『Cornerstone Private Wealth Podcast』のカバーアート

Cornerstone Private Wealth Podcast

Cornerstone Private Wealth Podcast

著者： Cornerstone Private Wealth
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 Join Brett Hina and Dan Lesneski, seasoned Private Wealth Advisors from Cornerstone Private Wealth, as they answer your most pressing questions about today’s markets. With decades of combined experience serving high-net-worth clients, business owners, and retirees, Brett and Dan provide clear, insightful guidance tailored to help you achieve your unique financial goals. Each month, they unpack current market trends, share expert insights, and bring in top financial minds for interviews to give you a well-rounded perspective on managing your wealth. Whether you’re navigating investments, planning for retirement, or seeking long-term financial security, this podcast is designed to educate and empower you. Have a question or topic you want covered? Contact the team at info@cornerstonepw.com. Tune in monthly to stay informed and confident on your path to financial success.Copyright 2025 Cornerstone Private Wealth 個人ファイナンス 経済学
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  • December Market Volatility, AI Trading Insights, and Year-End Financial Planning Tips

    December Market Volatility, AI Trading Insights, and Year-End Financial Planning Tips
    2025/12/03

    Get up to speed on the latest trends and insights from the Cornerstone Private Wealth podcast. Brett Hina and Daniel J. Lesneski break down what’s moving the markets as the year comes to a close, and what investors should keep an eye on.

    • The impact and recent developments in algorithmic and AI-driven trading, including flash crashes and market volatility
    • Key takeaways from November's market performance and what led to swings in major indexes like the NASDAQ and S&P 500
    • Updates on the Federal Reserve’s rate decisions and what possible policy moves could mean for you
    • Important year-end tax planning strategies, including tax loss harvesting, RMDs, charitable giving, and new legislation changes
    • Market trends to watch for 2024, including small cap performance, international equities, and the evolving role of tech in portfolios

    Stay informed with Cornerstone's clear, actionable insights for your financial future.

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    Check out the YouTube page for the video version: https://www.youtube.com/channel/UCsfr4JFsdyNAYAR2BAQsWbA

    Learn more about Cornerstone Private Wealth at cornerstonepw.com

    Got a question or an idea for a future episode? Contact us at info@cornerstonepw.com

    Follow us on LinkedIn @cornerstonepw
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    37 分
  • November Market Pulse: AI Adoption, Stock Performance, and Rise of Active ETFs

    November Market Pulse: AI Adoption, Stock Performance, and Rise of Active ETFs
    2025/11/10

    In this November episode of Cornerstone, Brett Hina and Daniel J. Lesneski break down the latest trends and frequently asked questions on the minds of investors.

    From the explosive growth of AI to market performance and investment strategies, here’s what’s covered:

    • The ongoing impact and adoption of AI in the market, economy, and corporate strategies
    • Massive infrastructure spending by top tech companies and its global implications
    • How AI is changing productivity, workforce dynamics, and triggering “AI washing” in layoffs
    • Stock market check-in: historic trends, performance chasing, and risks heading into year-end
    • The rapid rise of active ETFs and what it means for investor portfolios


    Stay up to date and get practical insights to help navigate today's investment landscape.


    --

    Check out the YouTube page for the video version: https://www.youtube.com/channel/UCsfr4JFsdyNAYAR2BAQsWbA

    Learn more about Cornerstone Private Wealth at cornerstonepw.com

    Got a question or an idea for a future episode? Contact us at info@cornerstonepw.com

    Follow us on LinkedIn @cornerstonepw
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    36 分
  • Are We in an AI Tech Bubble or Another 1999? Market Insights for October

    Are We in an AI Tech Bubble or Another 1999? Market Insights for October
    2025/10/08

    Get up to speed with the latest market moves and insights in our October podcast. Brett and Dan break down recent trends, compare today’s tech rally to past booms, and share actionable strategies for your portfolio.

    In this episode, we discuss:

    - Market performance recap: Stocks, small caps, and the continued dominance of Big Tech and the "Magnificent Seven."

    - Comparison of the current tech-driven rally to the dot-com era, including key similarities and differences.

    - The impact of AI spending and capex among major tech companies and what that means for investors.

    - Insights on portfolio rebalancing, prudence, and the value vs. growth dynamic in today’s market.

    - Historical perspective on market leadership and why it’s smart to be diversified as new trends emerge.


    Stay tuned for practical tips and strategic advice to finish the year strong!


    Have questions or topics for future episodes? Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com.


    --

    Check out the YouTube page for the video version: https://www.youtube.com/channel/UCsfr4JFsdyNAYAR2BAQsWbA

    Learn more about Cornerstone Private Wealth at cornerstonepw.com

    Got a question or an idea for a future episode? Contact us at info@cornerstonepw.com

    Follow us on LinkedIn @cornerstonepw
    続きを読む 一部表示
    38 分
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