The Independent Advisors
550 episodes — Page 6 of 11
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 152: The Health of the Economy vs. Inflation
The Independent Advisors Episode 152: The Health of the Economy vs. Inflation
The Independent Advisors Episode 151: Capture the Upside
The Independent Advisors Episode 151: Capture the Upside
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.
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 150: In good times and bad, we are here, this is our purpose.
The Independent Advisors Episode 149: Beware of a Bear Market Rally
The Independent Advisors Episode 149: Beware of a Bear Market Rally
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
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 148: Anchor to your Long-Term Vision
The Independent Advisors Episode 147: Pockets of Weakness in Economic Recovery
The Independent Advisors Episode 147: Pockets of Weakness in Economic Recovery
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.
The Independent Advisors Episode 146: Predictions aren't promises.
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 145: Rockets and Feathers
The Independent Advisors Episode 145: Rockets and Feathers
The Independent Advisors Episode 144: Backwardation
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 144: Backwardation
The Independent Advisors Episode 143: Bonds aren't bulletproof.
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 143: Bonds aren't bulletproof.
The Independent Advisors Episode 142: It's an art not a science.
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 142: It's an art not a science.
The Independent Advisors Episode 141: "Not a lot of bulls out there right now"
The Independent Advisors Episode 141: "Not a lot of bulls out there right now"
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
The Independent Advisors Episode 140: Dethroning King Dollar
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 139: Earnings Drive Prices
The Independent Advisors Episode 139: Earnings Drive Prices
The Independent Advisors Episode 138: What is priced in?
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 138: What is priced in?
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 137: Progress isn't linear.
The Independent Advisors Episode 137: Progress isn't linear.
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