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

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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 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

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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

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

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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

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

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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 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:

1. Immediate market and oil price impact following the Iranian strike and closure of the Strait of Hormuz
2. Historical comparisons of market reactions to major geopolitical disruptions
3. Current portfolio rotation from growth into value, dividend, and international stocks
4. Discussion on AI’s impact on industry jobs and market sentiment
5. Cautions on emerging speculation markets, crypto trends, and the need for continued portfolio diversification

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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

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.

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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

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 shifts
• The impact of the Trump administration, tariffs, and record-setting government deficits
• Analysis of earnings growth, Fed policy changes, and what to expect with the new Fed chair
• The continued rise of AI spending and its effects on market performance and productivity
• Practical 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.

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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 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