All Episodes

The Market's New Pressure Points: Rates, Oil & AI

The Fed's Tug of War: Inflation, Jobs & What Might Come Next

AI, Inflation & Oil: 3 Market Themes We're Watching

The Economy Heading Into the Second Half of 2026: What We're Watching (Quarterly Edge: Q3 2026)

What Could Move Markets Next? Fed Policy, Inflation & SpaceX

Sticky Inflation vs. AI Growth: The Market's Balancing Act

Nvidia, Oil & Interest Rates: Why Markets Are So Reactive

Bull Market or Bubble? AI Rally, Oil Shock & Fed Signals Explained

Quarterly Edge - Q2, 2026: Economic Outlook 2026: Inflation, Jobs & Market Risks

Private Credit Boom or Bubble? What Investors Need to Understand Today

Oil Above $80, Weak Jobs Data & Nvidia Swings — What Investors Need to Know

Tariff Turmoil Returns: Supreme Court Ruling, 15% Tariffs & Market Volatility Explained

Dow Jones Hits 50,000: What Market Breadth Signals for 2026

From Greenland to Gold: What's Influencing Markets Right Now

Trump Headlines Move Markets: Federal Reserve, Defense Stocks, Housing

Quarterly Edge: Q1, 2026 Investment Outlook: Are We in a Market Bubble?

Manufacturing Slumps, Services Hold Strong: December Market Insight

Thankful for Data: AI Momentum, Rate Expectations, and What's Driving Markets Now

#80: Big Tech's $800B Drop, Fed's Balancing Act, and a Data-Driven Market Pause

#79: Soft Landing in Sight? CPI, Fed Policy & Trade Updates

#78: Gold's Surge, M&A Momentum, and Market Reality Checks

#77: Quarterly Edge - Q4 2025: Consumer Strength, Fed Cuts, and Market Strategy for Investors

#76: Fed Rate Cuts Explained 📉 | Inflation, Nvidia, Tesla & Market Risks

#75: From Summer Fun to Market Shifts: September Insights

#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty

#73: Quarterly Edge – Q3 2025: Liberation Day to Bond Stability

#72: Is the Market Rally for Real? Sector Moves & Economic Signals

#71: From Diapers to Diplomas: Strategic Financial Planning for Families

#70: Tariffic News! Markets Cheer the Ceasefire, but is It Built to Last?

#69: Tariff Turbulence: You Don't Need a Parachute

#68: Quarterly Edge: Q2, 2025 - A Deep Dive into the Economy, Stock Market, and More

The Dance of the Stock Market

#67: Navigating Uncertain Times: Market Volatility & Investor Sentiment

#66: Fear, Greed, and Market Rotation: A Contrarian Perspective

Tariffs on China: Technology and Consumer Goods

#65: Trade Wars & Market Volatility: What Investors Need to Know

#64: Maximizing Your Wealth-Management Relationship in Q1 2025

Tax-Efficient Giving: How QCDs Can Boost Your 2025 Charitable Contributions

#63: Tax Planning Strategy for IRA Holders: Skip the Government and Give from Your IRA Tax-Free

#62: What happened in the market yesterday? New AI, New Considerations: Is China disrupting the global AI race?

Information Technology Has Been a Key Driver of Domestic Earnings Over The Last Two Years

#61: Discretionary Spending and Market Dynamics for The Year. Blue Chip Partners Quarterly Edge Q1 2025.

The market's appetite for risk continues to rise. When will it slow down?

#60: Google rose sharply on the mere announcing of "Willow." Is risk still ON in this market?

The underlying data on the U.S. economic situation isn't that bad. Is the economy in a good place?

#59: Does this feel like 2008? Market predictions are annoying – here are some facts

2025 Year-End Financial Moves: QCDs, Gifting Strategies, and Estate Planning Tips

#58: Impacts on Markets and Estate Planning: Key Year-End Insights

Managing your own $500K+ portfolio? Avoid these things for your financial health.

The #1 way your mutual fund manager is losing you money. Taxes vs. capital gains.

#57: Should I choose an RIA over a big brokerage firm? This and top 12 client questions explored.

Small stocks can pack a powerful punch in Q4 2024 and beyond

Is it too late to jump on the bond train?

#56: You missed the cocktail party, but the reception is just about to begin - Q4 Quarterly Edge Report

What really drove market returns in August- Stock market drawdown and the snap back

S2 E32: Back to school: interest rates, small caps, the election, and the impact on your portfolio

Help Protect Your College Kids with These Documents While Their Brains are Still Developing

Congratulations, It's an Unfunded Liability: Financial Planning Insights for New Parents

S2 E30 - Financial Planning for New Parents - 529s, Insurance, College Savings, and Estate Planning Essentials

Target Date Funds: Optimal Choice for Retirement Savings or Just Another Option?

S2 E29: Company Retirement Plan Strategy for Long-term Success. Understanding Traditional vs. Roth 401(k) plans

S2 E28: International Investing- a drag or diversification strategy?

Q3 2024 Quarterly Edge: Politics play no role in your portfolio - The market doesn't care who is president

S2 E26: What should your portfolio manager be doing in the grips of a black swan event like a pandemic or natural disaster?

S2 E25: What's actually been driving inflation if the goods sector has been deflating since 2024?

S2 E24: What to do next after you've doubled your investment in the stock market. When to sell and when to hold.

The best boyfriend a woman ever had. How this ex-girlfriend was entitled to his $1M estate 35 years after a breakup.

S2 E23: What does it mean to investors to have a market driven by so few companies leading up to the 2024 election?

S2 E22: Unpacking NVIDIA's Stock Split & Blue Chip's Next Big Move

S2 E21: How to Look Under the Hood When Stocks Are Hitting All-Time Highs

S2 E20: The Utilities Sector and Fees You Pay as an Investor - Don't End Up In The Dark

Q2 Quarterly Edge - Economic Market Outlook on Stocks, Bonds, and Investing Ideas for 2024

S2 E18: Alphabet Inc. Shares Dividends with Stockholders, Private Mortgages, and The Best Week of 2024 for The Equity Market

S2 E17: Market Drops, CFP® Professional, and the 3B AI Commitment From the U.S. Department of Energy

S2 E16: Tax Strategies to Save Money on Tax Day for Retirees and Individual Investors

S2 E15: Why We Don't Currently Invest in Cryptocurrency

S2 E14: Why Statistics Point to the S&P 500 Being Even Higher 12 Months From Now

S2 E13: Why Is the U.S. Government Suing Apple?

S2 E12: What Would Benjamin Graham, Warren Buffett's Professor at Columbia University, Say About AI Today?

S2 E11: Why 2024's Equity Market Will Not Be a Repeat of 2021

S2 E10: Philosophical Evidence Supports a Path Higher in the Stock Market

S2 E9: Is NVIDIA Overvalued?

S2 E8: Skate to Where the Puck Is Going

S2 E7: If Defense Wins Championships, U.S. Corporations Need to Adapt Accordingly

S2 E6: The Transformation of Large-Cap Tech

S2 E5: Quantifying the Power of Compounding

S2 E4: Why to Keep Buying in Difficult Markets

S2 E3: Cryptocurrencies Come Full Circle

S2 E2: Has Boeing's Stock Been Grounded?

S2 E1: Has Apple Lost its Luster on Wall Street?

S1 E21: An Early Christmas Gift: 2024 Predictions

S1 E20: Are Bond Investors the Smart Money?

S1 E19: A November to Remember

S1 E18: Are Domestic Consumers and Corporate Earnings Running Out of Steam?

S1 E17: Target Lands a Bullseye

S1 E16: Why are the Magnificent 7 So Magnificent?

S1 E15: Hope for the Housing Market

S1 E14: The Yin and Yang of Market Dynamics

S1 E13: Conflict in the Middle East

S1 E12: Don't Forget to Zoom Out

S1 E11: Q3 2023 Under the Microscope

S1 E10: Your Friendly RMD Reminder

S1 E9: Google on Trial

S1 E8: Energy Market Marathon

S1 E7: Your Year-End To-Do List

S1 E6: Party at Jackson Hole

S1 E5: Restaurants Under Review

S1 E4: Is the Energy Market Energizing a Path Forward?

S1 E3: Bond… Bond Market

S1 E2: A Not-So-Great Earnings Report

S1 E1: We Have Lift Off