The Independent Advisors

Show notes: 1. Tweet from Bloomberg - https://twitter.com/schuldensuehner/status/… 2. Blog post written by Ben Carlson - https://awealthofcommonsense.com/2021/06/…3. Article written by Christine Benz of Morningstar - https://morningstar.com/articles/807538/… Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Mark & Matt Discuss the Following on Episode #101: Investing 101 Finance 101 The basics and what you need to know Show notes: 1. https://womenwhomoney.com/why-how-diversify-investment.../ 2. https://www.cnbc.com/.../asset-allocation-cnbc-explains.html 3. https://womenwhomoney.com/target-date-funds-retirement-plan/ 4. https://www.thebalance.com/the-basics-of-shorting-stock... 5. https://www.cnbc.com/.../5-mistakes-to-avoid-when... 6. https://www.cnbc.com/cnbc-explains-equities/ Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Show Notes: 1. Article from Bloomberg - https://www.bloomberg.com/news/articles/2021-05-24/biden-tax-hikes-are-hitting-resistance-with-no-room-for-error?srnd=premium 2. Tweet from Callum Thomas - https://twitter.com/callum_thomas/status/1396206767768547328?s=11 3. Quote from Michaela Arouet - https://twitter.com/MichaelaArouet/status/1396109212640587780 4. Article from CNBC - https://www.cnbc.com/2021/05/19/coinbase-is-down-for-some-users.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail 5. Article from the WSJ - https://www.wsj.com/articles/bidens-capital-gains-tax-plan-would-upend-estate-planning-by-the-wealthy-11619716044 Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Mark & Matt Discuss the Following on Episode #99: Active Investment Manager Exposure to S&P 500 Dividend Growth vs Dividend Value Performance Difference between Growth and Value Stocks The Most Important Rule in Investing? New Retirement Legislation in the works Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by JC Parets - https://twitter.com/allstar.../status/1392906323868651523... 2. Tweet by The Irrational Investor - https://twitter.com/positio.../status/1394314333849460739... 3. Blog Post by Charlie Bilello on compoundadvisors.com - https://compoundadvisors.com/.../the-most-important-rule... 4. Tweet by Jeff Levine - https://twitter.com/CPAPlanner/status/1390489976006193153

Mark & Matt Discuss the Following on Episode #98: What is the VIX? What does in mean when stocks and treasuries are down simultaneously? Stock returns are anything but average Peace of mind can outweigh the price tag 5 psychographic retirement groups Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: Blog post by Ben Carlson -https://awealthofcommonsense.com/2021/04/stock-market-returns-are-anything-but-average/Tweet from Camille Koppenberg - https://twitter.com/ckoppenberg/status/1390778775068053505

Matt & Aaron Discuss the Following on Episode #97: Update on Elective Surgeries Travel Update (i.e. travel booking websites activity) Update on Inflation Estimates Stats on “Sell in May & Go Away” Financial Planning Topic of the Week: “Ordering the Combo: Life Insurance with LTC Benefits” Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://www.bbc.com/news/world-us-canada-57003722?xtor=AL-72-%5Bpartner%5D-%5Bbbc.news.twitter%5D-%5Bheadline%5D-%5Bnews%5D-%5Bbizdev%5D-%5Bisapi%5D&at_custom4=D3F1A1A2-ADF6-11EB-88A4-5BA44744363C&at_campaign=64&at_custom2=twitter&at_custom3=%40BBCWorld&at_medium=custom7&at_custom1=%5Bpost+type%5D 2. https://www.nerdwallet.com/blog/insurance/combine-life-insurance-long-term-care/

Mark & Matt Discuss the Following on Episode #96: Patience pays with investing Sell in May and go away? Not during post-election years Tax hikes on the horizon? Semiconductor Update Federal Reserve Bond Buying Program What to do if you have over saved for college Show Notes:1. Tweet from George Maroudas - https://twitter.com/ChicagoAdvisor/status/13874182868712284172. Article written by Jeff Hirsch - https://twitter.com/ChicagoAdvisor/status/1387418286871228417 3. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/13855876222239047684. Tweet by Eddy Elfenbein - https://twitter.com/eddyelfenbein/status/1386664925968453637?s=115. Article written by Chief Mom Officer - https://chiefmomofficer.org/2021/04/05/saving-too-much-for-college-in-a-529-now-what/ Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Matt & Mark are joined by Peter Lazaroff! Peter is the Chief Investment Officer at Plancorp! He also writes regularly for The Wall Street Journal, Forbes and his very own blog! Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Mark & Aaron Discuss the Following on Episode #94: Q1 Equity Returns Top 5 Wealth Killers Tax Consequences of short term trading More inflation numbers What to do if you’re a decade away from retirement 1. Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../ 2. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1381666350591016970 3. Tweet by Peter Mallouk - https://twitter.com/petermallouk/status/1381954651646529536?s=11 4. Tweet by Gavin Baker - https://twitter.com/gavinsbaker/status/1383815616176422913?s=11 5. Tweet from Zerohedge on - https://twitter.com/zerohedge/status/1383820631121141765?s=11 6. Blog post by Peter Lazaroff - https://peterlazaroff.com/10-things-to-do-now-if-youre-a-decade-away-from-retirement/?utm_source=ActiveCampaign&utm_medium=email&utm_content=Individual+vs+Bond+Funds%3A+Which+Should+Be+in+Your+Portfolio%3F&utm_campaign=Mar+23%2C+2021+Newsletter Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Mark & Matt Discuss the Following on Episode #93: Leadership change in the market? More on Growth vs Value How the Market has performed from the March 23, 2020 bottom Housing and Credit Current Market Sentiment Investing in your 40’s Show Notes! 1. Ben Carlson - https://twitter.com/awealth.../status/1380201750137868288... 2. Nick Maggiulli - https://ofdollarsanddata.com/started-from-the-bottom/ Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Mark & Matt Discuss the Following on Episode #92: Huge Jump in Jobs in March 2021 New Infrastructure Spending Plan US Housing Update Manufacturing Update Understanding Market Moves Investing in your 30’s Show Notes: 1. Tweet from Colibri Trader - https://twitter.com/priceinaction/status/1377927537494462469 2. Tweet from Macro Charts - https://twitter.com/MacroCharts/status/1377953964998672386 Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Mark & Matt Discuss the Following on Episode #91: Suez Canal Debacle Bull Market Turns 2! How many market corrections have we ...

Mark & Matt Discuss the Following on Episode #90: FED Remains Accommodative Hedges Against Inflation Bond Market Update More S&P 500 Price Target from “Experts” How to save when expecting a baby Show Notes! 1. Ben Carlson - https://twitter.com/awealthofcs/status/1373291324775006212 2. Charlie Bilello - https://compoundadvisors.com/2021/whats-the-best-hedge-against-inflation 3. Ben Carlson - https://awealthofcommonsense.com/2021/03/the-simplest-asset-to-hedge-against-inflation/ 4. WallStJesus - https://twitter.com/WallStJesus/status/1373013919690858507 5. Peter Lazaroff & Sara Gelsheimer - https://www.youtube.com/watch?v=yMfEltZ0Ugg&t=22s Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Mark & Matt Discuss the Following on Episode #89: American Rescue Plan Becomes Law NASDAQ Corrects >10% How has inflation historically impacted stocks? What to consider when refinancing your mortgage 1. Tweet by Ryan Detrick https://twitter.com/RyanDetrick/status/1369274077777641478 2. Tweet by Austen Allred https://twitter.com/austen/status/1367984185093324803?s=11 Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Show Notes: 1.Tweet from Michael Goodwell on March 4th: https://twitter.com/MichaelGoo.../status/1367579207530856458 2. Post from Ashby Daniel's blog -The Retirement Field Guide-“Trading One Risk for Another”: https://retirementfieldguide.com/trading-one-risk-for.../... 3. Excerpt from LPL Research: https://lplresearch.com/.../26/three-charts-you-need-to-see/ Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

1. “The Cathie Wood Report” by the Rotation Report [[link]] 2. Tweet from MacroCharts https://twitter.com/MacroCharts/status/1362008897100382212 3. Tweet from Ian McMillan https://twitter.com/the_chart_life/status/1362016287954731011 4. Tweet from Ryan Detrick https://twitter.com/RyanDetrick/status/1362865838974504961 5. Weekly research note from Charlie Bilello of Compound Advisors https://compoundadvisors.com/2021/6-chart-saturday-2-20-21 6. Tweet from Barbarian Capital https://twitter.com/BarbarianCap/status/1363157431245758464 7. An interesting view point of the “bubble” talk in the markets - https://avc.com/2021/02/how-this-ends/ Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Show Notes: 1. "The Best Story Wins" by Morgan Housel. [[link]] 2. “The Investment Strategy that Makes Your Life Easier” by Ben Carlson. https://awealthofcommonsense.com/2021/02/the-investment-strategy-that-makes-your-life-easier/ 3."Unfortunate Investing Traits" by Morgan Housel. https://www.collaborativefund.com/blog/traits/ 4. Tweet from Teddy Vallee (founder & CIO of Pervalle Global) https://twitter.com/teddyvallee/status/1361026072834416660?s=11 5. Tweet posted by Mr. Blokland. https://twitter.com/jsblokland/status/1360717526179721218 6. Tweet from Macro Charts. https://twitter.com/MacroCharts/status/1360574448924053505 7. Tweet from topdowncharts.com. https://twitter.com/PlanMaestro/status/1360968740427415552 8. “The 10 Biggest Money Mistakes” by Nick Maggiulli https://ofdollarsanddata.com/biggest-money-mistakes/ Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Mark & Matt Discuss the Following on Episode #84: Pull backs, corrections & sell offs are normal in a bull market Patience is key when investing Saving 50% of every pay raise and the effect that has Possibility of cancelling a portion of student loans Required Minimum Distributions are back in 2021 Show Notes https://twitter.com/SeattleSun3/status/1358398453756219392/photo/1 https://retirementfieldguide.com/the-single-best-piece-of-advice-for-young-investors/?ck_subscriber_id=728228313 https://twitter.com/CPAPlanner/status/1352717393148211200 Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Mark & Matt Discuss the Following on Episode #83: Our take on the short squeeze saga Update on insider transactions New lows for U.S. Junk Bond Yields Show Note Links: https://twitter.com/dowdedward/status/1355585165104300033?s=11https://twitter.com/tkptrader/status/1355905733875937286?s=11https://twitter.com/serlindsipity/status/1356050872099241986/photo/1https://twitter.com/christine_benz/status/135464720621783449https://twitter.com/awealthofcs/status/1355619312820760587https://twitter.com/TenreiroDaniel/status/1355257203062669314 https://twitter.com/wallstjesus/status/1352968115315998720?s=11https://twitter.com/lisaabramowicz1/status/1351856134018240513https://twitter.com/sautterlas65/status/1352208245335719936?s=11 Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Mark & Aaron Discuss the Following on Episode #82: Is taxing unrealized gains on the table? How stocks have done under each president, since 1897 How long does it take to make $1 Million investing in the S&P 500? Are markets in a bubble? Compound Interest Building Wealth – A different take Links to tweets and articles mentioned in this episode- pic.twitter.com/jKqvHhYv1z https://twitter.com/BrianFeroldi/status/1350442365027287044 https://awealthofcommonsense.com/2021/01/markets-that-are-definitely-not-in-a-bubble/ https://www.collaborativefund.com/blog/standing/ https://awealthofcommonsense.com/2021/01/its-ok-to-build-wealth-slowly/ Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Mark & Matt Discuss the Following on Episode #81: Strong start to the year for stocks – historically bullish for the rest of the year Looking for a sell off in stocks? One may already have happened the past few months. Media noise can be detrimental to your portfolio. Don’t let it dictate investment decisions! Revisiting the US Debt Conversation 20 Important Personal Finance Topics Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Matt & Mark interview Callum Thomas- founder and managing shareholder of Topdown Charts. Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #79: Stocks finish 2020 on a positive note Shopping for homes, from home Markets & Investing – 2020 What percent of the time is the S&P 500 Index positive? A risk to your financial plan you may not be aware of Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Matt and Mark Discuss the Following on Episode 78: COVID 19- Stimulus Bill 2.0 Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #77: Federal Reserve Committed to Current Programs Burrito Maker Outperforming COVID Vaccine Developer Financing a House or Buying it Outright? Fear & Greed with Mainstream Media Saving for a Large Purchase www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #76: GDP in 2021 Effects of Central Bank Actions CITI Bold Call on Markets Who would have thought we would be at all-time highs by now back in March? +10% return for stocks in November- bullish or bearish going forward? Inflation and its impact on your financial plan www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt are joined by Adam Collins from Movement Capital on Episode #75: The 60% Stock and 40% Bond Investment Portfolio All time low bond yields The always changing investment landscape Keeping your financial life simple www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Matt & Aaron Discuss the Following on Episode #74: Dow 30K Markets Break Out to All Time Highs Investor Sentiment Survey 3 Stages of Growth for Investors US Railroad Traffic Beneficiary Considerations: Per Stripes or Per Capita? www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Matt & Aaron Discuss the Following on Episode #73: Largest weekly inflows into stocks going back 20 years Update on corporate insiders…are they buying or selling right now? What are Chinese shipping rates telling us about the economic recovery? US Manufacturing data update from the Philadelphia Federal Reserve Bank Financial Planning topic of the week: When it makes sense to file your taxes married filing jointly vs. married filing separately www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #72: New Proposed Retirement Bill: Securing a Strong Retirement Act of 2020 Almost 50% of S&P 500 Stocks Trading at 6-Month Highs Podcast Guest, Jeff Hoagland, from the Dayton Development Coalition, Discusses the State of the Economy in Dayton, OH. www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #71: Looking More and More like Gridlock The US Crash Confidence Index What Can Investors Control? New Highs for US Markets ISM Manufacturing Index Update Retirement Statistics for 2020 www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #70: Market Sell Off’s are Normal Economic Recovery – Where Do We Stand? Stock Market “Predictors” are Back in Full Force with People Who Have Been Bearish for a Decade Tips for Year-End Financials www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #69: New American Entrepreneurship is Booming Long Term Mindset for Long Term Returns The Federal Reserve Weighing a Digital Currency Hedge Funds Continue to Struggle with Performance Lifestyle Creep www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #68: Q3 2020 Earnings Season Kicks Off Predicting is HARD Cash Instruments Earning Virtually Nothing with Low Interest Rates Strong Start for the Market in Q4 2020 Common Estate Planning Mistakes www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #67: Fiscal Stimulus Update Latest Global Growth Figures How Stocks Perform During a 4-year Presidential Cycle Fine Tuning Your Medicare Coverage During Annual Election Period www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #66: • Consumer Confidence Stronger than Expected• Companies Hoarding Cash• Open Enrollment Checklist www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #65: Update on Insider Buying & Selling Heading into a Seasonally Strong Q4 Current Congressional Budget Office Projections Don’t Let Politics get in the Way of Your Investing Plan www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #64: Stocks Continue Their Rocky September Investing is All About Behavior and Psychology Stock Returns Since Pandemic Label from WHO Investor Sentiment Survey Common Social Security Mistakes that Retirees Make www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #63: Ecommerce Penetration The Largest Stocks in the S&P 500 by Market Cap What is a SPAC (Special Purpose Acquisition Company)? Money Printing & Inflation Focus on the Long Term, When it Comes to Investing www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #62: Stocks sell off – largest decline since June The risk free rate of return A closer look at the S&P 500 5 Phases of our Financial Lives www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #61: • Stock Market Marches Higher in August • Accredited Investor Update • 12 Cheapest Cities for a Comfortable Retirement – ThinkAdvisor • Is There Such Thing as a Permanent Portfolio? • S&P 500 Sector Performance Year-To-Date • IRA Mistakes that Retirees Make www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #59: Performance of Tech Stocks and Long Term Bonds Over the Past 2 Years Largest US Companies by Market Cap. 1960-Present Yale's "Crash Confidence Reading" The Continued Rise of E-Commerce Differences between Exchange Traded Funds (ETFs) and Mutual Funds Annuities: Consequences to Consider www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #59: No agreement yet on the second stimulus bill Small Caps Turning Around? Is the US Consumer starting to recovery? Sadness and Euphoria in the Stock Market Retirement Planning for the Gig Economy www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #58: $400 extra weekly unemployment benefits Consumer Credit Update Market Returns Under US Presidents (Democrat & Republican) Treasury Yields Continue to Fall Losing Fortunes www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #57: US National Debt to GDP GDP Update Time in the market Record Low Mortgage Rates Market Performance with past Democratic Sweeps Values – Based Budgeting www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #56: US & China Tiff Corporate Insiders: Buying, Selling or Neutral? Update on the housing market The majority of stocks in the S&P 500 have a dividend yield greater than the 10 Year Treasury yield Spending declines as we age Misconceptions and clarifications surrounding “Risk” www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #55: Congress finalizing another stimulus bill Biden Tax Proposal Without health, retirement is very challenging Endowments and their use Timing the market is not as easy as people think Nasdaq 100 2000 vs 2020 Volatility and Trade Volumes The number of retail trading accounts opened in 2020 YTD vs 2019 www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily

Mark & Matt Discuss the Following on Episode #54: Q2 Index Performance The ability to withstand drawdowns The stock market is not the economy Self-Control and Investing Apple Share Buybacks Historical Unemployment Levels Will college be cheaper this year? www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily

Mark & Matt Discuss the Following on Episode #53: Is the Fed’s response expected going forward? Small Cap Stocks & The Economy Cheese Demand Big Tech & The S&P 500 AAII Sentiment Survey Update More guidance on RMD’s for 2020 www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup