The Independent Advisors
550 episodes — Page 5 of 11
The Independent Advisors Episode 169: Wild is an understatement.
The Independent Advisors Episode 169: Wild is an understatement.
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 168: Sick of Comparisons
The Independent Advisors Episode 168: Sick of Comparisons
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 167: It’s ok to be bearish but it’s not ok to stay bearish.
The Independent Advisors Episode 167: It’s ok to be bearish but it’s not ok to stay bearish.
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 166: The Goal Post Keeps Moving
The Independent Advisors Episode 166: The Goal Post Keeps Moving
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 165: Is the Inflation Fever Finally Breaking?
The Independent Advisors Episode 165: Is the Inflation Fever Finally Breaking?
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 164: Cut Spending, Not Contributions
The Independent Advisors Episode 164: Cut Spending, Not Contributions
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 163: Taunting the Bull
The Independent Advisors Episode 163: Taunting the Bull
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 162: Downtrend in Inflation: Uptrend in Stocks
The Independent Advisors Episode 162: Downtrend in Inflation: Uptrend in Stocks
The Independent Advisors Episode 161: Is "recession" the right word?
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 161: Is "recession" the right word?
The Independent Advisors Episode 160: 20 Questions with Mark McEvily
Social Media:Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter: @Jessupwealth
The Independent Advisors Episode 160: 20 Questions with Mark McEvily
The Independent Advisors Episode 160: 20 Questions with Mark McEvily
The Independent Advisors Episode 159: Sniffing Out Recovery
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 159: Sniffing Out Recovery
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 158: The Awkward Phase of the Market
The Independent Advisors Episode 158: The Awkward Phase of the Market
The Independent Advisors Episode 157: Grin and "Bear" It
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 157: Grin and "Bear" It
The Independent Advisors Episode 156: How to prepare for a child's or grandchild's college experience and expenses.
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 156: How to prepare for a child's or grandchild's college experience and expenses.
The Independent Advisors Episode 155: Bad News is Good News
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 155: Bad News is Good News
The Independent Advisors Episode 154: Roll with the Punches
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
The Independent Advisors Episode 154: Roll with the Punches
The Independent Advisors Episode 153: Leading Stories that Don't Make the Headlines.
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