The Independent Advisors
306 episodes — Page 5 of 7
The Independent Advisors Episode 153: Leading Stories that Don't Make the Headlines.
Show Notes:1. Series of articles on changes to SEC regulations around trading -- https://www.wsj.com/articles/secs-trading-shake-up-expected-to-face-heavy-opposition-11654631947?mod=hp_lead_pos6- https://www.wsj.com/articles/wall-street-pushes-back-as-sec-targets-business-practice-that-generates-billions-11636376401?mod=article_inline- https://www.wsj.com/video/series/wsj-glossary/gamestop-saga-spurs-debate-over-payment-for-order-flow-practice/3B961B5F-8569-4EB5-B58B-1C1E9C3FF4E0?mod=article_inline2. Tweet by Ophir Gottlieb -https://twitter.com/OphirGottlieb/status/15324893074908979213. Blog Post from Ben Carlson -https://awealthofcommonsense.com/2022/05/why-does-the-stock-market-go-up-over-the-long-term/4. Tweet by Brandon Van Zee -https://twitter.com/BrandonVanZee/status/15171758299980185625. Tweet from Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/15345036050504089606. Tweet from Jonathan Ferro of Bloomberg -https://twitter.com/FerroTV/status/1534479032166776833Social Media:Facebook/LinkedIn: @JessupwealthmanagementTwitter/Instagram: @Jessupwealth
The Independent Advisors Episode 152: The Health of the Economy vs. Inflation
Show Notes1. Tweet from Ophir Gottlieb -[[link]] 2. Tweet from David Cox -https://twitter.com/DavidCoxWG/status/15266262088420638723. Article from Bespoke -https://www.bespokepremium.com/interactive/posts/think-big-blog/bond-market-massively-oversold4. Financial Planning Topic of the Week -https://www.kiplinger.com/retirement/604641/why-a-pension-lump-sum-option-is-better-than-an-annuity-paymentSocial Media:Facebook/LinkedIn: @JssupWealthManagementTwitter/Instagram: @JessupWealth
The Independent Advisors Episode 151: Capture the Upside
Show Notes:1. The WSJ, “SEC to Propose More Disclosure Requirements for ESG Funds” -https://www.wsj.com/articles/sec-to-propose-more-disclosure-requirements-for-esg-funds-11653498000?mod=markets_lead_pos22. Blog post from Ryan Detrick -https://lplresearch.com/2022/05/18/six-things-to-know-about-bear-markets/3. Blog post from Peter Lazaroff -https://www.plancorp.com/blog/bear-market4. Blog post by Ben Carlson -https://awealthofcommonsense.com/2022/05/things-you-see-in-every-bear-market/5. Tweet from Steven Strazza -https://twitter.com/sstrazza/status/1529199367835594757/photo/16. Article from Plancorp -https://www.plancorp.com/blog/the-untold-advantages-of-your-employee-stock-purchase-plan-esppSocial media: @JessupWealth on Twitter or Instagram and @Jessupwealthmanagement on Facebook or LinkedIn
The Independent Advisors Episode 150: In good times and bad, we are here, this is our purpose.
Show Notes:Check out this week's Show Notes before milestone episode #150 goes live tomorrow afternoon!1. Tweet by FactSet -https://twitter.com/FactSet/status/15259471315461816432. Tweet by Charlie Bilello -https://twitter.com/charliebilello/status/15225658097087119363. Tweet by Gordon Johnson - https://twitter.com/GordonJohnson19/status/1523347192840290309Social MediaFacebook and LinkedIn: @JessupwealthmanagementTwitter and Instagram: @JessupWealth
The Independent Advisors Episode 149: Beware of a Bear Market Rally
Show Notes1. Tweet by Ryan Detrick -https://twitter.com/ryandetrick/status/1522909174694301698?s=11&t=ELTnPQszXNXpoaZ1_Zo3SA2. Post by Charles Payne -https://twitter.com/cvpayne/status/1522925673739960329?s=11&t=ELTnPQszXNXpoaZ1_Zo3SA3. Article from ZeroHedge -https://www.zerohedge.com/markets/last-two-times-used-car-prices-fell-much-there-was-financial-crisis4. Tweet from ZeroHedge -https://twitter.com/zerohedge/status/1523420619563364352?s=11&t=8VXVBKAr8FssrjKx2GpEGwSocial Media:Facebook/LinkedIn: @JessupwealthmanagementTwitter/Instagram: @JessupWealth
The Independent Advisors Episode 148: Anchor to your Long-Term Vision
Show Notes:1. Tweet from Grant Hawkridge -[[link]] 2. Blog Post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/682638900488994816/welcome-to-the-weak-spot-of-the-4-year-cycle3. Article in the Wall St. Journal -https://www.wsj.com/articles/fidelity-to-allow-retirement-savers-to-put-bitcoin-in-401-k-accounts-116509456614. Bloomberg article -https://www.bloomberg.com/news/features/2022-04-25/china-s-covid-crisis-threatens-global-supply-chain-chaos-for-summer-2022?5. Twitter post by Jason, the founder of Sundial Capital Research -https://twitter.com/jasongoepfert/status/1520040516955643905?s=11&t=RZ7n_I3BR1RXHzTM0kcyow6. Twitter post by David Ingles -https://twitter.com/davidinglestv/status/1517334002473922562?s=11&t=nXBrcEcbVNu2HrtYQEtXegSocial Media:Facebook/LinkedIn: @JessupWealthManagementTwitter/Instagram: @JessupWealth
The Independent Advisors Episode 147: Pockets of Weakness in Economic Recovery
Show Notes:1. Article in the WSJ -https://www.wsj.com/articles/global-growth-outlook-ebbs-in-face-of-ukraine-war-china-slowdown-11650633870?mod=e2tw2. IMF Report -https://www.imf.org/en/Publications/WEO/Issues/2022/04/19/world-economic-outlook-april-20223. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/15164844248458854414. Blog post by Ben Carlson -https://awealthofcommonsense.com/2022/04/4-reasons-the-housing-market-wont-crash/5. Tweet from FactSet -https://twitter.com/FactSet/status/15175890610405867536. Tweet from FactSet -https://twitter.com/FactSet/status/1518350324448305152 Social MediaFacebook/LinkedIn: @JessupWealthManagementTwitter/Instagram: @JessupWealth
The Independent Advisors Episode 146: Predictions aren't promises.
Show Notes:1. Blog Post by Michael Batnick -https://theirrelevantinvestor.com/2022/03/09/the-day-the-market-bottmed/2. Blog Post by Ben Carlson -https://awealthofcommonsense.com/2022/03/the-best-personal-finance-inflation-hedges/3. Tweet by Willie Delwiche - https://twitter.com/WillieDelwiche/status/15145715884395274244. Data about Vacation Homes -https://www.zerohedge.com/markets/pandemic-driven-second-home-boom-coming-end5. Tweet by Walter Deemer -https://twitter.com/WalterDeemer/status/1515393695046066193Social Media:Facebook/Linkedin: @JessupWealthManagementTwitter/Instagram: @JessupWealth
The Independent Advisors Episode 145: Rockets and Feathers
Shownotes:Article written by Max Kirouac - https://modernmoney.ca/personal-finance/gas-prices-101/?utm_source=ActiveCampaign&utm_medium=email&utm_content=How+to+Prepare+for+a+Market+Downturn&utm_campaign=April+6%2C+2022+Newsletter Article in the WSJ by Anna Maria Andriotis - https://www.wsj.com/articles/most-medical-debts-to-be-removed-from-consumers-credit-reports-11647604803 Tweet from Michael Goodwell - https://twitter.com/michaelgoodwell/status/1511526111162900503?s=11&t=fc67UWioLP-e4vBGOi65tgSocial Media:Facebook/Linkedin: @JessupwealthmanagementTwitter/Instagram: @JessupWealth
The Independent Advisors Episode 144: Backwardation
Show Notes: 1. Tweet by Callie Cox -https://twitter.com/callieabost/status/15088671396834672832. Tweet by Ryan Detrick -https://twitter.com/ryandetrick/status/1508962681776230405?s=11&t=U3BMjvfImCbAxS0Any_gtQ3. Tweet by JC Parets -https://twitter.com/allstarcharts/status/1508880337383968770?s=11&t=U3BMjvfImCbAxS0Any_gtQ4. Tweet by Evergreen Gavekal -https://twitter.com/evergreengk/status/1509275522886340610?s=11&t=f-eAZEn8H__ZA_HWNAnRig5. Tweet by the author of the Macro Compass -https://twitter.com/macroalf/status/1509214118447833092?s=11&t=45e9IPJzLMPwaQYbJMwGCg6. Tweet by Bloomberg Opinion - https://twitter.com/bopinion/status/1508586710241726467?s=11&t=1XMUedgwI47yHzeQZRYWKQ7. Financial Planning Topic of the week -https://www.cnbc.com/2022/03/30/new-retirees-whose-income-drops-may-need-to-appeal-medicare-surcharges.htmlSocial MediaFacebook/Linkedin: @JessupwealthmanagementInstagram/Twitter: @Jessupwealth
The Independent Advisors Episode 143: Bonds aren't bulletproof.
Show Notes:1. Article in the Wall St. Journal -https://www.wsj.com/articles/what-fed-interest-rate-hike-means-for-you-11647437999Social MediaFacebook/Linkedin @JessupWealthManagementTwitter/Instagram @JessupWealth
The Independent Advisors Episode 142: It's an art not a science.
Show Notes:1. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/15049123547981865012. Tweet from Andrew Thrasher - https://twitter.com/AndrewThrasher/status/15040856787491102783. Article written by JC Parets -https://allstarcharts.com/cash-levels-near-multi-decade-highs/4. Tweet by Callie Cox -https://twitter.com/callieabost/status/1503826930466009096?s=11Social Media:Facebook/Linkedin @JessupWealth ManagementInstagram/Twitter @JessupWealth
The Independent Advisors Episode 141: "Not a lot of bulls out there right now"
Show Notes:1. Blog post from Michael Batnick -https://theirrelevantinvestor.com/2022/03/08/theres-blood-in-the-streets-2/2. Blog Post from Cullen Roche -https://www.pragcap.com/bitcoin-is-a-terrible-form-of-money-but-a-very-good-store-of-value/3. Piece on the blog ZeroHedge -https://www.zerohedge.com/economics/oil-spikes-and-economic-outcomes4. Tweet by ZeroHedge -https://twitter.com/zerohedge/status/1501939882771374083?s=20&t=3M-KXA0_MHGO5wGZNR7iSA5. Tweet by Charlie Bilello -https://twitter.com/charliebilello/status/15031671510201589766. Article written by Glenn Ruffenach - https://www.wsj.com/articles/do-bucket-investment-strategies-make-sense-in-retirement-11646319962?Social Media:Facebook/LinkedIn @JessupWealthManagementTwitter/Instagram @JessupWealth
The Independent Advisors Episode 140: Dethroning King Dollar
Show Notes:1. Blog post from Michael Batnick -https://theirrelevantinvestor.com/2022/02/24/its-ugly-out-there/2. Blog post from Michael Batnick -https://theirrelevantinvestor.com/2022/02/25/this-is-how-stocks-bottom/3. Two blog posts by Brad McMillian -https://blog.commonwealth.com/independent-market-observer/how-to-think-about-the-ukraine-invasion&https://blog.commonwealth.com/independent-market-observer4. Blog post written by Morgan Housel -https://www.collaborativefund.com/blog/after-the-fact/Social Media:Facebook/LinkedIn: @JessupWealthManagementTwitter/Instagram: @JessupWealth
The Independent Advisors Episode 139: Earnings Drive Prices
This podcast is not a recommendation for or against cryptocurrency. It is merely used to illustrate a point. Make sure to conduct your own due diligence with all investments.Show Notes:1. Tweet from George Maroudas -https://twitter.com/ChicagoAdvisor/status/14856905992441937972. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/14963055918280622103. Update on the tech sector -https://twitter.com/bespokeinvest/status/1496614119641919493?s=114. Article from Bloomberg -https://www.bloomberg.com/news/articles/2022-02-25/commodity-prices-inflated-by-40-by-risk-premiums-analyst-saysFacebook/Linkedin: @JessupWealthManagementTwitter/Instagram: @JessupWealth
The Independent Advisors Episode 138: What is priced in?
Show Notes:1. Tweet by Alvaro Oviedo -https://twitter.com/alvoviedo/status/14957794228294369292. Article from the Wall St. Journal -https://www.wsj.com/articles/at-t-to-slash-dividend-after-spinoff-of-warnermedia-116437161663. Another article from the Wall St. Journal -https://www.wsj.com/articles/the-10-used-cars-surging-the-most-in-price-heres-the-list-116446025514. Tweet from Topdowncharts -https://twitter.com/callum_thomas/status/1493464059768815619?s=115. Tweet from Sautterlas65 -https://twitter.com/sautterlas65/status/1495418313291223042?s=11Facebook/Linkedin @JessupWealthManagementTwitter/Instagram @JessupWealth
The Independent Advisors Episode 137: Progress isn't linear.
Show Notes:1. Article from the WSJ -https://www.wsj.com/articles/behind-the-feds-slow-pivot-to-tackling-inflation-11644930180?mod=hp_lead_pos42. Tweet from Zerohedge -https://twitter.com/zerohedge/status/14929820121725050923. Tweet from Matt Miskin -https://twitter.com/matthew_miskin/status/14913924309898076244. FINANCIAL PLANNING TOPIC OF THE WEEK- What is Capital Gains Tax?https://www.irs.gov/newsroom/questions-and-answers-on-the-net-investment-income-taxhttps://www.kitces.com/blog/long-term-capital-gains-bump-zone-higher-marginal-tax-rate-phase-in-0-rate/Facebook/LinkedIn: @JessupwealthmanagementTwitter/Instagram: @JessupWealth
The Independent Advisors Episode 136: Normalization and Forward-Looking Performance
Show Notes:1. Tweet by Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/1491391121292935168 Facebook/LinkedIn @JessupWealthManagementTwitter/Instagram @JessupWealth
The Independent Advisors Episode 135: Historic Pessimism
Show Notes:1. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/14867016925319741482. Tweet from Beth Kindig -https://twitter.com/Beth_Kindig/status/1486664029133234179?s=20&t=mxPpbp4e9REQuPU219vWSw3. Tweet by Michael Arouet -https://twitter.com/michaelaarouet/status/1486311111938957315?s=114. Tweet by Macro Charts -https://twitter.com/macrocharts/status/1486670324351463428?s=115. Blog post written by Ben Carlson -https://awealthofcommonsense.com/2021/12/the-pandemic-has-made-everyone-richer/Facebook/LinkedIn: @JessupWealthManagementInstagram/Twitter: @JessupWealth
The Independent Advisors Episode 134: The Sacrifice You Make as an Investor
Show Notes:1. Tweet from Mike Zaccardi -[[link]] 2. Article by Keith Lerner on Marketwatch -https://www.marketwatch.com/story/what-happens-when-the-s-p-500-climbs-more-than-25-in-a-year-this-chart-shows-midteen-gains-usually-follow-116409772083. Tweet by Ryan Detrick -https://twitter.com/RyanDetrick/status/14769981232266403894. Tweet by Matthew Miskin -https://twitter.com/matthew_miskin/status/1483788952310013957?s=115. Financial Planning Topic- Article in Forbes by Robert Farrington - https://www.forbes.com/sites/robertfarrington/2021/10/29/grandparent-529-plans-get-a-boost-from-new-fafsa-form/?sh=283d35b33acb Facebook/LinkedIn- @JessupWealthManagementTwitter/Instagram- @JessupWealth
The Independent Advisors Episode 133: Hot Takes and Spicy Mustard
Show Notes:1.Article regarding Oil Prices -https://www.wsj.com/articles/oil-prices-hit-seven-year-high-on-rising-geopolitical-tensions-11642507485?mod=markets_lead_pos42. Article from Bloomberg -https://www.bloomberg.com/news/articles/2022-01-18/u-s-antitrust-cops-eye-tougher-merger-rules-amid-m-a-surge?sref=KaV2wJ0v3. Blog post by the Independent Market Observer -https://blog.commonwealth.com/independent-market-observer/will-we-see-a-supply-glut-in-2022?4. Tweet by Holger Zschaepitz -https://twitter.com/Schuldensuehner/status/14833970557583564815. Tweet from Jim Perry (Senior Strategist at Market Insights) -https://twitter.com/mi_jim/status/14834503660585042006. FINANCIAL PLANNING TOPIC OF THE WEEKhttps://www.cnbc.com/2022/01/14/feeling-behind-on-retirement-savings-here-are-4-ways-to-get-you-on-track.htmlSocial Media:Facebook and LinkedIn: @JessupwealthmanagementTwitter and Instagram: @JessupWealth
The Independent Advisors Episode 132: Treasury or Treasure?
Episode #132 TopicsThe 10-year Treasury Yield is at its highest since February 2020.Initial Jobless Claims Update on 2022's January TrifectaLooking Back on the S&P 500's Performance Historical Quarterly Performance An update on the US bond market & the risks that come with it. What are the necessary tax filings after someone passes away?Show Notes:1. Tweet from Callie Cox - https://twitter.com/callieabost/status/14761930720275128332. Tweet by Charlie Bilello -https://twitter.com/charliebilello/status/14770226331243151363. Charlie Bilello on 1/2/22 -https://twitter.com/charliebilello/status/1477721057817735175?s=114. Financial Planning Topic of the week -https://obliviousinvestor.com/Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter:@Jessupwealth
The Independent Advisors Episode 131: "As Goes January, So Goes the Year"
1. Web page from the IRS -[[link]] 2. Post from Jeff Hirsch on Tumblr - https://jeffhirsch.tumblr.com/post/671742668325388288/santa-claus-rally-indicator-starts-today3. The First 5 Days of January by: Seth Golden -https://twitter.com/SethCL/status/14758053094824550424. The Full Month January Barometer by LPL Research -https://lplresearch.com/2021/02/01/as-goes-january-so-goes-the-year/5. Blog Post from Nick Maggiulli -https://ofdollarsanddata.com/how-to-invest-your-money-when-inflation-is-high/6. Tweet by Vala Afshar of Salesforce -https://twitter.com/valaafshar/status/1475885057587957762?s=117. Financial Planning Topic of the Week – article in the Wall Street Journal - https://www.wsj.com/articles/at-t-slashed-promised-life-insurance-for-former-workersand-time-runs-out-at-year-end-11640544022Social media:LinkedIn/Facebook @JessupWealthManagementTwitter/Instagram @jessupwealth
The Independent Advisors Episode 130: The Bulls Believe in Santa
· Federal student loan moratorium was extended· Update on Consumer Spending· Growth vs Value Stocks· Interest Rates & Inflation· Santa Claus Rally· Charitable DistributionsShow Notes1. Charts from Brian G.'s blog post -https://alphacharts.substack.com/about2. Tweet from VIX Squared -https://twitter.com/vixsquared/status/14701378817590026293. Blog post by LPL Research -https://lplresearch.com/2020/12/23/do-you-believe-in-the-santa-claus-rally/4. Financial Planning Topic of the Week -https://obliviousinvestor.com/whats-the-most-tax-efficient-way-to-give/Facebook and LinkedIn @JessupWealth ManagementTwitter and Instagram @JessupWealth
The Independent Advisors Episode 129: Buying a House- Behind the Scenes
Show Notes1. Quotes from an article in the Atlantic -https://www.theatlantic.com/ideas/archive/2021/05/us-housing-market-records/619029/?utm_source=feed Our Social Media:Facebook/LinkedIn: @JessupwealthmanagementTwitter/Instagram: @JessupWealth
The Independent Advisors Episode 128: Loan Officer, Family Friend and Special Guest, Matt Edwards, joins us!
Today's Topics:A USA Mortgage Loan Officer, Matthew Edwards, takes us through all the ins and outs of obtaining a mortgage loan that fits each individual and walks us through the home buying process.Our Social Media:Facebook and LinkedIn @JessupWealthManagementTwitter and Instagram @Jessup Wealth
The Independent Advisors Episode 127: Fear Strikes
Show Notes1. Tweet from George Maroudas -https://twitter.com/ChicagoAdvisor/status/14665072426315735072. Blog post written by Ben Carlson -https://awealthofcommonsense.com/2021/09/can-young-people-still-count-on-social-security/3. Article written by Meg on FLOW Financial Planning -https://flowfp.com/right-questions-about-investing/4. Tweet from “M Lebon” -https://twitter.com/longtplextrader/status/1464746225685700609?s=115. Global supply chain update -https://www.thestreet.com/investing/jpmorgan-sees-sp500-at-5000-in-first-half-20226. Tweet from Walter Bloomberg -https://twitter.com/deitaone/status/1465411127668613126?s=117. Financial Planning Topic of the week -https://www.cnbc.com/2021/11/30/a-majority-of-americans-dont-understand-deferred-interest-credit-cards.html@JessupWealth on Instagram and Twitter@JessupWealthManagement on Facebook and LinkedIn
The Independent Advisors Episode 126: A Strong Dollar
1. Updates from Sam Ro -[[link]] 2. Article written by the Schwab Center -https://www.schwab.com/resource-center/insights/content/does-market-timing-work?3. Article written by Michelle Singletary on the Washington Post -https://www.washingtonpost.com/business/2021/11/05/new-social-security-benefits-statement/4. Tweet from Julian Brigden -https://twitter.com/julianmi2/status/1463920986244452358?s=115. Tweet from Mr. Thomas – Top down charts -https://twitter.com/callum_thomas/status/1462153930230534145?s=116. Financial Planning Topic of the week, article written by the Plancorp- https://www.aarp.org/money/taxes/info-2021/smart-tax-moves-to-make-now.html@JessupWealth on Instagram and Twitter@JessupWealthManagement on Facebook and LinkedIn
The Independent Advisors Episode 125: Tensions on Pensions
Show Notes1. Tweet by 10K-Diver -https://twitter.com/10kdiver/status/14609346718359552032. Blog post written by Ben Carlson -https://awealthofcommonsense.com/2021/11/is-90-in-stocks-too-much-during-retirement/@JessupWealth on Instagram and Twitter@JessupWealthManagement on Facebook and LinkedIn
The Independent Advisors Episode 124: Time IN the Market. Not TIMING the Market
1. Article written by Cullen Roche -https://www.pragcap.com/is-hyperinflation-coming/2. Blog post written by Ben Carlson -https://awealthofcommonsense.com/2021/07/how-the-stock-market-works-2/3. Blog post on the Oblivious Investor -https://obliviousinvestor.com/medicare-irmaa-appeal-a-k-a-request-for-reconsideration/ @JessupWealth on Instagram and Twitter@JessupWealthManagement on Facebook and LinkedIn
The Independent Advisors Episode 123: A Revised Economic Package
Show Notes1. Article written by Jeff Hirsch -https://jeffhirsch.tumblr.com/post/666142500496556032/years-best-3-month-span-about-to-start2. Article written by Michael Townsend -https://www.schwab.com/resource-center/insights/content/congress-drops-most-individual-tax-increases-revised-economic-package?3. Article in the WSJ by JJ McCorvey -https://www.wsj.com/articles/have-a-job-with-benefits-how-to-make-the-most-of-open-enrollment-116359318024. Blog post by Brad McMillian -https://blog.commonwealth.com/independent-market-observer/quick-hits-on-the-markets-and-economy?5. Article written by Greg Lacurci -https://www.cnbc.com/2021/11/01/tax-strategy-of-the-rich-backdoor-roth-survives-in-latest-democrat-plan.html?recirc=taboolainternal@JessupWealth on Instagram and Twitter@JessupWealthManagement on Facebook and LinkedIn
The Independent Advisors Episode 122: Don't Fight the Market
1. Tweet from Jeff Levine - https://twitter.com/CPAPlanner/status/14537083009193984032. Tweet from Andrew Thrasher - https://twitter.com/AndrewThrasher/status/14505089016365301793. Blog post by Sam Ro - https://www.tker.co/p/stock-market-historical-facts4. Tweet by Samantha Russell - https://twitter.com/samanthatwenty/status/1454073210258042890?s=115. Tweet by Michael Batnick - https://twitter.com/michaelbatnick/status/1453724182236176385?s=116. Tweet by FactSet - https://twitter.com/factset/status/1452789327038136325?s=117. Article written by Christine Benz - https://www.morningstar.com/articles/1002654/can-you-save-too-much-in-a-health-savings-account@JessupWealth on Instagram and Twitter@JessupWealthManagement on Facebook and LinkedIn
The Independent Advisors Episode 121: What if things go right?
Show Notes:1. Tweet from Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/14454152040876482572. Blog written by Barry Ritholtz -https://twitter.com/LizAnnSonders/status/14454152040876482573. Article from CNBC by Yen Nee Lee -https://www.cnbc.com/2021/10/21/china-economy-property-sector-must-shrink-to-be-stable-says-prof.html)4. Tweet by Isabelnet -https://twitter.com/i/lists/1036994995. Article on Barron’s written by Andrew Welsch - https://www.barrons.com/advisor/articles/financial-tips-new-parents-advisors-best-advice-51633533835?@JessupWealth on Instagram and Twitter@JessupWealthManagement Facebook and LinkedIn
The Independent Advisors Episode 120: Investing is risky. NOT investing is riskier!
Show Notes:1. Tweet from George Maroudas - [[link]] 2. Tweet from Josh Lehner -https://twitter.com/lehnerjw/status/14486716019945717893. Tweet from Javier Blas -https://twitter.com/JavierBlas/status/14487295179676917774. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/14414545992572231755. Update on the US consumer from Bloomberg -https://www.bloomberg.com/features/how-to-invest-10k/?srnd=premium&sref=KaV2wJ0v6. Recent comments from Jamie Dimon -https://www.cnbc.com/2021/10/11/jpmorgans-dimon-says-supply-chain-hiccups-will-soon-ease-points-to-extraordinary-consumer-demand.htmlTwitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)
The Independent Advisors Episode 119: 2008 changed a generation of investors
1. Tweet from Joe Fahmy -https://twitter.com/jfahmy/status/1446456475459665925?s=112. Tweet from “Interested Observer” -https://twitter.com/observationdesk/status/1445746156953210897?s=113. Article from Ryan Detrick of LPL Research -https://twitter.com/RyanDetrick/status/14458014849693941834. Blog post written by Nick Maggiulli -https://ofdollarsanddata.com/the-broken-clock/Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)
The Independent Advisors Episode 118: What Great Rotation?
Show Notes1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/3. Another blog post by Ben Carlson -https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/?4. Tweet from Bullish Rippers -https://twitter.com/bullishrippers/status/1444151176690348032?s=115. Article written by Roxanne Alexander, CFP -https://www.kiplinger.com/personal-finance/shopping/cars/603366/should-i-buy-or-lease-a-car?Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)
The Independent Advisors Episode 117: Today's number is tomorrow's story
1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/3. Another blog post by Ben Carlson -https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/?4. Article from Roxanne Alexander, CFP -https://www.kiplinger.com/personal-finance/shopping/cars/603366/should-i-buy-or-lease-a-car?Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)
The Independent Advisors Episode 115: The 60/40 Portfolio
Show Notes:Michael Rosen, CIO of Angeles Investments and Angeles Wealth -https://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-reached-its-expiration-date.htmlTweet from Ali Wolf - Chief Economist at Zonda -https://twitter.com/aliwolfecon/status/1433889711186071554?s=11Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1433043551445786624Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)
The Independent Advisors Podcast Episode 114: Warning of the Week
1. Supply chain update from CNBC - https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-commentary.html?&qsearchterm=supply%20chain 2. Tweet by Charlie Bilello - https://twitter.com/charliebilello/status/1431346985135640581?s=11 3. Tweet by Sarah Ponczek - https://twitter.com/sarahponczek/status/1427245203077881867?s=11 4. Article about millennials turning to professionals - https://www.wealthmanagement.com/client-relations/survey-millennials-increasingly-turn-financial-advisors 5. Article from LPL Research - https://lplresearch.com/2021/08/31/here-comes-the-worst-month-of-the-year-2/ 6. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1423258039482822658 7. Article from Ben Carlson - https://awealthofcommonsense.com/2021/07/there-is-no-such-thing-as-a-normal-market-environment/ 8. Article from CNBC - https://www.cnbc.com/2021/09/01/why-your-checking-and-savings-accounts-should-be-at-different-banks.html?&qsearchterm=checking%20savings Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
The Independent Advisors Podcast Episode 113: The Real Risk of Investing
Show Notes! 1. Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233... 2. Tweet from Liz Ann Sonders - https://twitter.com/lizanns.../status/1431242512434409475... 3. Tweet from Liz Young - Head of Investment Strategy at Sofi - https://twitter.com/lizyoun.../status/1431319360388407304... 4. Financial Planning Topic of the week - https://money.com/pay-off-student-loans-or-invest/? Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
The Independent Advisors Podcast Episode 112: Taking about what's not talked about
1. Tweet from “10-K Carl” - https://twitter.com/10k_carl/status/1426250130873896962?s=11 2. Tweet from Nomi Prins - https://twitter.com/nomiprins/status/1428102593155325965... 3. Update on consumer credit from cnbc - https://www.cnbc.com/.../transunion-report-americans.../... 4. Tweet from Morgan Housel - https://twitter.com/morganh.../status/1427683412559552513... 5. Article written by Jonathan Clements - https://humbledollar.com/2021/07/go-to-extremes/? 6. Financial Planning Topic of the week - https://thefinancebuff.com/how-to-buy-i-bonds.html Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
The Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?
1. Article in ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/.../house-panel-crafting.../ 2. Tweet from Austin Lieberman - https://twitter.com/lieberm.../status/1421212550356770821... 3. Financial Planning Topic of the week - https://www.collaborativefund.com/blog/%24/ Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!
Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
The Independent Advisors Podcast Episode 109: Get to know Matthew Jessup!
Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. George Maroudas - https://twitter.com/ChicagoAdvisor/status/1414683578936475648 2. Ben Carlson - https://awealthofcommonsense.com/2021/06/how-to-prepare-for-a-lengthy-bull-market/ 3. Michael Batnick - https://theirrelevantinvestor.com/2021/06/09/the-shoeshine-indicator-is-dead/ 4. Jeff Levine - https://twitter.com/cpaplanner/status/1414643330667978761?s=11
The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/davidschawel/status/1414671306675609604?s=11 2. https://www.topdowncharts.com/post/a-post-pandemic-investment-boom?fbclid=IwAR3jJpTKcPuF9vXnE6WbvT4Svy5nkxlFlmxINPS9HNJMjXZMdwU-PzhImu4 3. https://twitter.com/BP_Rising/status/1412090540775071747
The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/ChartingTrends/status/1411694642660139009 2. https://www.marketwatch.com/story/retirees-to-youngsters-its-not-as-bad-as-you-think-11622734329?reflink=mw_share_twitter 3. https://ofdollarsanddata.com/how-much-do-you-need-to-be-financially-independent/
The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes 1. Tweet by Bill Brewster - https://twitter.com/billbre.../status/1408275555095662593... 2. Tweet by Drew Wells - https://twitter.com/billbre.../status/1408275555095662593... 3. Tweet by Michael Batnick - https://twitter.com/michaelbat.../status/1410986452398362626 4. Financial Planning Topic of the Week - https://www.forbes.com/.../guide-to-income-for-early.../...
The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter 1. Tweet from Ryan Detrick - https://twitter.com/ryandet.../status/1407535399875055618... 2. Tweet from Ben Carlson - https://twitter.com/awealth.../status/1407400615098134532... 3. Article in the Washington Post by Michelle Singletary - https://www.washingtonpost.com/.../cryptocurrency-401k.../
The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by Brian Feroldi - https://twitter.com/BrianFeroldi/status/1403678732368424961 2. Tweet by Michaela Arouet - https://twitter.com/MichaelaArouet/status/1403471413063847940 3. Wonderful quotes from Ian Cassel - Founder of MicroCapClub - https://twitter.com/iancassel/status/1403912561657933830 4. Article in the WSJ by Justin Baer - https://www.wsj.com/articles/fidelitys-pitch-to-americas-teens-no-fee-brokerage-accounts-11621310461?st=4vhkif07s6poyl8&reflink=article_email_share 5. Blog post by Morgan Housel titled - https://www.collaborativefund.com/blog/how-to-do-long-term/ 6. Financial Planning Topic of the week - https://www.wsj.com/articles/whats-in-bidens-american-families-plan-proposal-11619621174