The Independent Advisors

The Resilience of the U.S. Economyhttps://twitter.com/charliebilello/status/1793389802835865887The Last of the Bears among Wall Street Strategisthttps://www.bloomberg.com/news/articles/2024-05-20/morgan-stanley-s-wilson-capitulates-on-bearish-view-of-us-stocks?sref=KaV2wJ0vhttps://www.bloomberg.com/news/articles/2024-05-20/jpmorgan-s-kolanovic-is-last-prominent-bear-as-mike-wilson-folds?sref=KaV2wJ0vWhy So Much Attention on NVDA?https://x.com/charliebilello/status/1793383284585447560https://x.com/charliebilello/status/1793384507887751185https://x.com/charliebilello/status/1793386643828719688

Show Notes:https://www.carsongroup.com/.../six-reasons-this-bull.../?https://awealthofcommonsense.com/.../the-new-normal-in.../https://twitter.com/TrendSpider/status/1783236887722999995?FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:https://twitter.com/charliebil.../status/1785442300186763671?https://www.wsj.com/.../housing-affordability-taxes...https://www.wsj.com/.../iphone-stolen-device-protection...https://twitter.com/lisaabramo.../status/1787605462759739600https://twitter.com/BruceZaro/status/1788299562266108300https://twitter.com/KevRGordon/status/1788243372278505794

Show Notes:The Independent Advisors podcast welcomed market strategist Callie Cox to discuss year-to-date market performance and her background in finance journalism. Callie emphasized storytelling through data analysis and key themes investors should monitor: income, assets, debt, and considering inflation's impact beyond headline numbers. Callie covered sentiment analysis and economic indicators shaping investment strategies, cautioning against fixating on short-term predictions or market outperformance.Long-term wealth-building strategies were favored over reactionary decisions based on emotional responses to daily news. Addressing investing uncertainties, Callie advised separating emotions from portfolio decisions and analyzing real-time trends alongside government metrics like PCE reports for a comprehensive view of inflation dynamics. She recommended following her insights on Twitter (@Calliabost) for ongoing updates and invaluable perspectives on financial markets.

Show Notes:• Blog post from Ryan Detrick “Volatility is the Toll We Pay to Invest”• Article by Melanie Waddell of Think Advisor “T+1 starts in May. Are you ready?"• Tweet from Matthew Miskin, Co-Chief Investment Strategist at JH Investments• Article from Bloomberg on Diverging Opinions on another Pullback

Show Notes:https://twitter.com/AndrewThrasher/status/1778057693908910553?https://www.cnbc.com/2023/11/14/these-behavioral-traits-lead-to-greater-retirement-savings-study-finds.html?https://parentdata.org/theres-no-secret-option-c/

Show Notes:https://twitter.com/charliebilello/status/1776007989863817612?https://twitter.com/TimmerFidelity/status/1775158918307512762?https://www.thinkadvisor.com/2024/03/13/a-third-of-americans-are-not-happier-in-retirement-study/

Show Notes:Jessup Wealth Managementhttps://twitter.com/Todd_Sohn/status/1772607791217135725?https://www.carsongroup.com/.../why-a-strong-start-to.../?https://twitter.com/jasongoepfert/status/1772252026165977279?https://www.wsj.com/.../realtors-settlement-change-buy...

Show Notes:Blog by Ryan Detrick “16 Charts to know this election year”. -https://www.carsongroup.com/insights/blog/16-charts-and-tables-to-know-this-election-year/?Blog by Darius Foroux “25 investing mistakes I made that you can easily avoid” - https://dariusforoux.com/investing-mistakes/?Article by Allison Schrager - Why 401k’s may be going away? - https://www.wealthmanagement.com/retirement-planning/401ks-will-be-gone-within-decadeBlog by Ben Carlson - Are We Living in The Roaring 20s? -https://awealthofcommonsense.com/2024/03/are-we-living-in-the-roaring-20s/Article by Jan-Patrick Barnert and Michael Msika - https://www.bloomberg.com/news/articles/2024-03-27/pension-funds-seen-selling-32-billion-of-stock-into-quarter-end?Article from Bloomberg, Housing-Bond Sales Hit 10-Year High as Mortgage Rates Stay Lofty -https://www.bloomberg.com/news/articles/2024-03-27/housing-bond-sales-hit-10-year-high-as-mortgage-rates-stay-lofty?

Show Notes:Tweet from Charlie Bilello -https://lnkd.in/gpKJrm8A?Tweet from Ben Carlson -https://lnkd.in/gq2Fd89t?Article written on FA Mag, Biden’s 2025 budget proposal if reelected -https://lnkd.in/gdHf7REX

Show Notes:Article from Adam Turnquist, “Who Do Markets Want to Win the Election” -https://www.lpl.com/research/blog/who-do-markets-want-to-win-the-election.html?Tweet from Unusual Whales -https://twitter.com/unusual_whales/status/1765369742661910893?Research from Charlie Bilello -https://twitter.com/charliebilello/status/1767926346246689079Tweet from Michael Kantro, Chief Investment Strategist -https://twitter.com/MichaelKantro/status/1767996650297901198Tweet from Brian G at Alpha Charts -https://twitter.com/alphacharts/status/1768013302716604898

Show Notes:Tweet from Wayne Whaley -https://twitter.com/WayneWhaley1136/status/1761184949909004367?Blog from Michael Batnick titled “Nothing is More Bullish than All-Time Highs” - https://theirrelevantinvestor.com/2024/02/03/nothing-is-more-bullish-than-all-time-highs/

Show NotesBlog post from Ben Carlson titled “How often do bear markets occur?” -https://awealthofcommonsense.com/2024/02/how-often-do-bear-markets-occur/?Tweet from Jeremy Schwartz - https://twitter.com/JeremyDSchwartz/status/1760090109209129310?

Show NotesTweet from Equity Clock -https://twitter.com/EquityClock/status/1757949750123340130?Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1757896351038197914?Tweet from a friend of the show, Seth Golden - https://twitter.com/sethcl/status/1753905094997766266?Tweet from Matthew Miskin at John Hancock Investments -https://twitter.com/matthew_miskin/status/1758092278059434119Tweet from FactSet -https://twitter.com/FactSet/status/1758947447076798764Tweets from FactSet -https://twitter.com/FactSet/status/1760037881937035740

Show Notes:Blog Post from David Keller on http://stockcharts.com/ titled “Beware the Hindenburg Omen!” - https://stockcharts.com/articles/mindfulinvestor/2024/02/beware-the-hindenburg-omen-814.html?Blog post by Jason Zweig “What I Learned When I stopped Watching the Stock Market” - https://www.wsj.com/finance/investing/what-i-learned-when-i-stopped-watching-the-stock-market-ccf8bd86?Blog post by Austin Harrison “Almost Time for a Tech Breather”? - https://www.grindstoneintel.com/p/almost-time-for-a-tech-breather?Inflation detail -https://www.bloomberg.com/news/articles/2024-02-12/fed-officials-eye-broadening-disinflation-as-new-rate-cut-test?Article from Bloomberg -https://www.bloomberg.com/news/articles/2024-02-12/commercial-property-loans-coming-due-in-us-jump-to-929-billion?Overweight the Magnificent Seven (BofA Fund Survey) -https://www.bloomberg.com/news/articles/2024-02-13/bofa-survey-shows-investors-are-all-in-on-us-tech-stock-rally?

Check out this week's Show Note before episode 238 goes live!Blog post from Rocky White from Schaeffer’s Investment Research -https://www.schaeffersresearch.com/content/analysis/2024/01/31/january-barometer-bulls-should-buckle-up-for-2024?Article by Christine Benz, “What’s Changing for Retirement in 2024? - https://www.morningstar.com/retirement/whats-changing-retirement-2024

Show Notes:Tweet from Bespoke -https://twitter.com/bespokeinvest/status/1750521267076137316?Tweets from Ryan Detrick -https://twitter.com/ryandetrick/status/1741200976495718747?https://twitter.com/ryandetrick/status/1744189996079227296?Financial Planning Topic of the Week -https://www.plancorp.com/blog/401k-maxed-out-next-steps

Show Notes: Tweet from Seth Golden -https://twitter.com/sethcl/status/1745427989242806376?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Franklin Templeton -https://twitter.com/FTI_US/status/1745229093082190295Tweet from Charlie Bilello -https://twitter.com/charliebilello/status/1749448179181814159?Checking in on Earnings Thus Far -https://twitter.com/FactSet/status/1749572171221844032Financial Planning Topic of the week -https://www.thomaskopelman.com/blog/options-for-how-to-manage-your-finances-as-a-married-couple

Show NotesExpectations for rates from Bespoke Investment Group -https://x.com/bespokeinvest/status/1747320771058225401?s=20"Rent and Gen Z-ers." by Ana Teresa Solá -https://www.cnbc.com/2024/01/15/how-gen-zers-can-build-credit-before-renting-their-own-place.html"Lets be honest about Social Security." by Brenton Smith -https://www.advisorperspectives.com/articles/2024/01/14/be-honest-about-social-security"Should I Do A Debt Consolidation Loan?" by Jeff Rose -https://www.goodfinancialcents.com/should-i-do-a-debt-consolidation-loan/

Episode #234 features Seth Golden, a hedge fund consultant and Chief Market Strategist at Finom Group. · Seth has worked for some of the largest retailers in North America, including Target and Bed Bath & Beyond. · Seth has been an independent trader and economist since 2000. · In 2012, Seth grew his basis of knowledge with careful studies and participation in the VIX complex. · He is most widely known for coining the thesis “Desensitization of volatility.” · Seth has written and published over 500 articles since 2012. We encourage listeners to check him out! Twitter: @SethCL

Tweet from Arun Chopra -https://twitter.com/FusionptCapital/status/1740105871370432619?Blog post from Joe Wiggins: “How will equity markets perform in 2024?” - https://behaviouralinvestment.com/2023/12/12/how-will-equity-markets-perform-in-2024/?Tweet from Jeff Hirsch - https://twitter.com/almanactrader/status/1737884399398539461?How To Manage Your Money After You Retire – https://smartasset.com/retirement/where-to-put-retirement-money-after-retirement

Show Notes:Tweet from Ryan Detrick on and snippet from the chart report newsletter -https://twitter.com/RyanDetrick/status/1737330878525723073?Blog post from JC Parets “Perfectly Normal Market Behavior” -https://allstarcharts.com/perfectly-normal-market-behavior/?

Show Notes:Tweet from Joey Politano -https://twitter.com/JosephPolitano/status/1734570072176251320Article by Amy Arnott, CFA “Should you T-Bill and Chill?” - https://www.morningstar.com/portfolios/should-you-t-bill-chillResearch from Charlie Bilello -https://twitter.com/charliebilello/status/1735785477586723024Tweet from Jonathan Ferro on Fed Speak Confusion -https://twitter.com/FerroTV/status/1735658977176797682Bullish on Bonds Tweet from Gunjan Banerji -https://twitter.com/GunjanJS/status/1737116673344405692Article by Matt Baisden “11 different types of retirement plans” - https://www.plancorp.com/blog/retirement-plan-types?

Show NotesBlog Post from our friend Ryan Detrick -https://www.carsongroup.com/insights/blog/some-more-good-news-for-bulls/?Article by Matt Baisden titled “11 different types of retirement plans” - https://www.plancorp.com/blog/retirement-plan-types ?

Show Notes:Tweet from Seth Golden -https://twitter.com/sethcl/status/1729495518085013869?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Sam Ro –https://twitter.com/SamRo/status/1729151079793692842Tweet from Callie Cox -https://twitter.com/callieabost/status/1729136015330414805Blog from Ben Carlson titled “How the Market Shapes your Portfolio” - https://awealthofcommonsense.com/2023/11/how-your-market-shapes-your-portfolio/

Show Notes:Tweet from Nancy Pelosi Stock Tracker -https://twitter.com/pelositracker_/status/1725326755194384613?NVDA Earnings Report – Tweet from Brad Freeman - https://twitter.com/StockMarketNerd/status/1727079175209812089Morgan Housel referencing Peter Lazaroff -https://peterlazaroff.com/ep-125-why-recessions-are-so-hard-to-predict-with-morgan-housel?Tweet from Markets & Mayhem -https://twitter.com/Mayhem4Markets/status/1729287713688273310Research from Jurrien Timmer -https://twitter.com/TimmerFidelity/status/1729935098470944867Research from Charlie Bilello -https://twitter.com/charliebilello/status/1729591684848058568Tweet from Ben Carlson -https://twitter.com/awealthofcs/status/1725538079459488136?

Show Notes:Blog post from Ben Carlson “The crash callers won’t save you.”-https://awealthofcommonsense.com/2023/10/the-crash-callers-wont-save-you/Blog post from Michael Batnick “Get back to work.” - https://theirrelevantinvestor.com/2023/08/14/get-back-to-work/Tweet from Jason Goepfert US credit downgrades - https://twitter.com/jasongoepfert/status/1723099629565129137?Retirement Account Contribution Limits for 2024 -https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000

Show Notes:Blog post from Joe Fahmy “Four Reasons for a year-end rally” -https://joefahmy.com/2023/11/05/four-reasons-for-a-year-end-rallyTweet from Ryan Detrick -https://twitter.com/ryandetrick/status/1720565217845809388?Tweet from Mike Zaccardi, CFA, CMT - https://twitter.com/mikezaccardi/status/1720416495539204551?

Show Notes:Discussion on Treasury Refunding & the Bond Market -https://home.treasury.gov/.../financi.../quarterly-refundinghttps://home.treasury.gov/news/press-releases/jy1864https://www.youtube.com/watch?v=9oGcTTYznaw

Show Notes:Tweet from Money Visuals, Ashby Daniels -https://twitter.com/mvmoneyvisuals/status/1714978955449798727?s=12&t=Godkt5FzuqWcmpmvo2G5JgYTD Performance Across the S&P Research by Charlie Bilello -https://twitter.com/charliebilello/status/1715373008263557378Economists Increase US Growth Projectionshttps://www.bloomberg.com/news/articles/2023-10-20/economists-boost-us-growth-projections-reduce-recession-odds?Median net worth during the pandemic article in Bloomberg -https://www.bloomberg.com/news/articles/2023-10-18/americans-net-worth-surged-by-most-in-decades-during-pandemic?“The Big Mistakes People Make in Medicare and How to Avoid Them” by Anna Wilde Matthews - https://www.wsj.com/health/healthcare/medicare-advantage-enrollment-risks-923e7952

Show Notes:Blog post from Adam Turnquist -https://lplresearch.com/2023/10/13/bull-market-check-up/Tweet from Dan Russo -https://twitter.com/danrusso_cmt/status/1710618834837684289?

Show Notes:Tweet from Mike Zaccardi -https://x.com/mikezaccardi/status/1711103046904664518Tweet from Willie Delwiche, CMT, CFA - https://twitter.com/WillieDelwiche/status/1710034393778020430Tweet from Scott Brown, CMT -https://twitter.com/scottcharts/status/1709193397053927885Tweet from Barchart -https://twitter.com/Barchart/status/1709290997614616946

Show Notes:Tweet from J.C. Parets from All Star Charts -https://twitter.com/allstarcharts/status/1709192984128884976Tweet from Investment Wisdom -https://twitter.com/InvestingCanons/status/1708875089767198815

Show Notes:Blog post by Ryan Detrick “10 things to know about a government shutdown” -https://www.carsongroup.com/insights/blog/ten-things-to-know-about-a-government-shutdown/Tweet from Caleb Franzen -https://twitter.com/CalebFranzen/status/1706750189510230271Tweet from Callie Cox -https://twitter.com/callieabost/status/1704905602047336855Tweet from Lisa Abramowicz -https://twitter.com/lisaabramowicz1/status/1707129713452277778Tweet from Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/1707132840788251128Tweet from Jurrien Timmer -https://twitter.com/TimmerFidelity/status/1706786492797055305Article by Nick Maggiulli “How to Save for a House -https://ofdollarsanddata.com/how-to-save-for-a-house/

Show Notes:Article by Adam Turnquist, "Breaking Down the Breakdown in Oil"-https://lplresearch.com/2023/09/08/breaking-down-the-breakout-in-oil/Chart on the Vix from Topdown Charts -https://www.chartstorm.info/p/chart-of-the-day-vix-seasonalityTwitter post from Bloomberg Markets -https://twitter.com/markets/status/1703486921387708511CME FedWatch Tool -https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html?Bloomberg Article, “Wall Street Comes to Grips with How Wrong It’s Been in 2023” -https://www.bloomberg.com/news/articles/2023-09-17/wall-street-is-coming-to-grips-with-how-wrong-it-s-been-in-2023?Article from Nick Maggiulli, “How to Save for a House" - https://ofdollarsanddata.com/how-to-save-for-a-house/

Show Notes:Federal Reserve launches FedNow payment system -https://peterlazaroff.com/ep-115-debunking-myths-about-fednow Blog post from Peter Lazaroff from PlanCorpBlog post from JC Parets “Stocks Are Stuck. Deal With It” -https://allstarcharts.com/stocks-are-stuck-deal-with-it/Tweet from Jason Goepfert -https://twitter.com/jasongoepfert/status/1693705091482562919“Why financially successful retirees have a harder time getting a mortgage" - https://www.nytimes.com/2023/04/08/health/mortgage-loan-credit-score-financials.html

Tweet from Ed Clissold -https://twitter.com/edclissold/status/1697638015361777821Tweet from Ryan Detrick -https://twitter.com/ryandetrick/status/1697448481852445076?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Alfonso Depablos -https://twitter.com/AlfCharts/status/1696124970156327244Blog post from Ben Carlson “You Probably Need Less Money Than You Think For Retirement” - https://awealthofcommonsense.com/2023/08/you-probably-need-less-money-than-you-think-for-retirement/

Social Media:Facebook: @JessupWealthManagementLinkedIn: @JessupWealthManagementTwitter: @jessupwealthInstagram: @jessupwealth

Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealth

Show Notes:Blog post from Ben Carlson -https://awealthofcommonsense.com/2023/08/even-when-the-stock-market-goes-up-it-still-goes-down/Tweet by Carl Quintanilla -https://twitter.com/carlquintanilla/status/1689973876610961409Tweet by Seth Goldenhttps://x.com/sethcl/status/1691411067388227584?

Show NotesTweet from Willi Delwiche, CMT, CFA -https://twitter.com/WillieDelwiche/status/1687071058837307392Tweet from Unusual Whales -https://twitter.com/unusual_whales/status/1686783179485491200?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from JC Parets - https://twitter.com/allstarcharts/status/1686057824508428296?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from SethCL -https://twitter.com/SethCL/status/1686704316881481728

Show Notes:https://www.fa-mag.com/news/secure-2-0-mandatory-roth-catch-up-requirement--raises-questions-74092.html

Show Notes:Blog post by Ben Carlson, A Textbook Non-Recessionary Bear Market -https://awealthofcommonsense.com/2023/07/a-textbook-non-recessionary-bear-market/

Show Notes:Tweet from Callie Cox - https://twitter.com/callieabost/status/1667187571925872646?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Michael Kahn, CMT - https://twitter.com/mnkahn/status/1667159456206016513 31 lessons learned about money. Just want to name a few - https://ryanholiday.net/31-lessons-ive-learned-about-money/?

Show Notes:Tweets by Unusual Whales, congress members trading individual stocks -https://twitter.com/unusual_whales/status/1676270488656691200?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Todd Sohn of Strategas -https://twitter.com/Todd_Sohn/status/1674427539492839426Tweet from AllStar Charts -https://twitter.com/allstarcharts/status/1678729375531802626Blog post from Rubin Miller titled “How Returns Happen” - https://www.fortunesandfrictions.com/post/how-returns-happen?

Show Notes: Blog from Morgan Housel “Why you believe the things you do” -https://collabfund.com/blog/why-you-believe-the-things-you-do/Blog from Josh Brown “Today’s Market Pivots from a Funeral to a Party as fast as a VFW hall - https://thereformedbroker.com/2023/06/17/todays-market-pivots-from-a-funeral-to-a-party-as-fast-as-a-vfw-hall/Tweet from Steg Scheplick - https://twitter.com/scheplick/status/1673742205624762384?

Show Notes:Tweet from Bespoke -https://twitter.com/bespokeinvest/status/1672326332074557442Tweet from Charlie Bilello -https://twitter.com/charliebilello/status/1669726606594654215

Show Notes:Tweet from Charlie Bilello - https://twitter.com/charliebilello/status/1669326669058830342 Article off Briefing.com -https://www.briefing.com/in-depth-analysis/page-one/2023/6/16/indices-supported-by-a-flat-squeezeTweet from Game of Trades -https://twitter.com/GameofTrades_/status/1671540980783394819Tweet from Chamath Palihapitiya -https://twitter.com/TimmerFidelity/status/1671515342781153281

Show Notes:Blog post from Callie Cox, “Bad Breadth” -https://www.etoro.com/en-us/news-and-analysis/etoro-updates/bad-breadth/Blog post by Michael Batnick, “Why Should I Hold Stocks?” - https://theirrelevantinvestor.com/2023/06/02/why-should-i-hold-stocks/

Ryan Detrick Social Media: LinkedIn: @Ryan Detrick, CMT.Twitter: @RyanDetrickPodcast: Facts vs. FeelingsJessup Wealth Management Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page