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| Episode | Date |
|---|---|
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The Market's New Pressure Points: Rates, Oil & AI
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Aug 28, 2026 |
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The Fed's Tug of War: Inflation, Jobs & What Might Come Next
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Aug 14, 2026 |
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AI, Inflation & Oil: 3 Market Themes We're Watching
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Jul 31, 2026 |
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The Economy Heading Into the Second Half of 2026: What We're Watching (Quarterly Edge: Q3 2026)
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Jul 20, 2026 |
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What Could Move Markets Next? Fed Policy, Inflation & SpaceX
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Jun 23, 2026 |
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Sticky Inflation vs. AI Growth: The Market's Balancing Act
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Jun 05, 2026 |
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Nvidia, Oil & Interest Rates: Why Markets Are So Reactive
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May 22, 2026 |
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Bull Market or Bubble? AI Rally, Oil Shock & Fed Signals Explained
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May 08, 2026 |
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Quarterly Edge - Q2, 2026: Economic Outlook 2026: Inflation, Jobs & Market Risks
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Apr 07, 2026 |
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Private Credit Boom or Bubble? What Investors Need to Understand Today
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Apr 02, 2026 |
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Oil Above $80, Weak Jobs Data & Nvidia Swings — What Investors Need to Know
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Mar 17, 2026 |
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Tariff Turmoil Returns: Supreme Court Ruling, 15% Tariffs & Market Volatility Explained
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Feb 27, 2026 |
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Dow Jones Hits 50,000: What Market Breadth Signals for 2026
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Feb 11, 2026 |
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From Greenland to Gold: What's Influencing Markets Right Now
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Jan 30, 2026 |
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Trump Headlines Move Markets: Federal Reserve, Defense Stocks, Housing
|
Jan 14, 2026 |
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Quarterly Edge: Q1, 2026 Investment Outlook: Are We in a Market Bubble?
|
Jan 05, 2026 |
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Manufacturing Slumps, Services Hold Strong: December Market Insight
|
Dec 12, 2025 |
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Thankful for Data: AI Momentum, Rate Expectations, and What's Driving Markets Now
|
Nov 26, 2025 |
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#80: Big Tech's $800B Drop, Fed's Balancing Act, and a Data-Driven Market Pause
|
Nov 12, 2025 |
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#79: Soft Landing in Sight? CPI, Fed Policy & Trade Updates
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Oct 29, 2025 |
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#78: Gold's Surge, M&A Momentum, and Market Reality Checks
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Oct 22, 2025 |
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#77: Quarterly Edge - Q4 2025: Consumer Strength, Fed Cuts, and Market Strategy for Investors
|
Oct 02, 2025 |
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#76: Fed Rate Cuts Explained 📉 | Inflation, Nvidia, Tesla & Market Risks
|
Sep 17, 2025 |
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#75: From Summer Fun to Market Shifts: September Insights
|
Sep 03, 2025 |
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#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty
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Aug 20, 2025 |
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#73: Quarterly Edge – Q3 2025: Liberation Day to Bond Stability
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Jul 01, 2025 |
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#72: Is the Market Rally for Real? Sector Moves & Economic Signals
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Jun 12, 2025 |
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#71: From Diapers to Diplomas: Strategic Financial Planning for Families
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Jun 06, 2025 |
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#70: Tariffic News! Markets Cheer the Ceasefire, but is It Built to Last?
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May 13, 2025 |
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#69: Tariff Turbulence: You Don't Need a Parachute
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May 02, 2025 |
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#68: Quarterly Edge: Q2, 2025 - A Deep Dive into the Economy, Stock Market, and More
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Mar 28, 2025 |
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The Dance of the Stock Market
|
Mar 24, 2025 |
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#67: Navigating Uncertain Times: Market Volatility & Investor Sentiment
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Mar 18, 2025 |
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#66: Fear, Greed, and Market Rotation: A Contrarian Perspective
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Mar 04, 2025 |
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Tariffs on China: Technology and Consumer Goods
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Feb 24, 2025 |
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#65: Trade Wars & Market Volatility: What Investors Need to Know
|
Feb 18, 2025 |
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#64: Maximizing Your Wealth-Management Relationship in Q1 2025
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Feb 05, 2025 |
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Tax-Efficient Giving: How QCDs Can Boost Your 2025 Charitable Contributions
|
Feb 05, 2025 |
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#63: Tax Planning Strategy for IRA Holders: Skip the Government and Give from Your IRA Tax-Free
|
Jan 29, 2025 |
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#62: What happened in the market yesterday? New AI, New Considerations: Is China disrupting the global AI race?
|
Jan 28, 2025 |
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Information Technology Has Been a Key Driver of Domestic Earnings Over The Last Two Years
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Jan 21, 2025 |
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#61: Discretionary Spending and Market Dynamics for The Year. Blue Chip Partners Quarterly Edge Q1 2025.
|
Jan 13, 2025 |
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The market's appetite for risk continues to rise. When will it slow down?
|
Jan 08, 2025 |
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#60: Google rose sharply on the mere announcing of "Willow." Is risk still ON in this market?
|
Dec 30, 2024 |
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The underlying data on the U.S. economic situation isn't that bad. Is the economy in a good place?
|
Dec 26, 2024 |
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#59: Does this feel like 2008? Market predictions are annoying – here are some facts
|
Dec 17, 2024 |
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2025 Year-End Financial Moves: QCDs, Gifting Strategies, and Estate Planning Tips
|
Dec 10, 2024 |
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#58: Impacts on Markets and Estate Planning: Key Year-End Insights
|
Nov 26, 2024 |
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Managing your own $500K+ portfolio? Avoid these things for your financial health.
|
Nov 20, 2024 |
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The #1 way your mutual fund manager is losing you money. Taxes vs. capital gains.
|
Nov 13, 2024 |
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#57: Should I choose an RIA over a big brokerage firm? This and top 12 client questions explored.
|
Oct 31, 2024 |
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Small stocks can pack a powerful punch in Q4 2024 and beyond
|
Oct 10, 2024 |
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Is it too late to jump on the bond train?
|
Oct 03, 2024 |
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#56: You missed the cocktail party, but the reception is just about to begin - Q4 Quarterly Edge Report
|
Sep 26, 2024 |
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What really drove market returns in August- Stock market drawdown and the snap back
|
Sep 19, 2024 |
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S2 E32: Back to school: interest rates, small caps, the election, and the impact on your portfolio
|
Sep 11, 2024 |
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Help Protect Your College Kids with These Documents While Their Brains are Still Developing
|
Aug 28, 2024 |
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Congratulations, It's an Unfunded Liability: Financial Planning Insights for New Parents
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Aug 21, 2024 |
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S2 E30 - Financial Planning for New Parents - 529s, Insurance, College Savings, and Estate Planning Essentials
|
Aug 13, 2024 |
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Target Date Funds: Optimal Choice for Retirement Savings or Just Another Option?
|
Aug 07, 2024 |
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S2 E29: Company Retirement Plan Strategy for Long-term Success. Understanding Traditional vs. Roth 401(k) plans
|
Jul 31, 2024 |
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S2 E28: International Investing- a drag or diversification strategy?
|
Jul 18, 2024 |
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Q3 2024 Quarterly Edge: Politics play no role in your portfolio - The market doesn't care who is president
|
Jul 09, 2024 |
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S2 E26: What should your portfolio manager be doing in the grips of a black swan event like a pandemic or natural disaster?
|
Jul 02, 2024 |
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S2 E25: What's actually been driving inflation if the goods sector has been deflating since 2024?
|
Jun 26, 2024 |
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S2 E24: What to do next after you've doubled your investment in the stock market. When to sell and when to hold.
|
Jun 18, 2024 |
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The best boyfriend a woman ever had. How this ex-girlfriend was entitled to his $1M estate 35 years after a breakup.
|
Jun 13, 2024 |
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S2 E23: What does it mean to investors to have a market driven by so few companies leading up to the 2024 election?
|
Jun 06, 2024 |
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S2 E22: Unpacking NVIDIA's Stock Split & Blue Chip's Next Big Move
|
May 30, 2024 |
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S2 E21: How to Look Under the Hood When Stocks Are Hitting All-Time Highs
|
May 23, 2024 |
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S2 E20: The Utilities Sector and Fees You Pay as an Investor - Don't End Up In The Dark
|
May 17, 2024 |
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Q2 Quarterly Edge - Economic Market Outlook on Stocks, Bonds, and Investing Ideas for 2024
|
May 07, 2024 |
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S2 E18: Alphabet Inc. Shares Dividends with Stockholders, Private Mortgages, and The Best Week of 2024 for The Equity Market
|
May 01, 2024 |
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S2 E17: Market Drops, CFP® Professional, and the 3B AI Commitment From the U.S. Department of Energy
|
Apr 22, 2024 |
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S2 E16: Tax Strategies to Save Money on Tax Day for Retirees and Individual Investors
|
Apr 15, 2024 |
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S2 E15: Why We Don't Currently Invest in Cryptocurrency
|
Apr 10, 2024 |
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S2 E14: Why Statistics Point to the S&P 500 Being Even Higher 12 Months From Now
|
Apr 01, 2024 |
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S2 E13: Why Is the U.S. Government Suing Apple?
|
Mar 25, 2024 |
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S2 E12: What Would Benjamin Graham, Warren Buffett's Professor at Columbia University, Say About AI Today?
|
Mar 18, 2024 |
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S2 E11: Why 2024's Equity Market Will Not Be a Repeat of 2021
|
Mar 11, 2024 |
|
S2 E10: Philosophical Evidence Supports a Path Higher in the Stock Market
|
Mar 04, 2024 |
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S2 E9: Is NVIDIA Overvalued?
|
Feb 26, 2024 |
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S2 E8: Skate to Where the Puck Is Going
|
Feb 19, 2024 |
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S2 E7: If Defense Wins Championships, U.S. Corporations Need to Adapt Accordingly
|
Feb 12, 2024 |
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S2 E6: The Transformation of Large-Cap Tech
|
Feb 05, 2024 |
|
S2 E5: Quantifying the Power of Compounding
|
Jan 29, 2024 |
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S2 E4: Why to Keep Buying in Difficult Markets
|
Jan 22, 2024 |
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S2 E3: Cryptocurrencies Come Full Circle
|
Jan 15, 2024 |
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S2 E2: Has Boeing's Stock Been Grounded?
|
Jan 08, 2024 |
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S2 E1: Has Apple Lost its Luster on Wall Street?
|
Jan 02, 2024 |
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S1 E21: An Early Christmas Gift: 2024 Predictions
|
Dec 18, 2023 |
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S1 E20: Are Bond Investors the Smart Money?
|
Dec 11, 2023 |
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S1 E19: A November to Remember
|
Dec 04, 2023 |
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S1 E18: Are Domestic Consumers and Corporate Earnings Running Out of Steam?
|
Nov 27, 2023 |
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S1 E17: Target Lands a Bullseye
|
Nov 20, 2023 |
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S1 E16: Why are the Magnificent 7 So Magnificent?
|
Nov 13, 2023 |
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S1 E15: Hope for the Housing Market
|
Oct 30, 2023 |
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S1 E14: The Yin and Yang of Market Dynamics
|
Oct 23, 2023 |
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S1 E13: Conflict in the Middle East
|
Oct 16, 2023 |
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S1 E12: Don't Forget to Zoom Out
|
Oct 09, 2023 |
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S1 E11: Q3 2023 Under the Microscope
|
Oct 02, 2023 |
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S1 E10: Your Friendly RMD Reminder
|
Sep 25, 2023 |
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S1 E9: Google on Trial
|
Sep 18, 2023 |
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S1 E8: Energy Market Marathon
|
Sep 11, 2023 |
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S1 E7: Your Year-End To-Do List
|
Sep 05, 2023 |
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S1 E6: Party at Jackson Hole
|
Aug 28, 2023 |
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S1 E5: Restaurants Under Review
|
Aug 21, 2023 |
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S1 E4: Is the Energy Market Energizing a Path Forward?
|
Aug 07, 2023 |
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S1 E3: Bond… Bond Market
|
Jul 31, 2023 |
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S1 E2: A Not-So-Great Earnings Report
|
Jul 24, 2023 |
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S1 E1: We Have Lift Off
|
Jul 19, 2023 |