The Independent Advisors
306 episodes — Page 4 of 7
The Independent Advisors Episode 203: "Raise the Roof" or Something Like That
Show Notes!Blog post from Ben Carlson - https://awealthofcommonsense.com/2023/05/whats-the-best-long-term-investment/Blog Post from Nick Maggiulli - https://ofdollarsanddata.com/what-happens-if-the-us-defaults-on-its-debt/Tweet from Walter Deemer - https://twitter.com/WalterDeemer/status/1658462434095448065
The Independent Advisors Episode 202: Stealthy Strong
Show Notes: Policy and Tax Changes Impacting HNW Clients in 2023 by Wola Odeniran -https://www.advisorperspectives.com/articles/2023/05/19/tax-changes-impacting-clients-2023Advisor Perspectives Article by Jennifer Nash of VettaFi-https://www.advisorperspectives.com/commentaries/2023/05/23/most-recent-housing-market-trends-economy-matters
The Independent Advisors Episode 201: From False Moves to Fast Moves
Show Notes:Tweet from Liz Young -https://twitter.com/LizYoungStrat/status/1656632831831883778Tweet from Jon Roque -https://twitter.com/daChartLife/status/1653919808415465473BofA Fund Manager Survey -https://twitter.com/FerroTV/status/1658401529131401221Tweet from Brian Lund -https://twitter.com/bclund/status/1658889537043726336Tweet from FactSet -https://twitter.com/FactSet/status/1658231052580651016Article from Plan Corp -https://www.plancorp.com/blog/build-generational-wealth?
The Independent Advisors Episode 200: Playing Offense
Show Notes:Article from Jefferies -https://www.jefferies.com/Letters/ltr/1647/04032023?Article from Bloomberg - https://www.bloomberg.com/opinion/articles/2023-04-27/personal-finance-stocks-beat-cash-even-if-you-could-time-a-recession?LinkedIn post from Sebastien Paige -https://www.linkedin.com/posts/sebastien-page_tech-stocks-economy-activity-7058912657679994880-LIfd/?Tweet by WallStJesus -https://twitter.com/WallStJesus/status/1655322330724286464
The Independent Advisors Episode 199: All Things Medicare with Special Guest, Chad Hooper.
Show Notes:https://www.humana.com/medicare/medicare-resources/irmaaChad Hooper Founder of [email protected]
The Independent Advisors Episode 198: Leverage
Show Note:Articles from Bloomberg -https://www.bloomberg.com/news/articles/2023-04-25/first-republic-shares-drop-after-analyst-call-without-questions?srnd=premium&sref=KaV2wJ0vhttps://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium&sref=KaV2wJ0vTweet from Markets & Mayhem -https://twitter.com/Mayhem4Markets/status/1650670209114537984Tweet from Jurrien Timmer -https://twitter.com/TimmerFidelity/status/1648421138677071872Tweet from Matthew Miskin -https://twitter.com/matthew_miskin/status/1651206698902884352
The Independent Advisors Episode 197: Tug of War
Show Notes:Tweet from Joseph Fahmy -https://twitter.com/jfahmy/status/1646151812985110532?s=12&t=Godkt5FzuqWcmpmvo2G5Jg“Apple Card’s New High-Yield Savings Acct, Offering a 4.15% APY” - https://www.apple.com/newsroom/2023/04/apple-cards-new-high-yield-savings-account-is-now-available-offering-a-4-point-15-percent-apy/Article by Suzanne Woolley on Money Market Funds - https://www.bloomberg.com/news/articles/2023-04-06/what-are-money-market-funds-four-things-to-know-about-the-popular-investment?Article on Bloomberg -https://www.bloomberg.com/news/articles/2023-04-18/investors-turn-most-underweight-stocks-versus-bonds-since-2009
The Independent Advisors Episode 196: Health is Wealth
Show Notes: Tweet by Ryan Detrick -https://twitter.com/RyanDetrick/status/1641994956804874241Article by Harry Sit “No FDIC Insurance -Why a brokerage account is safe”- https://thefinancebuff.com/brokerage-account-safe-no-fdic.htmlTweet by George Maroudas -https://twitter.com/chicagoadvisor/status/1630299312373526529?Tweet by Mike Zaccardi -https://twitter.com/MikeZaccardi/status/1643626853565972480
The Independent Advisors Episode 195: The Bears Are Trapped
Show Notes:Tweet from Car Dealership Guy -https://twitter.com/guydealership/status/1640688058692427782?s=12&t=Godkt5FzuqWcmpmvo2G5JgBlog Post from Ben Carlson on 3.28.23 - https://awealthofcommonsense.com/2023/03/why-the-stock-market-makes-you-feel-bad-all-the-time/ Blog post from Christine Benz on 3.22.23 titled “Luxury Goods Don’t have to be Brand Names - https://www.morningstar.com/articles/1145326/real-luxury-goods-dont-have-brand-names
The Independent Advisors Episode 194: Risk and Volatility are 2 Different Things.
Tweet from Money Visuals, an account run by our friend, Ashby Daniels - https://twitter.com/mvmoneyvisuals/status/1638870337050877952?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Blog Post from Michael Batnick - https://theirrelevantinvestor.com/2023/03/27/hike-pause-cut/ Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1640705370103398402 Bloomberg Article -https://www.bloomberg.com/opinion/articles/2023-03-17/first-republic-svb-credit-suisse-crisis-signals-growing-recession-odds?srnd=premium&sref=KaV2wJ0vhttps://www.forbes.com/advisor/investing/best-investment-accounts-for-kids/
The Independent Advisors Episode 193: You can't always "Bank" on that.
Show NotesTweet from Freezing Cold Finance Takes -https://twitter.com/FreezingFi.../status/1635263124583632897Tweet from Peter Mallouk -https://twitter.com/PeterMallouk/status/1634303552943190017Tweet from Seth Golden -https://twitter.com/SethCL/status/1633447729786388481Article from Laura Davison on FA-Mag.com -https://www.fa-mag.com/.../capital-gains-tax-nears-45--in...
The Independent Advisors Episode 192: Confidence and Stability
Tweet from Jim Bianco -https://twitter.com/biancoresearch/status/1634885127179325440?s=51&t=Godkt5FzuqWcmpmvo2G5JgTweet from Ophir Gottlieb -https://twitter.com/ophirgottlieb/status/1634935171714781184?Tweet by Peter Mallouk -https://twitter.com/PeterMallouk/status/1633871517409738755
The Independent Advisors Episode 191: The Noise is Deafening
Show Notes:https://twitter.com/charliebilello/status/1633328886304985094https://twitter.com/AyeshaTariq/status/1633535769347227649https://twitter.com/lisaabramowicz1/status/1633488446785220613https://awealthofcommonsense.com/2023/02/will-high-risk-free-raters-derail-the-stock-market/
The Independent Advisors Episode 190: February Hangover
Show Notes:Tweet from Mark Ungewitter -https://twitter.com/mark_ungewitter/status/…Article from JC Parets -https://allstarcharts.com/hows-your-hangover/
The Independent Advisors Episode 189: Into the Unknown
Show Notes:Article written by Ben Henry-Moreland – Kitces.com -https://www.kitces.com/blog/hsa-tax-benefits-withdrawal-qualified-medical-expenses-irs-records/Blog by Ben Carlson of A Wealth of Commonsense - https://awealthofcommonsense.com/2023/02/an-ongoing-stimulus-in-the-economy-for-years-to-come/Tweet from Bespoke -https://twitter.com/bespokeinvest/status/1628397143592521729Tweet from Bespoke -https://twitter.com/bespokeinvest/status/1628075595362971670Research from Compound Research -https://twitter.com/charliebilello/status/1628397951293726720Tweet from Markets & Mayhem -https://twitter.com/Mayhem4Markets/status/1628464388305715201Tweet from Liz Young, Head of Investment Strategy at SoFi -https://twitter.com/LizYoungStrat/status/1628404714260799489
The Independent Advisors Episode 188: Back with a Vengeance
Social Media:Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter: @Jessupwealth
The Independent Advisors Episode 187: Very Welcomed
Show Notes:Blog post from JC Parets -https://allstarcharts.com/nasdaq-up-3-weeks-in-a-row/Tweet by Danny Kirsch -https://twitter.com/danny_kirsch/status/1617556688588132354Tweet by Matt Cerminaro -https://twitter.com/mattcerminaro/status/1616567266623070209
The Independent Advisors Episode 186: January Trifecta
Show Notes:January Trifecta Indicator -https://jeffhirsch.tumblr.com/post/706735383842570240/after-bear-market-january-indicator-trifectaTweet from CarDealershipGuy - https://twitter.com/guydealership/status/1612076797037797377?Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1576579328912986113Research from Charlie Bilello & Compound Research -https://twitter.com/charliebilello/status/1618321683320041472/photo/1Tweet from Ayesha Tariq, CFA Market Researcher -https://twitter.com/AyeshaTariq/status/1616821922767032321Tweet from Christophe Barraud -https://twitter.com/C_Barraud/status/1614646310610604033Tweet on 1/25/23 from Liz Ann Sonders, Chief Investment Strategist at Charles Schwab -https://twitter.com/LizAnnSonders/status/1618226659131285508Article from Kidness Financial Planning -https://kindnessfp.com/talk-to-adult-kids-about-money-and-inheritances/
The Independent Advisors Episode 185: Not all landings are soft.
Show Notes:Blog Post from JC Parets -https://allstarcharts.com/santa-showed-up-so-now-what/Blog Post from Ben Carlson - https://awealthofcommonsense.com/2022/12/what-happens-if-housing-prices-fall-20/Quote from Bloomberg -https://www.bloomberg.com/news/articles/2023-01-17/asia-stocks-set-for-muted-open-before-boj-meeting-markets-wrap?Tweet on S&P 500 Technicals -https://twitter.com/DRobushi/status/1615833467358703616Tweet from Mike Zaccardi, CFA -https://twitter.com/MikeZaccardi/status/1615821467974881281
The Independent Advisors Podcast Episode 184: The Secure Act 2.0
*Jessup Wealth Management does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is not meant to provide, and should not be used for, tax, legal, or accounting advice. You should consult your tax, legal, and accounting advisors before engaging in any transaction.Matthew C. JessupChief Executive Officer Chief Compliance OfficerManaging Partner Address: 35 Park Ave Dayton, OH 45419Phone: 937-938-9105Cell: 937-654-7756Fax: 937-938-9170Email: [email protected]
The Independent Advisors Episode 183: Patience and Perspective
Show Notes:Article from Rubin Miller titled “My 2023 Predictions” - https://www.fortunesandfrictions.com/post/my-2023-predictions ?Tweet from Cameron Dawson - https://twitter.com/CameronDawson/status/1608470272612651008Tweet from Day Hagan Asset Management -https://twitter.com/DayHagan_Invest/status/1605662291583799297
The Independent Advisors Episode 182: Feels Like Coal...
Show Notes:Tweet from Max Pashman, CFP -https://twitter.com/maxpashman/status/1606410087106752512Article written by Allan Roth on AARP -https://www.aarp.org/money/investing/info-2022/time-sensitive-financial-decisions-after-death-of-spouse.html
The Independent Advisors Episode 181: Survival Breeds Longevity
Show Notes:Blog Post from Ben Carlson titled “How Often is the Market Down in Consecutive Years?” https://awealthofcommonsense.com/2022/12/how-often-is-the-market-down-in-consecutive-years/Tweet thread from CarDealershipGuy on 12.16.22 - https://twitter.com/guydealership/status/1603794722140688384?s=43&t=Xg1ZIgl4U0WZMCCIgkzJQQ
The Independent Advisors Episode 180: Opinions Everywhere
Show Notes:Article from Ryan Detrick “When does the Santa Claus Rally start?” -https://www.carsongroup.com/insights/blog/when-does-the-santa-claus-rally-start/Blog Post from Nick Maggiulli “How The 60/40 Portfolio Makes a Comback” -https://ofdollarsanddata.com/how-the-60-40-portfolio-makes-a-comeback/Should include disclosure:Government bonds are guaranteed only as to timely payment of principal and interest, and, if held to maturity, they offer a fixed rate of return and fixed principal value. Government bonds do not eliminate market risk. The purchase of bonds is subject to availability and market conditions. There is an inverse relationship between the price of bonds and the yield: when price goes up, yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity. Some bonds have call features that may affect income.Jessup Wealth Management does not offer tax advice. You should consult a tax professional regarding your individual situation.
The Independent Advisors Episode 179: Invest Like A Pigeon
Show Notes:Article written by Rubin Miller “Invest Like a Pigeon” -https://www.fortunesandfrictions.com/post/invest-like-a-pigeonArticle from Meb Faber “Sidewalk Money” -https://mebfaber.com/2020/11/17/sidewalk-money/Article from Ryan Detrick Titled “ Five Good Signs for The Bulls In 2023” - https://www.carsongroup.com/insights/blog/five-good-signs-for-the-bulls-in-2023/
The Independent Advisors Episode 178: The Stock Market Is Not The Economy
Show Notes:Tweet from Nick Reece -https://twitter.com/nicholastreece/status/1564961807793618946Tweet from @CramerTracker - https://twitter.com/CramerTracker/status/1591117717687635968Article by Peter Rudegair “Day Traders Go Back To Their Day Jobs -https://www.wsj.com/articles/day-traders-go-back-to-their-day-jobs-as-stock-market-swoons-11666148094Blog post by Ben Carlson -https://awealthofcommonsense.com/2022/11/the-sp-500-is-not-the-economy/Blog post on Housing Prices by Bill McBride -https://calculatedrisk.substack.com/p/case-shiller-fhfa-house-prices-indexes
The Independent Advisors Episode 177: Spiking The Football
Tweet by Tom McClellan -https://twitter.com/McClellanOsc/status/1588937209297928192Article from the WSJ -https://www.wsj.com/articles/government-officials-invest-in-companies-their-agencies-oversee-11665489653Social Media:Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter: @Jessupwealth
The Independent Advisors Episode 176: Trading Stories with Guest, AJ Conway!
AJ is the Head of European Fixed Income Trading at WH Trading LLC. He shares his trading stories and what he’s learned within his 6 years in the financial industry. Former UD Fyler comes to us live from across the pond!Options are not suitable for all investors. Typically, commissions are charged for options transactions. Transaction costs may be significant in multi-leg option strategies, including collars, as they involve multiple commission charges. Please contact your financial advisor for a copy of the Options Disclosure Document (ODD).Bonds are subject to availability and market conditions; some have call features that may affect income. Bond prices and yields are inversely related: when the price goes up, the yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity.This recording is intended strictly for educational purposes and is not a recommendation for or against cryptocurrency.
The Independent Advisors Episode 175: Today is already priced in.
Show Notes:Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1584174378518212608Blog Post from Michael Batnick -https://theirrelevantinvestor.com/2022/10/25/stocks-bottom-first/Tweet from WSBChairman -https://twitter.com/WSBChairman/status/1581002420381179904Tweet by Game of Trades -https://twitter.com/GameofTrades_/status/1589316685378379778Tweet by ZeroHedge -https://twitter.com/zerohedge/status/1588150555548868610
The Independent Advisors Episode 174: The spring is loaded.
Show Notes:Article from Financial Advisors Magazine's, Alexis Leondis -https://www.fa-mag.com/news/delaying-your-social-security-has-rarely-been-this-profitable-70234.html?section=40Tweet by Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/1585961494713438208Article From VettaFI/Advisor Perspective's Javier Simon -https://www.advisorperspectives.com/articles/2022/09/28/529-plan-contribution-limits-for-2022?topic=529-college-planning&utm_source http://fa-mag.com/The fees, expenses, and features of 529 plans can vary from state to state. 529 plans involve investment risk, including the possible loss of funds. There is no guarantee that an education-funding goal will be met. In order to be federally tax-free, earnings must be used to pay for qualified education expenses. The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient’s marginal rate and subject to a 10 percent penalty. By investing in a plan outside your state of residence, you may lose any state tax benefits. 529 plans are subject to enrollment, maintenance, and administration/management fees and expenses
The Independent Advisors Episode 173: Time is money.
Show Notes:Article from Jenny Surance and Katherine Doherty -https://www.fa-mag.com/news/recession-warnings-are-hard-to-find-in-bofa-earnings-70182.html?section=3Article by Andy Friedman -https://www.fa-mag.com/news/andy-friedman-says-secure-2-0-should-pass-after-midterms-70158.html?section=3Article by Retire Before Dad -https://www.retirebeforedad.com/time-and-money/Article in Bloomberg -https://www.bloomberg.com/news/articles/2022-10-23/after-13-trillion-stock-crash-traders-are-ready-to-fight-back http://mag.com/Social Media:Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter: @Jessupwealth
The Independent Advisors Episode 172: Allow compounding to be the wind at your back.
Show Notes:Avoid the Midterm Election Trap -https://www.advisorperspectives.com/articles/2022/10/17/avoid-the-midterm-election-trap?Blog post on A Wealth of Common Sense -https://awealthofcommonsense.com/2022/10/bear-market-opportunities-for-every-generation-of-investors/Tweet from PriapusIQ -https://twitter.com/PriapusIQ/status/1582383528779845632Tweet from Patrick Saner -https://twitter.com/patrick_saner/status/1582247050498146304Article from Zero Hedge -https://www.zerohedge.com/markets/goldman-jumps-traders-spark-q3-revenue-beat-total-earnings-plunge-45-investent-bank-slumpTweet from Michael Gayed, CFA -https://twitter.com/leadlagreport/status/1581809954259730432 http://perspective.com/Social Media:Facebook/LinkedIn- @JessupwealthmanagementInstagram/Twitter- @Jessupwealth
The Independent Advisors Episode 171: Severe Market Dislocations
Show Notes:Blog post by ZeroHedge -https://www.zerohedge.com/markets/payrolls-turn-negative-next-quarter-and-stay-there-all-2023-bofaTweet from J.C. Parets -https://twitter.com/allstarcharts/status/1579436528069406721Tweet from Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/1579434172560838658Tweet from Markets & Mayhem -https://twitter.com/Mayhem4Markets/status/1579416490432147456
The Independent Advisors Episode 170: Optimism + Certainty = Rip to the Upside
Show NotesCheck out this week's Show Notes before episode 170 goes live this afternoon! Tweet by Cullen Roche -https://twitter.com/cullenr.../status/1574829904272596992...Tweet by Charlie Bilello -https://twitter.com/charlie.../status/1574587741605593089...Post by Wall Street Jesus -https://twitter.com/wallstj.../status/1575119268605296640... Tweet from Lisa Abramowicz -https://twitter.com/lisaabramo.../status/1577273943228284928Tweet from Ayesha Tariq -https://twitter.com/ayeshatariq/status/1577196070496620545Tweet from Gunjan Banerji, WSJ -https://twitter.com/GunjanJS/status/1577787725377376256
The Independent Advisors Episode 169: Wild is an understatement.
Show Notes:Comments on Currency Markets -https://www.reuters.com/markets/asia/whipsawed-forex-traders-say-currency-moves-remarkable-resemble-casino-2022-09-27/Tweet from Sentiment Trader - https://twitter.com/sentimentrader/status/1572914151915393026Tweet from Callie Cox - https://twitter.com/callieabost/status/1567253842995154945
The Independent Advisors Episode 168: Sick of Comparisons
Show Notes:Blog Post from Ryan Detrick -https://www.carsongroup.com/insights/blog/the-midterm-election-is-two-months-away-what-investors-need-to-know/Blog Post by Ben Carlson - https://awealthofcommonsense.com/2022/08/bens-4-common-sense-rules-of-investing/Twitter post by Danielle DiMartino -https://twitter.com/chigrl/status/1570493792029114369?s=11&t=eqysuned5S6JawIxc6HsIQTwitter post by Rennie Yang -https://twitter.com/markettells/status/1570072211880554498?s=11&t=NVK1lwLsUYTvXGZ5-skeKQArticle from Mary Beth Franklin -https://www.investmentnews.com/two-ways-to-reverse-a-social-security-claiming-decision-225058
The Independent Advisors Episode 167: It’s ok to be bearish but it’s not ok to stay bearish.
Blog post from Ben Carlson -https://awealthofcommonsense.com/2022/09/the-difference-between-being-bearish-being-realistic/Blog Post from Sam Ro -https://www.tker.co/p/unsettling-market-economic-headlines-miss-point?Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1560696283735773184Different Types of Trusts -https://smartasset.com/estate-planning/types-of-trusts
The Independent Advisors Episode 166: The Goal Post Keeps Moving
Show Notes:Tweet by Markets & Mayhem -https://twitter.com/Mayhem4Markets/status/1564407490837680129/photo/1Blog Post from Ben Carlson -https://awealthofcommonsense.com/2022/08/some-things-i-like-and-dont-like-about-student-loan-forgiveness/Blog post from Nick Maggiulli -https://ofdollarsanddata.com/who-holds-the-student-loan-debt/
The Independent Advisors Episode 165: Is the Inflation Fever Finally Breaking?
Show Notes:Tweet from Willie Delwiche -https://twitter.com/WillieDelwiche/status/1562487853229416450Tweet from Nate Geraci -https://twitter.com/NateGeraci/status/1561757579780542465Blog article by Ben Carlson -https://awealthofcommonsense.com/2022/08/two-predictions/Tweet from David Keller -https://twitter.com/DKellerCMT/status/1564624742413438982/photo/1Tweet Thread from Jim Bianco at Bianco Research -https://twitter.com/biancoresearch/status/1564697580600233991Research Notes from Briefing.com -https://www.briefing.com/the-big-picture
The Independent Advisors Episode 164: Cut Spending, Not Contributions
Show Notes1. Article from Financial Advisor by Alex Padalka -https://www.financialadvisoriq.com/c/3708804/475654/most_cutting_spending_retirement_contributions2. Blog Post by JC Parets -https://allstarcharts.com/year-3-of-a-bull-market/Social Media: Facebook/LinkedIn: @JessupwealthmanagementTwitter/Instagram: @Jessupwealth
The Independent Advisors Episode 163: Taunting the Bull
Show Notes:Tweet from Steven Strazza -https://twitter.com/sstrazza/status/1556644488105402369Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1556826759609438209Article from the WSJ -https://www.wsj.com/.../social-security-benefits-are...?
The Independent Advisors Episode 162: Downtrend in Inflation: Uptrend in Stocks
Article from ThinkAdvisor by Melanie Waddell -https://www.thinkadvisor.com/2022/06/17/new-bill-would-allow-rollovers-from-529-plans-to-roth-iras/Article written by Rocky White -https://www.schaeffersresearch.com/content/analysis/2022/06/08/should-you-buy-a-stock-after-a-splitBloomberg Article -https://www.bloomberg.com/news/articles/2022-08-10/stock-rally-everyone-mocked-pulls-up-on-landmark-chart-beachhead?sref=KaV2wJ0vTweet from Jurrien Timmer-https://twitter.com/TimmerFidelity/status/1557181185377374210
The Independent Advisors Episode 161: Is "recession" the right word?
1. Blog post from Ben Carlson -https://awealthofcommonsense.com/2022/07/investing-in-home-renovations-vs-investing-in-stocks/2. Tweet from Callie Cox -https://twitter.com/callieabost/status/1552758197852708866
The Independent Advisors Episode 160: 20 Questions with Mark McEvily
Social Media:Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter: @Jessupwealth
The Independent Advisors Episode 159: Sniffing Out Recovery
Show Notes1. Update on Existing Home Sales from Bloomberg -https://www.bloomberg.com/news/articles/2022-07-20/us-existing-home-sales-drop-a-fifth-month-to-a-two-year-low?srnd=premium&sref=KaV2wJ0v2. Tweet from Jay Kaeppel - https://twitter.com/jaykaeppel/status/15468289504202178563. Blog Post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/689065982486085632/get-ready-for-the-quadrennial-rally
The Independent Advisors Episode 158: The Awkward Phase of the Market
Show Notes1. Chart on US bond curve inversion -https://www.bloomberg.com/news/articles/2022-07-12/treasury-curve-inversion-deepens-to-level-last-seen-in-2007?sref=KaV2wJ0v2. Tweet by Carl Quintranilla -https://twitter.com/carlquintanilla/status/15425505021557145623. Blog Post from Ben Carlson -https://awealthofcommonsense.com/2022/06/how-long-does-it-take-for-stocks-to-bottom-in-a-bear-market/4. Tweet by Bloomberg’s Lisa Abramowicz -https://twitter.com/lisaabramowicz1/status/15467767447991336965. Tweet by Jurrien Timmer -https://twitter.com/TimmerFidelity/status/1546923598027362304
The Independent Advisors Episode 157: Grin and "Bear" It
Show NotesTweet from Callie Cox -https://twitter.com/callieabost/status/1542509125178761216?s=11&t=Fk1x6hVaUG2VecRfSaJAEQTweet by Money Visuals - https://twitter.com/mvmoneyvisuals/status/1542493659853209600?s=11&t=Fk1x6hVaUG2VecRfSaJAEQTweet by Michael Gayed -https://twitter.com/leadlagreport/status/1543738320089501697?s=11&t=jG-2GYz4mIWvLBzWDK1eMQTweet by Julian Kilymochko -https://twitter.com/julianklymochko/status/1543247571769954304?s=11&t=dWeGQ7qvEFVisGfqUADAAwSocial media:Facebook and LinkedIn @JessupWealthManagementTwitter and Instagram @JessupWealth
The Independent Advisors Episode 156: How to prepare for a child's or grandchild's college experience and expenses.
Social Media:Facebook/LinkedIn: @JessupWealthManagementInstagram/Twitter: @JessupWealth
The Independent Advisors Episode 155: Bad News is Good News
Shownotes:Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1537552028674801665Tweet from Jeff Weniger - https://twitter.com/JeffWeniger/status/1536477021840236547Tweet by Jeff Weniger - https://twitter.com/JeffWeniger/status/1537046366685478912Tweet by WallStJesus - https://twitter.com/wallstjesus/status/1538333027490836480?s=11&t=UHGbVyuwxvkyAhWoCEnbQQTweet by Ryan Detrick - https://twitter.com/ryandetrick/status/1537139588577255425?s=11&t=8W-7RVaCvkJy9koRyCU4jwTweet by Steve Liesman - https://twitter.com/steveliesman/status/1536833321480728577?s=11&t=5Vs9lr2byzewVi7_PrdeMA
The Independent Advisors Episode 154: Roll with the Punches
Show Notes1. Blog post from Jeff Hirsch -https://jeffhirsch.tumblr.com/post/686348118572351488/remember-junes-midterm-weakness2. Tweet by Jeroen Blokland -https://twitter.com/jsblokland/status/15323706192993402883. Article in CNBC -https://www.cnbc.com/2022/06/08/mortgage-demand-falls-to-the-lowest-level-in-22-years.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail4. Tweet by John Authers -https://twitter.com/johnauthers/status/1535270669872668674?s=20&t=vPooiorhTeKR-js9LF5BFg5. Article in Investment News by Mary Beth Franklin -https://www.investmentnews.com/social-security-report-projects-trust-fund-exhaustion-in-2035-222279Social Media: Facebook/Linkedin: @JessupWealthManagementTwitter/Instagram: @JessupWealth