Join Brett Hina and Dan Lesneski, seasoned Private Wealth Advisors from Cornerstone Private Wealth, as they answer your most pressing questions about today’s markets. With decades of combined experience serving high-net-worth clients, business owners, and retirees, Brett and Dan provide clear, insightful guidance tailored to help you achieve your unique financial goals.
Each month, they unpack current market trends, share expert insights, and bring in top financial minds for interviews to give you a well-rounded perspective on managing your wealth. Whether you’re navigating investments, planning for retirement, or seeking long-term financial security, this podcast is designed to educate and empower you.
Have a question or topic you want covered? Contact the team at info@cornerstonepw.com. Tune in monthly to stay informed and confident on your path to financial success.
Portfolio Positioning for Higher Rates, AI Growth, and Year-End Tax Planning
This episode reviews the third-quarter market performance and examines the factors shaping the final quarter of 2026. The discussion covers interest rates, inflation, AI, energy markets, elections, China, and year-end planning.
In this episode, we cover:
- Third-quarter stock market performance, including technology, small caps, and sector leadership
- Rising Treasury yields, bond losses, credit spreads, and competition between stocks and bonds
- Federal debt, persistent inflation, energy prices, and the outlook for interest rates
- Election expectations, Federal Reserve policy, and the potential for a year-end market rally
- AI’s shift toward agentic applications, energy and China market developments, and year-end tax planning
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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
8 Sept 2026
Six Investor Issues: Bonds, the Fed, AI, Stocks, Seasonality, and Taxes
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
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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
6 Aug 2026
What Killed This Hedge Fund? Leverage, Market Corrections, and the Danger Signs Investors Miss
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
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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
6 Jul 2026
July 2026 Market Update: S&P Hits Highs, Small Caps Surge, and Inflation Lingers
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
5 Jun 2026
Navigating the Parabolic Tech Market and Upcoming Mega IPOs in 2026
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
7 May 2026
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
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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
6 Apr 2026
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
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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
5 Mar 2026
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:
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
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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
10 Feb 2026
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.
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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
9 Jan 2026
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.
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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
3 Dec 2025
December Market Volatility, AI Trading Insights, and Year-End Financial Planning Tips
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
10 Nov 2025
November Market Pulse: AI Adoption, Stock Performance, and Rise of Active ETFs
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.
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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
8 Oct 2025
Are We in an AI Tech Bubble or Another 1999? Market Insights for October
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.
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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
5 Sept 2025
How the September Effect and Fed Actions Could Impact Your Portfolio This Fall
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.
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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
8 Aug 2025
Stock Market Trends, AI Boom, and Washington Fights: August Financial Insights from Cornerstone
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.
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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
3 Jul 2025
Navigating July Markets: Earnings, Tariffs, and Investor Sentiment with Cornerstone Private Wealth
Daniel J. Lesneski and Brett Hina analyze recent market performance, tariff impacts, and shifting investor sentiment, offering insights into navigating economic uncertainty and maintaining a balanced investment strategy.
9 Jun 2025
Stock Market Swings, Tariff Talks, and Buffett Wisdom: What Investors Need to Know
Financial advisors Brett and Dan from Cornerstone Private Wealth analyze recent stock market swings, tariff talks, and Warren Buffett's investment wisdom to inform investors about key market drivers and strategies.
2 Jun 2025
Welcome to the Cornerstone Private Wealth Podcast
Hosts Brett Hina and Dan Lesneski introduce the Cornerstone Private Wealth podcast, aiming to simplify investing concepts using their experience as wealth advisors.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
885
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
3 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 23 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
6
Social presence
0
YouTube
66
Engagement
32
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