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This episode reviews the third-quarter market performance and examines the factors shaping the final quarter of 2026. The discussion covers interest rates, inflation, AI, energy markets, elections, China, and year-end planning. In this episode, we cover: - Third-quarter stock market performance, including technology, small caps, and sector leadership - Rising Treasury yields, bond losses, credit spreads, and competition between stocks and bonds - Federal debt, persistent inflation, energy prices, and the outlook for interest rates - Election expectations, Federal Reserve policy, and the potential for a year-end market rally - AI’s shift toward agentic applications, energy and China market developments, and year-end tax planning -- 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 [email protected] Follow us on LinkedIn @cornerstonepw

September’s discussion covers rising bond yields, Federal Reserve policy, market seasonality, AI investment trends, and year-end tax planning. Brett Hina and Daniel Lesneski also discuss: Portfolio rebalancing and the September effectThe global bond sell-off, higher yields, debt levels, and competition from corporate bond issuanceFederal Reserve and Treasury policy, including the debate over long-term interest ratesWhether September’s historical weakness is a reason to change investment strategyAI data centers, public opposition, Nvidia’s growth, and the outlook for AI-related investmentsTax-loss harvesting, qualified charitable distributions, Roth conversions, gifting, and year-end planning -- 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 [email protected] Follow us on LinkedIn @cornerstonepw

Get the latest market insights from Cornerstone's August 2026 podcast, as Brett Hina and Dan Lesneski from Cornerstone Private Wealth break down the month's most critical financial developments. This episode covers lessons from high-profile fund blowups, portfolio strategy debates, and key economic signals. The dangers and consequences of using leverage in investing, highlighted by a major AI hedge fund collapseRecent trends and volatility in leveraged ETFs, with global examples including South KoreaThe rise of “mini bubbles” in markets and the importance of sector rotationValue stocks’ recent outperformance and what it means for portfolio diversificationFed policy updates, interest rate impacts, and major takeaways from recent economic data -- 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 [email protected] Follow us on LinkedIn @cornerstonepw

Join Brett Hina and Dan Lesneski from Cornerstone Private Wealth as they break down the markets at the halfway point of 2026. Get a concise look at what drove the first half’s performance and what to watch for as we move into the second half of the year. In this episode, we cover: - Market performance review: all-time highs, sector rotation, and small/mid-cap leadership - Earnings trends, interest rates, and the impact of AI on company results - International and emerging market standouts – with a focus on South Korea and Europe - Volatility, margin balances, and speculative activity influencing the current environment - Looking ahead: historical seasonality, upcoming volatility, and client takeaways for the rest of the year -- 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 [email protected] Follow us on LinkedIn @cornerstonepw

Get the latest insights on the explosive moves in tech stocks and what it means for your portfolio in Cornerstone’s June 2026 market update. Brett and Dan break down key trends, risks, and timely strategies investors need to know right now. In this episode, we cover: Parabolic gains in tech and the historical rarity of such market movesThe narrow concentration of earnings growth among mega-cap tech companiesCaution signals from recent IPO valuations, including SpaceX, OpenAI, and AnthropicShifting market dynamics with record IPOs, industry sector laggards, and supply concernsThe power of compounding for young investors and prudent portfolio management for all -- 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 [email protected] Follow us on LinkedIn @cornerstonepw

Join Brett Hina and Dan Lesneski in their May 2026 Cornerstone Private Wealth podcast as they break down the latest market trends and answer top client questions. Get timely analysis on market performance, gas prices, earnings, and Federal Reserve policy shifts. In this episode, we cover: - The real impact and relevance of "Sell in May and go away" in today's markets - Why gas prices are high despite the U.S. being a net oil exporter - April’s strong stock market performance and the surprising tech sector leadership - Record-setting corporate earnings and the explosive growth in AI spending - What changing Fed leadership and potential rate cuts mean for the market this summer -- 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 [email protected] Follow us on LinkedIn @cornerstonepw

March 2026 marked one of the toughest quarters for investors in recent years. In this episode, we break down the numbers and hear expert insight from Catherine Avery, a veteran portfolio manager, on navigating volatile markets. Key market movements and sector performance in Q1 2026Why expectations for Fed rate cuts have shifted dramaticallyCatherine Avery’s dividend-focused investment strategy and portfolio positioningThe impact of AI across sectors, including dividend payersPractical advice for managing portfolios in uncertain economic and political climates -- 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 [email protected] Follow us on LinkedIn @cornerstonepw

Get the latest market reaction and portfolio strategies in response to the recent Iranian conflict and shifting global trends. In this episode, Brett Hina and Daniel J. Lesneski break down key developments and give concise investment insights. Topics include: Immediate market and oil price impact following the Iranian strike and closure of the Strait of HormuzHistorical comparisons of market reactions to major geopolitical disruptionsCurrent portfolio rotation from growth into value, dividend, and international stocksDiscussion on AI’s impact on industry jobs and market sentimentCautions on emerging speculation markets, crypto trends, and the need for continued portfolio diversification -- 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 [email protected] Follow us on LinkedIn @cornerstonepw

Join Brett Hina, Dan Lesnesky, and special guest Meera Pandit from JP Morgan for a fast-paced breakdown of the market’s hottest topics and investor questions for February 2026. Get clear insights on AI, market trends, Fed policy, and more in this concise episode. Here’s what you’ll learn: - Why the current AI boom is different from the dot-com bubble - Key market shifts: small cap value outperforming large cap growth, and what that means for your portfolio - The latest on Federal Reserve leadership changes and interest rate expectations - Updates on international investing and the rise of gold and silver - The main risks and opportunities for investors to watch in 2026 Hit play for actionable answers and straightforward market analysis. -- 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 [email protected] Follow us on LinkedIn @cornerstonepw

Kick off 2026 with Cornerstone’s first podcast of the year as Brett and Dan review the wild events of 2025 and look ahead to what’s driving the markets in the new year. Get a straight-to-the-point recap of reports, predictions, and the key issues shaping your investments. Major economic trends and surprises from 2025, including US government actions and global market shiftsThe impact of the Trump administration, tariffs, and record-setting government deficitsAnalysis of earnings growth, Fed policy changes, and what to expect with the new Fed chairThe continued rise of AI spending and its effects on market performance and productivityPractical investment strategies for 2026: diversification, rebalancing, and why trading the headlines rarely works Don’t miss this matter-of-fact breakdown to help guide your portfolio through another unpredictable year. -- 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 [email protected] Follow us on LinkedIn @cornerstonepw

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 volatilityKey takeaways from November's market performance and what led to swings in major indexes like the NASDAQ and S&P 500Updates on the Federal Reserve’s rate decisions and what possible policy moves could mean for youImportant year-end tax planning strategies, including tax loss harvesting, RMDs, charitable giving, and new legislation changesMarket 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. -- 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 [email protected] 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 strategiesMassive infrastructure spending by top tech companies and its global implicationsHow AI is changing productivity, workforce dynamics, and triggering “AI washing” in layoffsStock market check-in: historic trends, performance chasing, and risks heading into year-endThe 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 [email protected] 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 [email protected]. -- 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 [email protected] 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. -- 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 [email protected] 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. -- 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 [email protected] Follow us on LinkedIn @cornerstonepw