The Independent Advisors
550 episodes — Page 11 of 11
The Independent Advisors Podcast Episode 68: Strong Start for Q4, Predicting is HARD, Cash Earning instruments and Estate Planning Mistakes
The Independent Advisors Podcast Episode 68: Strong Start for Q4, Predicting is HARD, Cash Earning instruments and Estate Planning Mistakes
Mark & Matt Discuss the Following on Episode #68: Q3 2020 Earnings Season Kicks Off Predicting is HARD Cash Instruments Earning Virtually Nothing with Low Interest Rates Strong Start for the Market in Q4 2020 Common Estate Planning Mistakes www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 67: Stimulus Update, Global Growth Figures, Stocks During a 4-Year Presidential Cycle and Medicare Coverage
Mark & Matt Discuss the Following on Episode #67: Fiscal Stimulus Update Latest Global Growth Figures How Stocks Perform During a 4-year Presidential Cycle Fine Tuning Your Medicare Coverage During Annual Election Period www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 67: Stimulus Update, Global Growth Figures, Stocks During a 4-Year Presidential Cycle and Medicare Coverage
Episode 67: Stimulus Update, Global Growth Figures, Stocks During a 4-Year Presidential Cycle and Medicare Coverage
Episode 66: Special guest, Aaron Cramer, explains everything you need to look out for when your employer begins open enrollment.
Mark & Matt Discuss the Following on Episode #66: • Consumer Confidence Stronger than Expected• Companies Hoarding Cash• Open Enrollment Checklist www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 66: Special guest, Aaron Cramer, explains everything you need to look out for when your employer begins open enrollment.
Episode 66: Special guest, Aaron Cramer, explains everything you need to look out for when your employer begins open enrollment.
Episode 65: Politics and it's Effects on the Market, Seasonally Strong Q4 and Predictions That Have Been Proven Wrong
Episode 65: Politics and it's Effects on the Market, Seasonally Strong Q4 and Predictions That Have Been Proven Wrong
Episode 65: Politics and it's Effects on the Market, Seasonally Strong Q4 and Predictions That Have Been Proven Wrong
Mark & Matt Discuss the Following on Episode #65: Update on Insider Buying & Selling Heading into a Seasonally Strong Q4 Current Congressional Budget Office Projections Don’t Let Politics get in the Way of Your Investing Plan www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 64: A Rocky September, Social Security Mistakes that Retirees Make and the Behavior and Psychology Involved in Investing
Episode 64: A Rocky September, Social Security Mistakes that Retirees Make and the Behavior and Psychology Involved in Investing
Episode 64: A Rocky September, Social Security Mistakes that Retirees Make and the Behavior and Psychology Involved in Investing
Mark & Matt Discuss the Following on Episode #64: Stocks Continue Their Rocky September Investing is All About Behavior and Psychology Stock Returns Since Pandemic Label from WHO Investor Sentiment Survey Common Social Security Mistakes that Retirees Make www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 63: Ecommerce Penetration, Largest Stocks in S&P 500, SPAC and Printing Money
Episode 63: Ecommerce Penetration, Largest Stocks in S&P 500, SPAC and Printing Money
Episode 63: Ecommerce Penetration, Largest Stocks in S&P 500, SPAC and Printing Money
Mark & Matt Discuss the Following on Episode #63: Ecommerce Penetration The Largest Stocks in the S&P 500 by Market Cap What is a SPAC (Special Purpose Acquisition Company)? Money Printing & Inflation Focus on the Long Term, When it Comes to Investing www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 62: Stocks Sell Off, A Closer Look at the S&P 500 and 5 Phases of Our Financial Lives
Episode 62: Stocks Sell Off, A Closer Look at the S&P 500 and 5 Phases of Our Financial Lives
Mark & Matt Discuss the Following on Episode #62: Stocks sell off – largest decline since June The risk free rate of return A closer look at the S&P 500 5 Phases of our Financial Lives www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 62: Stocks Sell Off, A Closer Look at the S&P 500 and 5 Phases of Our Financial Lives
Episode 61: A Strong August in the Stock Market, Mistakes Retirees Make, and Accredited Investor Updates
Mark & Matt Discuss the Following on Episode #61: • Stock Market Marches Higher in August • Accredited Investor Update • 12 Cheapest Cities for a Comfortable Retirement – ThinkAdvisor • Is There Such Thing as a Permanent Portfolio? • S&P 500 Sector Performance Year-To-Date • IRA Mistakes that Retirees Make www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 61: A Strong August in the Stock Market, Mistakes Retirees Make, and Accredited Investor Updates
Episode 61: A Strong August in the Stock Market, Mistakes Retirees Make, and Accredited Investor Updates
Episode 60: Tech Stocks, Company Name Game, Crash Confidence and Annuities: Consequences to Consider
Episode 60: Tech Stocks, Company Name Game, Crash Confidence and Annuities: Consequences to Consider
Episode 60: Tech Stocks, Company Name Game, Crash Confidence and Annuities: Consequences to Consider
Mark & Matt Discuss the Following on Episode #59: Performance of Tech Stocks and Long Term Bonds Over the Past 2 Years Largest US Companies by Market Cap. 1960-Present Yale's "Crash Confidence Reading" The Continued Rise of E-Commerce Differences between Exchange Traded Funds (ETFs) and Mutual Funds Annuities: Consequences to Consider www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 59: Second Stimulus Bill, Consumer Recovery, Sadness and Euphoria in the Stock Market, Gig Economy
Episode 59: Second Stimulus Bill, Consumer Recovery, Sadness and Euphoria in the Stock Market, Gig Economy
Episode 59: Second Stimulus Bill, Consumer Recovery, Sadness and Euphoria in the Stock Market, Gig Economy
Mark & Matt Discuss the Following on Episode #59: No agreement yet on the second stimulus bill Small Caps Turning Around? Is the US Consumer starting to recovery? Sadness and Euphoria in the Stock Market Retirement Planning for the Gig Economy www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 58: Consumer Credit Update, Market Returns under both political parties, Losing Fortunes
Episode 58: Consumer Credit Update, Market Returns under both political parties, Losing Fortunes
Episode 58: Consumer Credit Update, Market Returns under both political parties, Losing Fortunes
Mark & Matt Discuss the Following on Episode #58: $400 extra weekly unemployment benefits Consumer Credit Update Market Returns Under US Presidents (Democrat & Republican) Treasury Yields Continue to Fall Losing Fortunes www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 57: GDP Update, Time in the market, Values Based Budgeting
Episode 57: GDP Update, Time in the market, Values Based Budgeting
Episode 57: GDP Update, Time in the market, Values Based Budgeting
Mark & Matt Discuss the Following on Episode #57: US National Debt to GDP GDP Update Time in the market Record Low Mortgage Rates Market Performance with past Democratic Sweeps Values – Based Budgeting www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 56: China Tiff, Housing Market Strength, Income, Misconceptions about Risk
Mark & Matt Discuss the Following on Episode #56: US & China Tiff Corporate Insiders: Buying, Selling or Neutral? Update on the housing market The majority of stocks in the S&P 500 have a dividend yield greater than the 10 Year Treasury yield Spending declines as we age Misconceptions and clarifications surrounding “Risk” www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 56: China Tiff, Housing Market Strength, Income, Misconceptions about Risk
Episode 56: China Tiff, Housing Market Strength, Income, Misconceptions about Risk
Episode 55: No wealth without health, timing the market, .com comparisons, concentrated stock positions
Mark & Matt Discuss the Following on Episode #55: Congress finalizing another stimulus bill Biden Tax Proposal Without health, retirement is very challenging Endowments and their use Timing the market is not as easy as people think Nasdaq 100 2000 vs 2020 Volatility and Trade Volumes The number of retail trading accounts opened in 2020 YTD vs 2019 www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily
Episode 55: No wealth without health, timing the market, .com comparisons, concentrated stock positions
Episode 55: No wealth without health, timing the market, .com comparisons, concentrated stock positions
Episode 54: Strong Q2, Returns & Volatility, Stock Market Is Not the Economy, Buybacks, College Costs
Episode 54: Strong Q2, Returns & Volatility, Stock Market Is Not the Economy, Buybacks, College Costs
Mark & Matt Discuss the Following on Episode #54: Q2 Index Performance The ability to withstand drawdowns The stock market is not the economy Self-Control and Investing Apple Share Buybacks Historical Unemployment Levels Will college be cheaper this year? www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily
Episode 53: Expected Stimulus, Small Caps, Big Tech, More Relief for RMD's in 2020
Mark & Matt Discuss the Following on Episode #53: Is the Fed’s response expected going forward? Small Cap Stocks & The Economy Cheese Demand Big Tech & The S&P 500 AAII Sentiment Survey Update More guidance on RMD’s for 2020 www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 52: COVID Cases Rise, Printing Money, Low Interest Rates
Mark & Matt discuss the following on Episode #52 COVID-19 Case Count on the rise Update on China Trade Deal Mortgage Rate Update Printing Money Low Interest Rates and what they mean for bonds Who sold stock in February & May? View of the Recovery, By Blackstone www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 51: Largest sell off since March, Update on housing, Officially in a recession, Buying stocks, Unpaid debts after death
Mark & Matt Discuss the Following on Episode #51: Markets experience largest weekly decline since March Number of Adults living at home climbs Update on Housing The US officially drops into recession according to the National Bureau of Economic Research Is there a right time to buy stocks? Relative Strength of US Markets How unpaid debts are handled when a person passes away www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 50: Stocks rally on, The "What If" Game, Consumer Credit Update, Automating your Investments
Mark & Matt Discuss the Following on Episode #50: Stocks rally on May Job additions and lower than expected unemployment Playing the “What If” Game with Investing is not ideal Consumer Credit Drops by $68 Billion in April: What does that mean? Forward Looking Gains Automating your investing www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 49: Market Breadth, Personal Savings Rate, Tax Filing Deadline Reminder, Basics of ETFs
Mark & Matt Discuss the Following on Episode #49: Stocks continue to rebound Market Breadth: Are we starting to see more industries participate in the market’s recovery? Personal savings rate spikes to a record high Stocks move quickly from oversold to overbought Tax Filing Deadline Reminder & what that means Basics of ETFs (Exchange Traded Funds) www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 48: Growth vs Value, Why Failed Predictions Don't Matter, Long Term Positive Expectations in the Markets
Mark & Matt Discuss the Following on Episode #48: Renewed Tension Between The US & China More Growth vs Value Data & Diversification Why Failed Predictions Don’t Matter % of Periods Where The Dow Had a Positive Return US Debt To GDP How To Protect Your Credit if Your Income Takes a Hit www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
Episode 47: Getting Back to Normal, HEROES Stimulus Bill, Real Estate, Risk of Stocks vs Bonds
Mark & Matt Discuss the Following on Episode #47: Grocery Store Prices Rise Are we already getting back to normal? HEROES Proposed Stimulus Package Home Buying Demand Passes Pre-Corona Levels The perceived risks in stocks and bonds www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup