The Independent Advisors

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