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Cornerstone Private Wealth Podcast

Cornerstone Private Wealth Podcast

Written by: 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 2026 Cornerstone Private Wealth Economics Personal Finance
Episodes
  • Navigating the Parabolic Tech Market and Upcoming Mega IPOs in 2026
    Jun 5 2026

    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 moves
    • The narrow concentration of earnings growth among mega-cap tech companies
    • Caution signals from recent IPO valuations, including SpaceX, OpenAI, and Anthropic
    • Shifting market dynamics with record IPOs, industry sector laggards, and supply concerns
    • The 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 info@cornerstonepw.com

    Follow us on LinkedIn @cornerstonepw

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    37 mins
  • Breaking Down Gas Price Surges, Strong Earnings, and Fed Moves for May 2026
    May 7 2026

    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 info@cornerstonepw.com

    Follow us on LinkedIn @cornerstonepw

    Show More Show Less
    42 mins
  • Investment Outlook April 2026: Dividend Portfolios, Sector Shifts, and AI’s Impact Explained
    Apr 6 2026

    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 2026
    • Why expectations for Fed rate cuts have shifted dramatically
    • Catherine Avery’s dividend-focused investment strategy and portfolio positioning
    • The impact of AI across sectors, including dividend payers
    • Practical 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 info@cornerstonepw.com

    Follow us on LinkedIn @cornerstonepw

    Show More Show Less
    41 mins
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