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

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.

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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

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.

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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

Get the latest on the September markets, Fed decisions, and what might be coming for your investments. Brett and Dan break down key headlines and how they impact your financial planning.

Topics include:

- Why September is historically the worst month for the markets, with real data to back it up

- Key factors influencing this year’s market, including potential Fed rate cuts and strong earnings

- The Federal Reserve’s history, current structure, and the impact of recent political moves

- How current events like tariffs, Fed independence, and economic data revisions could shape market performance

- Practical advice on risk tolerance, portfolio positioning, and interpreting all the market noise

Tune in for clear, actionable insights to keep your financial strategy on track.

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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

Get the latest market insights and financial strategies with Brett Hina and Dan Lesneski from Cornerstone Private Wealth Partners. In this August episode, they tackle major client questions and break down what’s moving the markets right now.

Here's what you'll learn in this episode:

- Key market trends from the summer, including the strong performance of major indices and the return of meme stocks

- How the "big beautiful bill," tariffs, and Washington’s infighting could impact the economy and your investments

- The resurgence of IPOs, private markets, and the risks and opportunities in alternative investments

- What recent Federal Reserve moves and interest rate expectations mean for equities, bonds, and real estate

- Actionable financial planning tips to stay focused on long-term goals amidst volatility and political uncertainty

Tune in for a fast-paced, no-nonsense update to help you make sense of today’s market environment.

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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

In this episode of the Cornerstone Private Wealth Podcast, Daniel J. Lesneski and Brett Hina break down the latest market headlines, investor sentiment, and what clients need to know heading into the summer.

• How the markets performed in the first half of the year and why returns aren't as "average" as they seem
• The impact of tariffs, trade agreements, and ongoing geopolitical tensions on the markets
• Surprising shifts in consumer sentiment, political divides, and the effect on stock market expectations
• What to watch for from the Fed, interest rates, and the implications for your investment strategy
• Why sticking to quality investments and a balanced portfolio could pay off in uncertain times

Tune in for practical insights and answers to your most frequently asked financial questions!

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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

Get up to speed on the key topics concerning investors this June with Brett and Dan from Cornerstone Private Wealth. In this episode, they break down recent market volatility, policy changes, and what it all means for your financial strategy.

• Stock and bond market volatility in May and what drove the market's turnaround
• The ongoing US tariff situation and its impact on global trade and consumer behavior
• Strong S&P 500 earnings and the resilience of the consumer sector
• The House’s "big beautiful bill," what it means for taxes and the deficit, and the implications of the recent Moody’s downgrade
• Why staying invested and sticking to a solid asset allocation can weather all the market’s ups and downs

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

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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

Welcome to the Cornerstone Private Wealth podcast!

Hosts Brett Hina and Dan Lesneski created the Cornerstone Private Wealth podcast after running monthly webinars with their clients for years. Their goal is to bring value, education, and clarity to the world of investing by leveraging their decades of experience as private wealth advisors to high net-worth clientele.

Here's what you can expect from Cornerstone Private Wealth Podcast:

• Answer your questions
• Speak with top minds in the financial industry
• Provide you with regular updates on the markets
• Distilling complex financial topics for anyone to understand
• Visual imagery and charts to accompany their research and data

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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