Cornerstone Private Wealth Podcast

Breaking Down Gas Price Surges, Strong Earnings, and Fed Moves for May 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

Investment Outlook April 2026: Dividend Portfolios, Sector Shifts, and AI’s Impact Explained

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

Market Reactions to Middle East Crisis: Oil, Dollar, and Portfolio Diversification Strategies

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 -- 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

Navigating 2026 Markets: AI, Value Rotation, and Fed Policy

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 info@cornerstonepw.com Follow us on LinkedIn @cornerstonepw

2026 Market Outlook: Reviewing 2025’s Wild Ride and Key Predictions for the Year Ahead

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. -- 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