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 |
Mon, 27 February 2023
Rob's Market Recap, What to Know About Your 401k, 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, 24 February 2023
Ideas on Investing, Looking Forward to the Rest of 2023, EP Wealth CFP Chad Burton Focuses on Your Plans for Retirement |
Thu, 23 February 2023
Financial Planning Ideas, Ways to Avoid Losing Wealth, Prioritizing Your Financial Goals |
Wed, 22 February 2023
Making Better Financial Decisions, Improving Your Budgeting, Ways to Avoid Going Into Debt |
Tue, 21 February 2023
Higher Interest Rates Pressure Stocks, Home Depot's Disappointing Guidance, Home Buying and Selling Wildly Underperform Stocks |
Mon, 20 February 2023
The Importance of Planning for Retirement, Planning for Helping Parents Financially, EP Wealth's CFP Stephanie Richman on Planning for Your Retirement |
Fri, 17 February 2023
Worries of Recession Leading to More Vacations, Increase in EV Charging Stations, Briefing.com's Patrick O'Hare Analyzes This Week's Markets |
Thu, 16 February 2023
The Latest Advances in the Health Care Industry, Artificial Intelligence in 2023, The US Housing Market in 2023 |
Wed, 15 February 2023
Trading After the Release of January Consumer Price Index Numbers, Briefing.com's Patrick O'Hare Analyzes the Markets and the Federal Reserve |
Tue, 14 February 2023
Stocks for Valentine's Day, Being Prepared for Inheritance Issues, The Latest from Warren Buffett |
Mon, 13 February 2023
Financial News Surrounding the Super Bowl, Fighting Hidden Junk Fees, Disney Risking that Interest will Continue for Superheroes |
Fri, 10 February 2023
Looking Over AI Stocks, How AI Is Being Used Today, Exploring the ChatGPT Story |
Thu, 9 February 2023
Disney Restructuring Earnings Results, Coca-Cola versus Pepsi Stocks, Topics Covered at Tonights Seminar at the Juniper Hotel Cupertino at 6 30 PM PST |
Wed, 8 February 2023
2023 State of the Union Key Economic Points, Briefing.com's Patrick O'Hare on the Current Market Conditions, The Real Estate Report Host Tony Mendes on Upcoming Seminar at the Juniper Hotel Cupertino Tomorrow Thurs February 9th 2023 at 6 30 PM PST |
Tue, 7 February 2023
EP Wealth CFP Chad Burton Focuses on the SECURE Act 2.0, Details About Upcoming Seminar at the Juniper Hotel Cupertino THIS Thurs February 9th 2023 at 6 30 PM PST. |
Mon, 6 February 2023
EP Wealth CFP Chad Burton Answers Questions on Preparing for Your Retirement, Details About Upcoming Seminar at the Juniper Hotel Cupertino THIS Thurs February 9th 2023 at 6 30 PM PST. |
Fri, 3 February 2023
Microsoft Earnings Repercussions, EP Wealth CFP Chad Burton on Preparing for Retirement, Briefing.com's Patrick O'Hare on This Week's Markets |
Thu, 2 February 2023
The Markets After Fed's Powell's News Conference, Meta Facebook Stock Soars, EP Wealth’s CFP and Regional Director Stephanie Richman |
Wed, 1 February 2023
EP Wealth CFP Chad Burton on the Secure 2.0 Act, Briefing.com's Patrick O'Hare on the Current Market Conditions, Colossal Biosciences Hopes to Resurrect the Dodo |
Tue, 31 January 2023
Looking Back at The January 2023 Markets, Spotify Earnings Show Strong User Growth, Bay Area Loan Source's Tony Mendes on Buying Real Estate with a Partner |
Mon, 30 January 2023
EP Wealth CFP Chad Burton Answers Questions on Preparing for Your Retirement, Details About Upcoming Seminar at the Juniper Hotel Cupertino on Thurs February 9th 2023 at 6 30 PM PST |
Fri, 27 January 2023
Big Picture Weekly Recap, Tips for Planning for Your Ideal Retirement, Briefing.com's Patrick O'Hare Analyzes This Week's Markets |
Thu, 26 January 2023
Stocks Higher on U.S. Economic Growth, Expensive Eggs Inflation, Fake Heiress Anna Sorokin Gets Reality TV Show |
Wed, 25 January 2023
Briefing.com's Patrick O'Hare Analyzes Earnings Misses with the Markets, Ticketmaster Troubles, DOJ Wants to Break Up Google |
Tue, 24 January 2023
Spotify Joins Job Loss January By Cutting 600 Employees, Amazon Add Prescription Perk for Prime, The Real Estate Report Host Tony Mendes on Mortgages |
Mon, 23 January 2023
The Markets So Far This Year Overall, The Current E-Car Landscape, The Plight of First-Time Homebuyers |
Fri, 20 January 2023
McDonalds as a Stock, Saving Money Shopping Thrift Stores, Best of Great Guests EP Wealth's CFP Stephanie Richman and The Real Estate Report Host Tony Mendes of Bay Area Loan Source |
Thu, 19 January 2023
EP Wealth's CFP Stephanie Richman on Transitions Approaching Retirment, Amazon Prime Problems, Netflix Cracking Down |
Wed, 18 January 2023
What the Latest Producer Price Index Numbers Mean to You, The Banning of Tik Tok, The Real Estate Report Host Tony Mendes on Owning Rental Property |
Tue, 17 January 2023
Elon Musk Tesla Tweet Troubles, Artificial Intelligence Issues, Investing in India |
Mon, 16 January 2023
Emails Answered Regarding Insurance Questions, Repercussions from Cryptocurrency, Dealing Financially with Divorce and Death |
Fri, 13 January 2023
Earnings and The Market in 2023, Guest Adam Phillips Managing Director at EP Wealth Advisors Discusses the Markets This Week, More Twitter Troubles |
Thu, 12 January 2023
Next Move by the Fed, The PC Components Slump, The Demise of Bed Bath and Beyond |
Wed, 11 January 2023
Patrick O'Hare from Briefing.com Analyzes the Markets, The Real Estate Report Host Tony Mendes Talks Housing, Credit Card Debt Climbs Even Higher |
Tue, 10 January 2023
Earnings Season is Upon Us, The One Billion Cost of Rain in California, Coinbase Lays Off Twenty Percent of Staff |
Mon, 9 January 2023
The Market Building on Gains, How Much Nikes Owned by Michael Jordan Went For, Strategies for Buying a Home This Year |
Fri, 6 January 2023
The Upcoming Problems for the Housing Market, The Latest on the New Apple Headset for Virtual Reality, The Market Review from This Week from Patrick O'Hare of Briefing.com |
Thu, 5 January 2023
Stormy Waters Ahead for Tech in 2023, Questions to Ask When Comparing Companies, Why Branding Becomes Disastrous |
Wed, 4 January 2023
Market Headlines Looking Ahead to 2023, Briefing.com's Patrick O'Hare Starts the Year Off Talking Markets, Funeral Home Investments |