racers drive to survive, Initial Jobless Claims Climb Up to highest total since August leading to Inflation finally slowing down

Investors embracing the idea that Abruptly Cooling Inflation will put Interest Rate Hikes on ice, Shares in Target Surged after earnings Clobbered estimates, Warren Buffett's Berkshire Hathaway is making a new bet on the Atlanta Braves

Wall Street cheered New U S  Inflation Data, Home Depot earnings offers a Tepid Outlook as sales slide, ESPN will launch ESPN Bet in 17 states today 

The S and P 500 dipped after Moody’s Investors Service lowered its U S credit rating outlook to negative from stable, Disney’s movie The Marvels has the worst opening weekend ever for any MCU film, The changing world of Tipping

What To Consider When Buying a Stock, Disney Earnings, Jerome Powell's comments

S and P 500 eyes Ninth Day of Gains, Planet Fitness stock surged 12 percent after reporting Better Than Expected profit and sales growth, The Marvels is probably headed for one of the worst MCU box-office openings ever

Big Day on Wall Street, Microsoft hit an All Time High, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets

WeWork Files for Bankruptcy, Starbucks to Raise Pay for Workers, Live Nation is on Pace for a Record Year after hit tours from Taylor Swift and Beyonce

All of the Major Averages are coming off their Best Weeks of the year, Berkshire Hathaway Has Built a Massive Mountain of Cash, Tesla’s next car could be a Twenty Seven thousand dollar EV

Taking a look at Apple, The Concert Industry, Planning for Retirement

Stocks Gained as Treasury yields Fell, Investors betting the Federal Reserve could be done Raising Rates for the year, Disney to Purchase Remaining Stake in Hulu from Comcast's NBC Universal

Stocks Gained ahead of the Federal Reserve’s latest Policy Decision on Interest Rates after closing out a terrible three months, Job Openings increased slightly in September indicating the U.S. Labor Market is still fairly tight, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets

S and P 500 heads lower for Third Straight Month, Caterpillar reporting Earnings that Exceeded Estimates, Halloween Candy Prices Are Otherworldly This Year

The S and P 500 tries to Climb Out of Correction Territory, GM reaches tentative deal with UAW, Five Nights at Freddy’s dethrones Taylor Swift’s Era Concert movie

Rob and CFP Chad Burton talk SevenTests of Retirement Readiness More on Rob's next seminar featuring Chad Saturday October 28th at the Crown Plaza Foster City

Rob and EP Wealth CFP Chad Burton talk Seven Tests of Retirement Readiness and More on Rob's next seminar featuring Chad this Saturday October 28th at the Crown Plaza Foster City

Alphabet Shares Pullback more than Eight Percent as its Cloud Business missed Analysts’ Estimates, Travis Kelce says he was Near Dead Broke his rookie year, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets and More on Rob's next seminar featuring Chad Burton October 28th at the Crown Plaza Foster City

Stocks Rose as Investors focused on a Fresh Slate of Earnings Reports, YouTube reportedly wants Record Labels to let it use Famous Voices for AI generated music, Spotify stock jumps Ten Percent as Cost Cutting boosts Profit and More on Rob's next seminar featuring Chad Burton October 28th at the Crown Plaza Foster City

Guest CFP Chad Burton of EP Wealth talks with Rob about the Seven Tests of Retirement Readiness and More on Rob's next seminar featuring Chad October 28th at the Crown Plaza Foster City

Guest CFP Chad Burton of EP Wealth talks with Rob about the Seven Tests of Retirement Readiness and More on Rob's next seminar featuring Chad October 28th at the Crown Plaza Foster City

Tesla Stock Falls After Its Earnings MiniDisaster, September Home Sales Drop to the Lowest Level since the Foreclosure Crisis, Netflix stock Surges as Profit beats Expectations and More on Rob's next seminar featuring Chad Burton October 28th at the Crown Plaza Foster City

Real Estate Brokers Fees Draw Antitrust Scrutiny, Putin is in China with President XI, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets and More on Rob's next seminar featuring Chad October 28th at the Crown Plaza Foster City

Retail Sales rose Stronger than Expected in September, Should Insurance Cover Ozempic and Other New Weight Loss Drugs, Rising Bond Yields once again Weighed on Investors and More on Rob's next seminar featuring Chad Burton October 28th at the Crown Plaza Foster City

Traders Awaited a Deluge of Corporate Earnings Reports, The Taylor Swift Eras Tour concert film is the Highest Grossing Concert Film of All Time, Netflix is to open Retail Locations in Two Years and More on Rob's next seminar featuring Chad Burton October 28th at the Crown Plaza Foster City

Ways to Remember for Building Wealth, Recommendations for Keeping Money Earned, and More on Rob's next seminar featuring Chad Burton October 28th at the Crown Plaza Foster City

Social Security retirement benefits will Increase by more than Fifty Dollar per month on average Next Year, Consumer Price Index report showed that Inflation held steady in September, YouTube passes Netflix as Top Video source for Teens and More on Rob's next seminar featuring Chad Burton October 28th at the Crown Plaza Foster City