December, 2025

In this December epidode, Brett Hina and Dan Lesneski break down what’s moving the markets as the year comes to a close, and what investors should keep an eye on.

Topics include:

- 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 2026, including small cap performance, international equities, and the evolving role of tech in portfolios 

Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com.

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 Have questions or topics for future episodes? Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com

January, 2026

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.

Topics include:

- 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.

Have questions or topics for future episodes? Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com.

February, 2026

Join Brett Hina, Dan Lesneski, 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 

Have questions or topics for future episodes? Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com.

September, 2025

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.

Have questions or topics for future episodes? Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com

October, 2025

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, they 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.

Have questions or topics for future episodes?

Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com. 

November, 2025

In this November episode of the Cornerstone Private Wealth Podcast, Brett Hina and Dan 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

Have questions or topics for future episodes? The Cornerstone Private Wealth team invites clients and viewers to reach out directly at info@cornerstonepw.com.

August, 2025

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.

Have questions or topics for future episodes? Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com.

July, 2025

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!

Have questions or topics for future episodes? Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com.

June, 2025

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.

In this episode, we cover:

• 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.