The Independent Advisors

Show Notes:Post on X from Subu Trade on 5.13.25 - https://x.com/SubuTrade/status/1922325201313816774 Post on X from Willie Delwiche on 5.13.25 - https://x.com/WillieDelwiche/status/1922255070084694318 No Taxes On Tips, Overtime, And Social Security? Not Exactly.By: Kelly Phillips published on May 15th, 2025 https://www.forbes.com/sites/kellyphillipserb/2025/05/15/no-taxes-on-tips-overtime-and-social-security-not-exactly/?ss=retirement

GIVEAWAY!

Show Notes:Positive Earnings With a Tariff DivideSource: Charlie Bilello Research from 5/6/25https://bilello.blog/2025/the-week-in-charts-5-6-25?Source: Bloomberg Article on 5/6https://www.bloomberg.com/graphics/2025-china-ship-cost-in-tariffs-trade-war/?Goldman Says Bear Market Rallies Are the NormSource: Bloomberg article on 5/6/25https://www.bloomberg.com/news/articles/2025-05-06/goldman-says-bear-market-rallies-are-norm-as-pain-trade-thriving?

Show Notes:X post by @isabelnet_sa on April 25, 2025https://x.com/ISABELNET_SA/status/1915689168627175907Xpost by bespoke investmentshttps://x.com/bespokeinvest/status/1915408647955337498X post by Subu Trade 4/24https://x.com/SubuTrade/status/1915444909500207391Some Considerations for Key Labor Market DataThe Big Picture, Briefing.comhttps://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htmChina Factory Activity Part 1Source: X post from Bloomberg’s Joe Weisenthalhttps://x.com/TheStalwart/status/1917512306906312805China Factory Activity Part 2Source: X Post from Andreas Steno Larsen, CIO of Steno Global Macro Fund https://x.com/AndreasSteno/status/1917456410192863620

Get answers quickly:How is the American Consumer?How is the American Dollar?How are US Treasuries?How is the Housing Market?

Show Notes: Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?

Show Notes:Our first episode with JC, recorded on 3.4.2021:https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-episode-87-interview-with-guest-co-host-jc-parets/

Show Notes: https://youtu.be/FZMv4pNqAmo

Show Notes:Hard vs Soft Data ExplainedSource: Briefing.com Big Picture 3/28/25https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Show Notes:Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714?Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/ BofA Fund Managers Survey, Rotation out of Stocks?X Post from D’Elia Capital on 3/19https://x.com/deliacapital/status/1902354170247573609Breakdown of US HouseholdsBloomberg Article on 3/26, Half of American Households Hold 97.5% of the National Wealthhttps://www.bloomberg.com/news/articles/2025-03-26/half-of-american-households-hold-97-5-of-the-national-wealth?Article from Christine Benz at Morningstar on 3.16.25 titled “Should You Pay Off Your Mortgage Early or Invest?” - https://www.morningstar.com/personal-finance/pay-down-mortgage-or-invest-2024-edition

Show Notes:Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786? Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893? Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R

shownotes:Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951?Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890?Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337?Post on X from the Daily Chartbook on March 4th - https://x.com/dailychartbook/status/1896878287609344270?Post on X from Charlie Bilello on March 3rd - https://x.com/charliebilello/status/1896673142384492848 Recap on Recent Driving Forces in the MarketSource: Briefing.com’s “The Big Picture” released 3/7/25https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htmReminder Market Corrections are NormalSource: Charlie Bilello Research on 3/11/25https://bilello.blog/2025/the-week-in-charts-3-11-25?

We know fear is heightened right now. Hold tight to the data, research and what history's patterns tell us. When the stock market rattles you, lean on your advisors.#stocks #stockmarket #investing #economy #fear https://youtu.be/aSFwiDiMvVwhttps://www.jessupwealthmanagement.com/disclosures-page

Show Notes: For charts, please visit our YouTube Channelhttps://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQ

Show Notes: Bloomberg Article on 2/20https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?cmpid=eveus&utm_medium=email&utm_source=newsletter&utm_term=250221&utm_campaign=eveus&sref=KaV2wJ0vX post from Coiled Spring Capital on 2/26https://x.com/coiledspringcap/status/1894754608930803939 X post from The Trading Initiative on 2/25https://x.com/howtoswingtrade/status/1894554821069242613

Show Notes:Tweet from David Zarling on 2/3/25 https://x.com/AdaptivCharts/status/1886509803528446131/photo/1 Tweet from Evan SS6 on 1.30.25 - https://x.com/Evan_ss6/status/1884999500130893916 Post on X from Aurelius on 1.15.25 - https://x.com/aureliusltd28/status/1879524511957352781?Blog post from Mike Piper on 2.10.25 discussing Roth vs Tax-Deferred contributions

Show Notes:Blog Post from Ryan Detrick on 1/31/25 titled “As Goes January, So Goes the Year? The Bulls Hope So.” - https://www.carsongroup.com/insights/blog/as-goes-january-so-goes-the-year-the-bulls-hope-so-2/ Post on X from Ryan Detrick on 1.23.25 - https://x.com/RyanDetrick/status/1882540160124072082 Post on X from Seth Golden on 1.19.25 - https://x.com/sethcl/status/1880987140643057861?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Show Notes Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page

Show Notes:https://x.com/chamath/status/1873144394100187263?s=12&t=Godkt5FzuqWcmpmvo2G5Jg https://x.com/mikezaccardi/status/1873096140364890515?https://x.com/mikezaccardi/status/1875908291093823587?https://ofdollarsanddata.com/rent-vs-buy-calculator/Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page

Show Notes:https://www.linkedin.com/in/r%C3%A9gulo-alfonso-depablos-9159821ab@alfchartshttps://www.stockmarkettv.com/alfonsos-daily-note

Show Notes:Blog post from Adam Turnquist on 1/2/25 titled “Santa Claus Rally in Jeopardy - https://www.lpl.com/research/blog/santa-claus-rally-in-jeopardy.html?Tweet from Ryan Detrick on 12/31/24 - https://x.com/ryandetrick/status/1874127859624861918?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Article from ThinkAdvisor by David Blanchett titled “How Retirement Age & Social Security Claiming Age are Related” with commentary from Kitces.com on 12.16.24 - https://www.thinkadvisor.com/2024/12/16/how-retirement-age-and-social-security-claiming-age-are-related/

Tweet from Charlie Bilello on 12.19.24 - https://x.com/charliebilello/status/1869731498439647290?The IRS Is Sending up to $1,400 to One Million People: Are You Eligible? By Kelley Taylor https://www.kiplinger.com/taxes/irs-sending-payments-to-one-million-peopleFireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:Tweet from Jason Goepfert on 12.18.24 - https://x.com/jasongoepfert/status/1869490448374649331?Article written on Schaeffer’s Investment Research titled “What the Latest Dow Shakeup Could Mean” by Rocky White back on 11/5 - https://www.schaeffersresearch.com/content/analysis/2024/11/05/what-the-latest-dow-shakeup-could-mean?Article written by Jason Zweig in the WSJ on 9/20/24 titled “Solving the Mystery of an Investment That’s Too Good to Be True” - https://www.wsj.com/finance/investing/yield-term-deposits-paul-regan-8042122d Blog post from Ben Carlson titled “The 4 Types of Investment Mistakes“ - https://awealthofcommonsense.com/2024/12/the-4-types-of-investment-mistakes/ Review of S&P Earnings Growth over 10 YearsSource: FactSet Research from 12/13/24, https://x.com/FactSet/status/1867645942377120055Research from Mohamed A. El-Erian on 12/18/24, • https://x.com/elerianm/status/1869504011931472152• https://www.bloomberg.com/opinion/articles/2024-12-16/the-fed-faces-an-important-choice-after-this-rate-cut?

Show Notes:https://x.com/nickgerli1/status/1865160521428750756 https://x.com/nickgerli1/status/1865162039842513110 Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/ Charlie Bilello’s 7 Lessons from 2024 (12/10/24)https://bilello.blog/2024/7-lessons-from-2024?

Show Notes:Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog/what-happens-after-back-to-back-20-gains/?Mark Item #3 – Post on X from Jesse Felder on 11.19.24 - https://x.com/jessefelder/status/1858922638942630161?Financial Planning Topic of the week – Scared To Spend? (You’re Not Alone) By Fritz Gilbert 11/21/2024 -https://www.theretirementmanifesto.com/scared-to-spend-youre-not-alone/

Show Notes:Article from Adam Turnquist, Chief Technical Strategist at LPL on 11/14 titled “The Dollar Reaches a Potential Inflection Point” - https://www.lpl.com/research/blog/the-dollar-reaches-a-potential-inflection-point.html?Article from Bespoke titled “The Day After…2016 Redux” - https://www.bespokepremium.com/interactive/posts/think-big-blog/the-day-after-2016-redux?Tweet from Mike Zaccardi - https://x.com/mikezaccardi/status/1854498774388773175?s=12&t=Godkt5FzuqWcmpmvo2G5JgFireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:Article from the WSJ on 11/11 titled “Does Warren Buffett know Something That We Don’t” - https://www.wsj.com/finance/investing/does-warren-buffett-know-something-that-we-dont-48fabc9d?st=b7TGaL X Post from Alfonso De Pablos, CMT on 11/7/24 - https://x.com/AlfCharts/status/1854622839778722100?FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

Show Notes:2024 vs 2025 Tax Brackets: Married Filing Jointlyhttps://www.nerdwallet.com/article/taxes/federal-income-tax-brackets

Show Notes:https://x.com/SJD10304/status/1846302979147944358?https://www.carsongroup.com/insights/blog/why-there-could-be-years-left-to-this-bull-market/?https://www.bloomberg.com/news/articles/2024-10-21/s-p-500-s-decade-of-big-gains-is-over-goldman-strategists-say?https://www.bloomberg.com/news/articles/2024-10-21/carson-block-says-close-your-eyes-and-buy-us-stocks-not-china-m2ikwagi?

This week, we welcomed a special guest, Chad Hooper. Chad is the owner and founder of Medicare4U LLC.

Show Notes:https://www.carsongroup.com/insights/blog/six-things-to-know-about-rate-cuts/?https://www.newsweek.com/florida-biggest-insurer-increase-rates-1935388 https://www.visualcapitalist.com/the-most-reliable-car-brands-according-to-consumer-reports/?https://www.kitces.com/blog/social-security-sustainability-trust-fund-benefits-taxes-legislation-financial-planning/?

Tweet from Compounding Quality on 8.28.24 - https://x.com/qcompounding/status/1828734560659497205?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Seth Golden on 8.18.24 - https://x.com/sethcl/status/1825185437452828877?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Show Notes: Outlook for stocks after Fed rate cut: historically positivePossibility of election year seasonal weaknessNo recession expected; mid-cycle slowdown predictedConsumer balance sheets in good shapeBonds expected to rally with anticipated Fed rate cutsProductivity surge in the U.S. economy- expected to support continued economic growth and a bull market

#269 Topics:

Show Notes:

Show Notes: X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwabhttps://x.com/KevRGordon/status/1828042176057811051X Post from Liz Young, Head of Investment Strategy at SoFihttps://x.com/LizThomasStrat/status/1828098863108128812Research from 8/17/24https://x.com/FactSet/status/1824935004943556922https://x.com/FactSet/status/1824920409105457362

Show Notes:Twitter: @MikeZaccardiLinkedIn: @Mike Z.

Show Notes:Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly?Tweet from Brian G on Twitter - https://x.com/alphacharts/status/1821261266939510918?US Wage GrowthX post from Charlie Bilello on 8/14https://x.com/charliebilello/status/1823710733168996606C-Suites mentioning “Recession” in earnings calls…X Post from Ryan Detrick on 8/13/24https://x.com/RyanDetrick/status/1823456221057228930Financial Planning Topic of the week – Article from Dalvin Brown in the WSJ on 7.27.24 titled “Key to Happiness or Distrust? The Couples who itemize their monthly bills - https://www.wsj.com/personal-finance/these-happy-couples-arent-sharing-bank-accountstheyre-sharing-spreadsheets-c33c3b70

Show Notes:Tweet from Ryan Detrick on 8.2.24 - https://x.com/RyanDetrick/status/1819476646589878465?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Friday%2C+August+2%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email Tweet from Ryan Detrick on 8.6.24 - https://x.com/ryandetrick/status/1820678336277856286?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Charlie Bilello on 8.5.24 - https://x.com/charliebilello/status/1820635769553506724?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Monday%2C+August+5%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email Linked In Post from Campbell Harvey - https://www.linkedin.com/posts/camharvey_it-has-begun-over-the-last-year-i-have-activity-7225216764152868864-_nBb/?utm_source=share&utm_medium=member_ios

Show Notes:https://www.ssa.gov/news/press/releases/2024/#7-2024-1 https://www.optimisticallie.com/p/rate-cuts-are-coming?https://x.com/granthawkridge/status/1813374265686999061?Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealth

Show Notes:X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/?Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23https://x.com/MichaelKantro/status/1815906361315566021Tweet from Markets & Mayhem on 7/23https://x.com/Mayhem4Markets/status/1815912732845052319

Show Notes• Barchart - Potential Federal Reserve rate cut sometime in 2nd half of 2024• Global Markets Investor - Recession in the future?• Ben Carlson - Total Returns in the past 5 years• Bespoke - Markets pricing a ZERO percent chance of NO rate cut by September

Tweet from Ryan Detrick on 6.28.24 - https://x.com/RyanDetrick/status/1806751672347095443?Article by Emily Flitter at the NYT with commentary from Kitces.com titled “Why is car insurance so expensive?” - https://www.nytimes.com/2024/05/15/business/car-insurance-cost-inflation.html Blog post from Adam Turnquist at LPL on 6.27.24 - https://www.lpl.com/research/blog/sneak-peek-into-second-half-seasonality-for-stocks.html?Lot’s of equity consumers could tap if/when interest rates drop…https://ritholtz.com/2024/06/weekend-reads-621/FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:Tweet from Ryan Detrick - https://x.com/RyanDetrick/status/1798762012933231097?Blog post by Ben Carlson titled “Roger Federer vs. The Stock Market”- https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/ FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:Article from Carl Swenlin on Stockcharts.com titled “Deja Dot.com Disaster?” on 6.20.24 - https://stockcharts.com/articles/decisionpoint/2024/06/deja-dotcom-disaster-405.html?Chart from Adam Turnquist with LPL on 6.24.24 regarding seasonality of the volatility index - https://www.lpl.com/research/blog/how-low-can-volatility-go.html?Graphic from a blog post from Ben Carlson on his blog “A Wealth of Common Sense” on 6.18.24 that shows the average annualized performance of companies before and after the first year they became one of the ten largest stocks in the US - https://awealthofcommonsense.com/2024/06/chasing-the-biggest-stocks/? Blog post from Jim Blankenship, CFP titled “The Problem with naming your estate the beneficiary of your IRA” on 5.6.24 - https://financialducksinarow.com/4046/the-problem-with-naming-your-estate-the-beneficiary-of-your-ira/

Show Notes:Tweet from David Cox, CMT, CFA on 6.14.24 - https://x.com/DavidCoxRJ/status/1801606503608013123? Article from Allan Roth on Advisor Perspectives titled “Why Stock Buybacks Are Great For Investors” on 5/23/24 - https://www.advisorperspectives.com/articles/2024/05/23/why-stock-buybacks-great-for-clients-allan-roth Tweet from Trend Spider on 6/5/24 - https://x.com/TrendSpider/status/1798557929119092829

For more on Portfolio Summits Visit: https://www.linkedin.com/company/portfolio-summits/

Show Notes:Bloomberg article – Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Partyhttps://www.bloomberg.com/news/articles/2024-06-05/goldman-sees-wall-of-money-fueling-stock-market-s-summer-party?srnd=homepage-americas&sref=KaV2wJ0vCharlie Bilello post from 6/5/24https://x.com/charliebilello/status/1798184430126944732Tweet from Hedgeeye on inflationhttps://x.com/Hedgeye/status/1798435967579120063Example of a “heat map” – this one is from the website www.finviz.com/map

Show Notes:https://x.com/morganhousel/status/1793613842792247688?https://x.com/RyanDetrick/status/1792587665507852436?https://x.com/SJD10304/status/1791573839622861226?FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y