Cornerstone Private Wealth Podcast

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...

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 te...

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 desp...

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 a...

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 reac...

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 outperform...

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...

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 perfor...

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 com...

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-drive...

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 - T...

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...

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 marke...

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 be...

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 fro...