Cornerstone Private Wealth Podcast

Six Investor Issues: Bonds, the Fed, AI, Stocks, Seasonality, and Taxes

Tue, 08 Sep 2026 09:00:00 -0400

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 effect
The global bond sell-off, higher yields, debt levels, and competition from corporate bond issuance
Federal Reserve and Treasury policy, including the debate over long-term interest rates
Whether September’s historical weakness is a reason to change investment strategy
AI data centers, public opposition, Nvidia’s growth, and the outlook for AI-related investments
Tax-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 info@cornerstonepw.com

What Killed This Hedge Fund? Leverage, Market Corrections, and the Danger Signs Investors Miss

Thu, 06 Aug 2026 09:00:00 -0400

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 collapse
Recent trends and volatility in leveraged ETFs, with global examples including South Korea
The rise of “mini bubbles” in markets and the importance of sector rotation
Value stocks’ recent outperformance and what it means for portfolio diversification
Fed 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 info@cornerstonepw.com

July 2026 Market Update: S&P Hits Highs, Small Caps Surge, and Inflation Lingers

Mon, 06 Jul 2026 09:00:00 -0400

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 info@cornerstonepw.com

Navigating the Parabolic Tech Market and Upcoming Mega IPOs in 2026

Fri, 05 Jun 2026 09:00:00 -0400

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

Breaking Down Gas Price Surges, Strong Earnings, and Fed Moves for May 2026

Thu, 07 May 2026 09:00:00 -0400

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

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

Mon, 06 Apr 2026 09:00:00 -0400

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

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

Thu, 05 Mar 2026 09:00:00 -0400

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 Hormuz
Historical comparisons of market reactions to major geopolitical disruptions
Current portfolio rotation from growth into value, dividend, and international stocks
Discussion on AI’s impact on industry jobs and market sentiment
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

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

Tue, 10 Feb 2026 09:00:00 -0400

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

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

Fri, 09 Jan 2026 09:00:00 -0400

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

December Market Volatility, AI Trading Insights, and Year-End Financial Planning Tips

Wed, 03 Dec 2025 09:00:00 -0400

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.

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

November Market Pulse: AI Adoption, Stock Performance, and Rise of Active ETFs

Mon, 10 Nov 2025 09:00:00 -0400

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.

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

Are We in an AI Tech Bubble or Another 1999? Market Insights for October

Wed, 08 Oct 2025 09:00:00 -0400

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.

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

How the September Effect and Fed Actions Could Impact Your Portfolio This Fall

Fri, 05 Sep 2025 09:00:00 -0400

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 info@cornerstonepw.com

Stock Market Trends, AI Boom, and Washington Fights: August Financial Insights from Cornerstone

Fri, 08 Aug 2025 09:00:00 -0400

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 info@cornerstonepw.com

Navigating July Markets: Earnings, Tariffs, and Investor Sentiment with Cornerstone Private Wealth

Thu, 03 Jul 2025 09:00:00 -0400

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!

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

Stock Market Swings, Tariff Talks, and Buffett Wisdom: What Investors Need to Know

Mon, 09 Jun 2025 09:00:00 -0400

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.

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

Welcome to the Cornerstone Private Wealth Podcast

Mon, 02 Jun 2025 09:00:00 -0400

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

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