The Independent Advisors: Recent Episodes

Mark McEvily

A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 35 Park Ave. Dayton, OH. 45419 Phone: 937-938-9105 Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

Episode #362 Topics

· Market performance & macro updates — 01:40

· Financial planning & client engagement — 02:10

· Leverage risks & hedge fund blowup — 03:16

· Market outlook & risk perspective — 09:34

· IPO market volatility & SpaceX update — 11:03

· Credit spreads as sentiment gauge — 15:39

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

361 topics:

Market performance & rates (01:49)
Fed pause & rate outlook (03:37)
Yields & housing pressure (18:44)
Retail panic selling (22:53)
High beta tech losses (24:26)
Microsoft earnings jump (12:35)
Down payment savings crisis (28:55)
Minimum wage down payment gap (30:25)
Ohio housing cost trends (32:03)
Insider trading bill (16:28)
Politician trade transparency (18:24)

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

Topics:

 Sector Rotation & Tech "Bubble" Narrative — Energy vs. Technology leadership data (12:09)

 Earnings Season Strength — beat rates, guidance trends (02:51)

 Volatility Seasonality & Q3 Risk — VIX trends, historical patterns (07:17)

 Seasonal & Historical Market Patterns — August/September weakness, strong Q4 outlook (05:34)

 Global Revenue & Currency Impact — S&P 500 foreign revenue share (14:55)

 Retirement & Financial Planning Insights — advisor engagement, retirement income shifts, common regrets (16:50)

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

359 Topics:

 Market Performance & Macro Trends — indices, CPI report, Fed rate expectations (01:09)

 Equity Market Dynamics & Earnings Outlook — 2026 earnings growth, tech insider buying, semiconductor cash flow (15:18)

 Diversification & Asset Allocation Insights — Magnificent Seven underperformance, rotation opportunities (05:40)

 Long-Term Investment Themes & Market Narratives — dot-com comparison, tech volatility, AI infrastructure (08:46)

 Financial Planning: Trump Accounts Update — new kids' savings vehicle, eligibility, setup (27:29)

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

Show Notes:

Post on X from Ryan Detrick on 7.1.26 - https://x.com/RyanDetrick/status/2072147268589813875

Chart from JPMorgan Asset Management’s “Guide to Retirement” 2026 slide deck - https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/

Chart From JPMorgan Asset Management’s “Guide to Retirement” 2026 slide deck - https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/

Article written by Jim Dahle on The White Coat Investor on June 9th titled “Great Reasons to have a Tax-Deferred Account” - https://www.whitecoatinvestor.com/tax-deferred-accounts/

Market Performance & Economic Insights — July market trends, midterm-year patterns (01:00)

New "530A" Child Retirement Accounts — $1,000 government seed money for kids' IRAs (03:30)

Retirement Spending Variability & Portfolio Management — spending fluctuations, stock allocation strategy (09:30)

Tax-Deferred Accounts & Strategic Tax Planning — pre-tax vs. Roth, QCDs, medical deductions (18:00)

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

First Half Market Returns — 01:38

Positive Second Half Historical Data — 03:18

July Seasonality/Earnings Season — 08:08

Earnings Volatility (banks) — 21:26

Contrarian Rate Cut View — 06:45

Fed Inflation vs. Market Pricing — 09:36

Record Profit Margins — 11:09

Long-Term-Care Insurance Interest — 15:35

Show Notes:

Post on X from Ryan Detrick on June 30th - https://x.com/ryandetrick/status/2072145073123287148?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post on X from Ryan Detrick on June 30th with regards to the end of Q2 - https://x.com/ryandetrick/status/2072152404204691612?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post on X from Jeffrey Hirsch on June 26th - https://x.com/AlmanacTrader/status/2070552258027122870?s=20

Post on X from Rob Anderson back on January 26th this year - https://x.com/_rob_anderson/status/2014766234311553220?s=20

Article written by Christine Benz on Morningstar on August 11th 2025 titled “Does Long-Term-Care Insurance Add Up? - https://www.morningstar.com/retirement/does-long-term-care-insurance-add-up

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

Show Notes:

Post on X from Randy Dunham on June 22nd - https://x.com/itmrandy/status/2069069113360633898

Post

on X from Brian Feroldi on June 24th - https://x.com/BrianFeroldi/status/2069815175272681686

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

• Market Update & Fed Outlook (1:40–6:20) – Market performance, inflation data, and interest rate expectations.

• Social Security Solvency (9:10–10:40) – Trust fund projections and potential benefit changes.

• AI Spending & Tech Growth (13:30–15:00) – Rising AI infrastructure investment and its impact on tech stocks.

• Consumer Wealth Trends (17:50–21:30) – Growth of the upper middle class and its influence on spending.

• Bond Market Risks (23:30–26:50) – How interest rate changes affect bond prices and volatility.

• College Savings Strategies (28:45–32:50) – Comparing 529 plans and brokerage accounts for education savings.

Show Notes:

Article from Lorie Konish on June 9th on CNBC titled “Social Security retirement trust fund may be depleted in 2032, new trustees report finds” with commentary from Kitces.com - https://www.cnbc.com/2026/06/09/social-security-trustees-report-depletion-dates.html

Post on X from Ryan Detrick on June 15th - https://x.com/RyanDetrick/status/2066551008654762075

Article by Dalvin Brown in the Wall Street Journal titled “The Financial Planning Expert Who’s Boycotting 529s for His Kids” - https://www.wsj.com/personal-finance/the-financial-planning-expert-whos-boycotting-529s-for-his-kids-6c3e32fc?st=KgKuSt&reflink=desktopwebshare_permalink
Article by Anna Garcia titled “Why Advisors don’t Recommend 529s” outlines a different approach - https://thecollegefinanciallady.com/2026/01/27/why-advisors-dont-recommend-529s/

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

· Market Pullback & Outlook (2:41)

· Earnings Season Expectations (6:56)

· SpaceX IPO & IPO Market Trends (7:28)

· Fear, Volatility & Investor Behavior (8:25)

· Technology Sector Momentum & Earnings Growth (11:16)

· Historical IPO Activity & Market Context (17:04)

· IPO Investing Considerations (20:02)

· Tech Valuations vs. the Dot-Com Bubble (21:40)

· Long-Term Perspective on Technology Investing (24:50)

· Nine-Week Market Winning Streak Analysis (25:10)

· Inheritance Spending & Wealth Transfer Risks (26:40)

· Estate Planning & Preserving Family Wealth (29:50)

· Market Sentiment & June Outlook (31:00)

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes:

Post from Ryan Detrick on X on 5.3.26 - https://x.com/ryandetrick/status/2051041560565809579?

Post on X from Astra Insights on May 1st - https://x.com/AstraInsights/status/2050185241453609222?s=20

Blog Post from The White Coat Investor on May 12th titled “4 Reasons Why We’re Spending Our HSA Money – And Why You Should Too - https://www.whitecoatinvestor.com/spend-hsa-money-now/

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

 Economic diversification & regional growth — (11:06)

 Logistics & transportation expansion — (12:23)

 Healthcare & regional quality of life — (13:28)

 Local business support & community spending — (14:45)

 Workforce challenges, talent attraction & development — (19:37, 20:50, 23:18)

 Relationship-driven business culture & leadership — (22:02, 23:50, 26:59)

 Downtown Dayton redevelopment & urban core growth — (24:30, 25:41)

 Chamber strategy, events & member support — (28:15, 30:33)

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

351 Topics

• Market Performance & Interest Rates (02:58–07:38, 23:58–24:32)

YTD market gains, rising Treasury yields, and higher rates not necessarily hurting stocks

• Sector Trends & Active Management (18:17–19:45, 30:34)

Tech/semiconductors leading markets; managers becoming more cautious

• Investor Psychology (13:47)

Focus on staying invested rather than timing the market

• Inflation Pressures (10:57, 27:21)

Commodity, oil, and trucking costs keeping inflation elevated

• Trump IRA Program (37:50–46:02)

New retirement savings plan with federal matching contributions

• M&A & IPO Activity (08:45–09:50)

Utility merger news and rising IPO activity like SpaceX

• Earnings & Volatility (33:57–35:20)

Strong earnings supporting markets despite volatility concerns

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

349 Topics

• Market rebound & performance trends (02:00) – Strong April/May gains across S&P 500, Nasdaq, and small caps; rapid V-shaped recovery after ~10% drop

• Earnings as primary catalyst (04:00) – Q1 earnings significantly beat expectations, driving market strength

• Shift back to fundamentals (06:30) – Focus moving to long-term earnings outlook over geopolitical concerns

• Seasonality & historical patterns (08:00) – Strong April performance historically signals positive full-year returns

• Rising interest rate environment (11:00) – Potential long-term shift away from decades of falling rates

• Inflation & bond market signals (12:30–13:00) – Persistent inflation expectations reflected in bond yields and TIPS performance

• Bond risk & portfolio implications (14:00–15:00) – Bonds not inherently “safe”; challenges to traditional allocation strategies

• Federal Reserve policy outlook (19:00–21:30) – Shift toward more hawkish stance; fewer/slower rate cuts expected

• U.S. debt & fiscal concerns (22:00–23:00) – Debt surpassing 100% of GDP; potential inflationary risks

• Tech sector valuations & comparisons (25:00–29:30) – Strong fundamentals vs. dot-com era; emphasis on disciplined, long-term investing

Show Notes:

Post on X from Ryan Detrick on 4.30.26 - https://x.com/ryandetrick/status/2049866359559872599?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post on X from Thierry Borgeat on 4.27.26 - https://x.com/ThierryBorgeat/status/2048836500557554097?s=20

Post on X from Steve Deppe on 4.28.26 - https://x.com/sjd10304/status/2049169078934204831?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

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348 Topics:

Increasing Earnings Estimates
New Fed Chair’s impact on market behavior
May Jobs Report
Oil Supply update
CME Rates

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

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Show Notes:

Post on X from Matt Cerminaro, who we have had on the podcast before, on 4.15.26 - https://x.com/mattcerminaro/status/2044546097230626819

Chart from Ryan Detrick from Carson Investment Research on 4.10.26 - https://x.com/ISABELNET_SA/status/2044699590130090009

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website,

jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

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Show Notes:

Post on LinkedIn from Peter Mallouk on April 4th -

https://www.linkedin.com/posts/peter-mallouk_over-the-last-75-years-the-average-intra-year-share-7444847892332199936-wAUq/?

Post on X from Ben Carlson on March 30th - https://x.com/awealthofcs/status/2038627241551085823

Post on X from Charlie Bilello on March 29th - https://x.com/charliebilello/status/2038333777592684809

346 Topics:

· Sentiment shift & investor positioning (04:52)

· Market psychology & faster moves (06:23)

· Historical drawdowns & recovery patterns (09:15–12:26)

· Client engagement & resources (07:56–14:02)

· Earnings strength & fundamentals (16:25–18:45)

· VIX signals & volatility outlook (21:09–21:30)

· Long-term volatility & risk management (24:29–25:47)

· Investment philosophy & staying invested (17:50, 26:00)

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

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Market performance, yields & geopolitics (02:39–03:38)

US dollar trends & equity headwinds (05:48–07:39)

Bear market signals & short interest (09:22, 24:58)

Private credit liquidity risks (11:41–16:15)

Economic sentiment & Fed outlook (19:09–23:41)

Positioning & market timing cautions (03:38, 25:20)

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105

https://www.jessupwealthmanagement.com/

Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

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344 Topics:

Markets pulled back in Q1; Nasdaq in correction, volatility rising, but historically normal
Sentiment signals (high correlation, put buying) suggest a potential market bottom forming
Tech stocks attractive: Magnificent Seven down, valuations cheaper despite strong earnings growth
Geopolitical tensions driving short-term noise, not long-term fundamentals
Historical trends (midterm years) point to volatility followed by strong recoveries
Scam awareness: rising cybercrime and “recovery scams” targeting investors
Earnings season ahead could shift focus back to fundamentals and spark a rebound
Show Notes:

Post on X from The Chart Report on 3.27.26 - https://x.com/TheChartReport/status/2037520080737546310

Post on X from JC Parets on 3.27.26 - https://x.com/JC_ParetsX/status/2037565066174677041

Article on March 13th from Tara Siegel Bernard with the NYT titled “His Father Lost His Life’s Savings in a Scam. A Fake Lawyer Offered to Help.” - https://www.nytimes.com/2026/03/13/business/financial-fraud-money-scams-elderly-recovery.html?

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

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Show Notes

Article from David Harrell on Morningstar titled “Don’t Fall for This Common Dividend Mistake When Investing for Retirement” on 10/30/2025 - https://www.morningstar.com/retirement/dont-fall-this-common-dividend-mistake-when-investing-retirement

Post on X from Ryan Detrick on 3.20.26 - https://x.com/RyanDetrick/status/2035042415774511545

Financial Planning Topic of the Week

https://www.plancorp.com/blog/mega-backdoor-roth

343 Topics:

Oil shocks ≠ long-term losses: Markets have historically delivered strong gains following major oil price spikes
Corrections are healthy: Multiple pullbacks per year are typical, even in strong bull markets
Dividend yield ≠ total return: High yields can be misleading if price declines offset income
Covered call ETFs trade growth for income: Higher yields come with capped upside and often lower total returns
Pullbacks can be buying opportunities: Retests of prior highs often act as strong entry points
Mega Backdoor Roth = major opportunity: High earners can significantly boost tax-free retirement savings if their plan allows it

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

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Post on X from Ryan Detrick at Carson Investment Research on 3.12.26 - https://x.com/ryandetrick/status/2032190129180123211?

Posts on X regarding the VIX from Seth Golden on 3.10.26 & SubuTrade on 3.9.26 - https://x.com/sethcl/status/2031428550796923169?

https://x.com/subutrade/status/2031014375923101766?

3: Post on X from Sam McCallum on 3.9.26 - https://x.com/honeystocks1/status/2031114276333670872?

Key Takeaways* Markets declined in March with increased volatility * Geopolitical tensions and oil price swings adding uncertainty * Fed holding rates steady; consumer remains strong * Market signals show mixed outlook—fear levels may signal opportunity * Weakness is broader than headline indices suggest * Avoid reacting to short-term headlines * Stay focused on long-term financial strategy * Quick tip: Use authenticator apps for stronger account security

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

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Show Notes:

Post on X from Cullen Roche on 3.6.26 - https://x.com/cullenroche/status/2029923375582433519?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Blog Post on Business Insider detailing what happened when a Meta Director let an AI tool take over her email - https://www.businessinsider.com/meta-ai-alignment-director-openclaw-email-deletion-2026-2

Post on X from Ryan Detrick on 3.6.26 - https://x.com/ryandetrick/status/2029993317849833557?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post on X from ISABELNET on 2/2/26 with data from Carson Investment Research - https://x.com/isabelnet_sa/status/2018260327805194503?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post on X from EquityClock on 1.26.26 - https://x.com/EquityClock/status/2015971749976764603?s=20

Blog Post from Maura Mcinerney-Rowely titled “3 types of wills you should know about before you die” - https://hellomortal.substack.com/p/3-types-of-wills-you-should-know

341 topics:

Seasonality
Geopolitical volatility
Valuation comparisons
Investor positioning
Creating an ethical will

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

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Show Notes:

Blog Post from Matt Cerminaro on February 24th titled “The Craziest Stat of 2026” - https://chartkidmatt.com/p/the-craziest-stat-of-2026

IRS Tax Withholding Estimator

US-Israel strike on Iran & market reaction – VIX peaked mildly, institutional buying, investor confidence (03:24)

Midterm year volatility expectations – Weak early months, Q4 rebound, historical resilience (06:41)

Middle East conflicts & supply chain containment – Limited market disruption, quick recovery (09:23)

US dollar trends & international equity outlook – Unexpected 3.5–4% rebound, impact on global stocks, diversification advice (12:12, 14:30)

Mortgage rates & housing affordability – 30-year rates below 6%, improved buying conditions, sticky home prices (15:22, 16:30)

Tech sector (MAG7) valuation shifts – Low valuations vs. defensive sectors, potential buying opportunities (18:13, 21:20, 28:37)

Market technicals & behavioral insights – S&P 500 moving average contraction, disciplined investing, long-term perspective (22:33, 25:25)

Tax planning & IRS tools – Withholding estimator, biannual review, avoiding penalties (31:46, 33:15)

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105

https://www.jessupwealthmanagement.com/

Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link:

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Show Notes:

Post from Gunjan Banerji on February 11th: https://x.com/GunjanJS/status/2021621102540476665?s=20

Post on X from Unusual Whales and Trendspider on February 2nd: https://x.com/trendspider/status/2018321929133085044?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post on X from Ryan Detrick on February 1st: https://x.com/ryandetrick/status/2018162240344490198?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Info from Amanda Orson on X: https://x.com/amandaorson/status/2010035644127670660?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Inflation Update: January inflation cooled to 2.4%, easing concerns about persistent price pressures.

Earnings Volatility: Largest post-earnings stock swings since 2012, highlighting a more reactive market environment.

Stock Selection Strategy: Focus on price strength and sector leadership over narratives and headlines.

Analyst Forecast Skepticism: Caution around bold price targets and hype-driven projections.

Volatility as Opportunity: Spikes in fear indicators have historically created buying opportunities.

Credit Card Rate Cap Proposal: A 10% cap could restrict credit access and disrupt risk-based lending.

Impact on Rewards & Lenders: Potential reduction in credit card perks and profitability pressures for issuers.

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link:

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Show Notes:

Post on X from Wall St. Wingman on 2/9: https://x.com/WallStWingman/status/2020898540608741392?s=20

Post on X from Mike Silva on: 2/9 https://x.com/mikepsilva/status/2020968911827763445?s=20

338 Topics:

Market Volatility: Mixed market returns with S&P 500 up 1.4% year-to-date; NASDAQ down 0.8%.

Jobs Report: January payrolls increased by 130,000; unemployment dropped to 4.3%, with slowest job growth in two decades.

Trucking Volumes Rise: Spot rates climbed $0.61/mile; volumes hit multi-year high, signaling robust economic strength.

Inflation Insights: Real-time inflation shows sub-1% annual rate, suggesting potential for more aggressive Fed rate cuts.

Tech CapEx Surge: Mega tech firms plan $200 billion in AI infrastructure spending, betting on long-term growth.

Broader Market Strength: Non-tech sectors support market stability amid outperformance from transportation stocks.

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link:https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)#337 Topics:* Consumer Staples Surge: Record inflows into consumer staples due to attractive dividend yields above 4%, despite modest earnings growth expectations. * Housing Affordability Crisis: Median age for first-time homebuyers hit 40, with buyers waiting 47% of their life to afford homes. * Stronger Household Finances: Household net worth increased by $66 trillion; debt-to-asset ratios remain low, aiding resilience against downturns. * February Market Activity: Key dates include CPI inflation print on February 11 and Nvidia earnings on February 25; expect volatility in midterm election year. * January Barometer Insight: Positive January for S&P historically leads to 12.2% average annual return; January 2024 had favorable outcomes.

Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

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· Post-pandemic travel spending surge - travelers prioritizing experiences over luxury goods (22:12)

· Younger travelers spending more on travel despite financial pressures (17:49)

· Rising luxury travel costs, including €2,000/night hotels in Italy (23:42)

· Increase in multi-generational travel across life stages

· Long-term travel planning (5–10 years) integrated with financial planning (05:28)

· Early planning saves money vs. last-minute bookings, especially around holidays (10:52)

· Travel advisor value & compensation model (design fees + commissions) (25:21)

· Relationship-based personalization improves trip quality and reduces stress (14:53)

· Importance of travel insurance for high-cost trips and risk mitigation (18:54)

· Managing geopolitical risk & booking flexibility in unstable regions (29:27)

· Emerging and alternative destinations to avoid crowds and improve value (27:43)

https://www.huffmantravel.com/team/andre-lauren-tony

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105

https://www.jessupwealthmanagement.com/

Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes:

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link:

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335 Topics:

Earnings Growth: Goldman Sachs sees 7% EPS growth for Q4 2025; double-digit growth expected in all 2026 quarters.
Interest Rates: Current fed funds rate at 3.62%; 65% chance of a rate cut by June, likely two cuts by year-end.
Investment Risks: Illiquidity in private investments risks trapping capital; only 20% of private investments succeed long-term.
Financial Planning: Estate planning essential for all; consider healthcare directives and financial powers of attorney.
Investor Behavior: Market returns fluctuate; focus on long-term fundamentals and avoid emotional responses to market news.
Post on X from Ryan Detrick on 1/5/26 - https://x.com/RyanDetrick/status/2008223219913036143/photo/1
Blog Post from Nick Maggiulli on November 18th of 2025 titled “The one thing my worst investments had in common” - https://ofdollarsanddata.com/the-one-thing-my-worst-investments-had-in-common/
https://x.com/amandaorson/status/2010035644127670660?

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

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Show Notes:

o https://x.com/ryandetrick/status/2009368981023412471?

o https://x.com/subutrade/status/2009399104686752010?

Substack post from Duality Research on January 5th titled “Bullish, With Eyes Wide Open” - https://dualityresearch.substack.com/p/bullish-with-eyes-wide-open

Post on X from TheMarketStats on 12/5/25: https://x.com/themarketstats/status/1996970098666373405?

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Market performance & interest rate outlook – 03:40

Federal Reserve rate cut expectations & jobs report impact – 09:55

Government shutdown risk (Feb 2026) – 12:50

Supreme Court rulings on tariffs & Fed authority – 14:00

Fed Chair transition & political influence on policy – 15:30

Rate cut expectations vs. Wall Street consensus – 17:50

USMCA trade review & supply chain impacts – 18:45

Auto tax incentives & consumer stimulus – 20:45

2026 midterm election risks – 22:40

AI infrastructure & data center investment – 25:50

Community resistance to data centers – 28:40

Energy demand, grid upgrades & nuclear – 30:10

Defense spending & aerospace opportunities – 31:50

Supply chain resilience & nearshoring – 32:50

M&A activity outlook – 33:15

Bond market volatility & safe-haven assets – 34:50

Earnings growth expectations for 2026 – 35:40

K-shaped consumer spending trends – 36:40

China–Taiwan geopolitical risk – 39:30

Market technicals & compression signal – 41:50

2025 asset class performance review – 44:30

Dollar strength & international investing risks – 46:00

Earnings season timeline & volatility – 49:50

Visa & MasterCard as consumer spending indicators – 51:40

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332 Topics:

Show Notes:

Article from Rocky White with Schaeffers Investment Research -https://www.schaeffersresearch.com/content/analysis/2025/11/18/buying-netflix-10-for-1-stock-split-expect-underperformance

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331 Topics:

Firm Growth & NavX Realty Overview (06:10)

Interest Rates & Market Impact (12:00)

Down Payments & First-Time Buyer Access (16:30)

Regional Housing Trends & Buyer Preferences (19:15)

Seller Strategies & Value-Boosting Improvements (25:20)

Younger Buyers & Equity-Building Strategies (30:00)

Agent Education & Client Support (30:15)

Downsizing & “Lateral Move” Challenges (35:00)

Timing the Market vs. Smart Decision-Making (39:50)

2026 Market Outlook & Final Thoughts (41:30 – 42:50)

https://peeblesgrp.com/

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Show Notes:

New Contribution Limits for Retirement Plans & Other Retirement Plan Changes for 2026

https://www.plancorp.com/blog/new-contribution-limits

330 Topics:

Impact of Top Market Days: Missing the 10 best market days since 1928 could lead to a 21% loss on gains.
Fed Interest Rates: Fed cut rates to 3.5%-3.75% with $40B monthly liquidity infusion to boost the economy.
Tech Sector Volatility: NASDAQ 100 has seen five down years since 1995, highlighting the need for diverse portfolios.
Wage Growth Trends: Wage growth normalizing at 3%-4%, aiding inflation control and reducing recession risk moving forward.
Retirement Contribution Limits: 401(k) contribution limits rise to $24,500 in 2026, with Roth options for high earners mandated.

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329 topics:

Mixed Economic Signals: November ADP report shows 32,000 private sector job losses; 88.8% chance of 25 basis point rate cut on December 10.
Fed Policy Shift: End of quantitative tightening expected to boost liquidity; potential for multi-year market upswing and lower interest rates.
Japan’s Yield Rise: 10-year bond yield hit 1.9%, reflecting normalization; Japan increased US Treasury holdings by $130 billion this year.
Trump Savings Accounts: New tax-advantaged accounts aim for flexible saving options for various financial goals; details to follow.
Cautious Optimism: Historical data suggests market gains post-Fed rate cuts; current inflation at 2.32%, signaling normalization and supportive liquidity.

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Show Notes:

Market Mixed Yet Strong: Major indexes showed short-term declines; S&P 500 up 14% year-to-date despite 2% monthly dip.
Fed Rate Cut Expectations: December cut probability rose to 84.7% after stronger jobs data, influencing investor sentiment significantly.
Insider Confidence Amid Fear: Extreme fear levels noted; insider buying at fastest pace since May indicates belief in undervalued stocks.
Solid Earnings Support Valuations: S&P 500's P/E steady at 24.5, with projected earnings growth backing current price levels for 2023 and 2024.
Money Supply Concerns: 50% money supply increase complicates valuations, prompting reconsideration of traditional P/E thresholds amid liquidity.
Positive Seasonal Trends: Thanksgiving week's median return of 7.6% supports potential short-term market strength despite recent volatility.

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327 Topics:

Market Overview: U.S. stock indices face mixed monthly declines; year-to-date gains show market resilience.
Nvidia Earnings Impact: Strong Q3 results boost investor confidence; shares rise 5% in premarket after earnings announcement.
Berkshire Investment Shift: Buffett invests in Google, signaling confidence in tech and AI despite previous value-oriented strategies.
S&P 500 Performance Insight: Equal-weighted indices outperform traditional metrics, highlighting potential sector rotation for winter months.
Housing Affordability Issues: Median home prices near $420,000; mortgage payments consume 47% of median income, delaying homeownership.
Waymo Growth in Autonomy: Waymo records 1 million driverless rides monthly, demonstrating increased consumer adoption of autonomous technology.

Show Notes:

Berkshire Buys 17.8M Share of $GOOGL

https://x.com/amitisinvesting/status/1989779215156215956?s=20

X Post @SethCL Seth Golden Nov 13, 2025

https://x.com/SethCL/status/1988951591668359410?s=20

Charlie Bilello’s “Week in Charts” – 11/13/25

https://bilello.blog/2025/the-week-in-charts-11-13-25?

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Show Notes:

Cash is still pouring into money market funds…

https://x.com/MikeZaccardi/status/1984585372366750138

S&P 500 Index vs. S&P 500 Equal Weight…

https://x.com/dailychartbook/status/1985380197089370155

A Fed Cut in December?

Source: Briefing.com “The Big Picture”

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Tech Performance YTD

Source: X Post from The Trading Initiative on 11/3

https://x.com/howtoswingtrade/status/1985521724297761236

Don’t Mix Politics And Investing

Source: X Post from Ryan Detrick

https://x.com/RyanDetrick/status/1985356620168106074

#325 Topics:

$7.5T in cash sits in money markets — fuel for future gains once rates fall below 3%.
Market concentration peaks — S&P 500 cap-weighted index beats equal-weighted by 13%, signaling opportunity in overlooked large-caps.
Fed uncertainty grows — odds of a December rate cut drop from 90% to 65% after Powell’s comments.
AI drives tech rally — strong earnings and spending power gains, but a 20%+ correction looms when AI growth slows.
Cautious sentiment lingers — investors hesitate despite market highs, risking missed opportunities.

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Show Notes:

Neil Sethi’s note from Citadel’s Rubner

https://x.com/neilksethi/status/1982421954809520252

S&P Strength Before a Rate Cut?

Source: X Post from Ryan Detrick on 10/29/25

https://x.com/RyanDetrick/status/1983534425653625333

Delinquencies Increasing

Source: X Post from Mike Zaccardi on 10/29/25, Research from Goldman Sachs

https://x.com/MikeZaccardi/status/1983533436464927167

Update on the Housing Market

Source: Research from Charlie Bilello on 10/29/25

https://bilello.blog/2025/the-week-in-charts-10-29-25?

Changes to Social Security in 2026 By: Donna Levalley on 10/27/2025

https://www.kiplinger.com/retirement/social-security/changes-coming-to-social-security-in-2026

324 Topics:

· Small caps’ rise to double digits after lengthy underperformance

· Fed Rate Cuts and Market Sentiment

· NASDAQ and AI Momentum Outlook

· Credit Delinquencies and Consumer Segments

· Highlighting the strongest home buyer’s market in the U.S., sellers outnumbering buyers by 130%

· Social Security Updates for 2026

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Show Notes:

Blog Post from Ryan Detrick at Carson Investment Research titled “The Bull Market Turns 3” - https://www.carsongroup.com/insights/blog/the-bull-market-turns-three/

Post on X by SubuTrade on 9/11/25 - https://x.com/SubuTrade/status/1966234375256944823

Blog Post from Ben Carson “ Why I Don’t Own Any Gold” https://awealthofcommonsense.com/2025/10/why-i-dont-own-any-gold/

Tweet by Josh Young “AI adoption vs the internet” 10-12-25

https://x.com/Josh_Young_1/status/1977418333042733146

Truflation X Post https://x.com/truflation/status/1979218002500255777

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Show Notes:

Post on X from SubuTrade on 10.11.25 - https://x.com/subutrade/status/1977072437092401521?

Blog Post from Ryan Detrick on 10/1/2025 - https://www.carsongroup.com/insights/blog/a-quarter-for-the-history-books-now-what-2/

Post on X from Michael Nauss, CMT on 9/13/25 - https://x.com/MichaelNaussCMT/status/1966286121782096094

General Earnings Expectations

Source: Research from FactSet on 10/14/25

https://x.com/FactSet/status/1978222809215045765

https://insight.factset.com/sp-500-will-likely-report-earnings-growth-above-13-for-q3

Earnings Expectations by Sector

Source: Briefing.com Research on 10/10/25

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Small Cap Earnings Growth

Source: BofA Research, X Post from Mike Zaccardi on 10/4,

https://x.com/MikeZaccardi/status/1974458481399710141

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Show Notes:

Blog Post from Ryan Detrick titled “Lets Talk About A Government Shutdown” on 9.16.25 - https://www.carsongroup.com/insights/blog/lets-talk-about-a-government-shutdown/

Blog Post from JC Parets titled “Here’s The Bear Case” on 10.2.25 - https://trendlabs.com/heres-the-bear-case/

Foreigners Snap Up US Stocks

Source: Bloomberg 9/26

https://www.bloomberg.com/news/articles/2025-09-26/foreigners-are-buying-us-stocks-at-record-pace-despite-trade-war?

A Little History on Government Shutdowns

Source: Bloomberg 9/30

https://www.bloomberg.com/news/articles/2025-09-30/dollar-weakness-is-a-common-feature-of-government-shutdowns?

Will vs Trust: Which is Right for Your Estate Plan?

https://www.plancorp.com/blog/will-vs-trust

#321 Topics:

Government Shutdowns and Market Performance

Consumer discretionary outperformance versus staples reflects healthy economic leadership and a robust consumer-driven market

Joel Tillinghast’s quote on the best investors’ ability to change their minds underscores the importance of flexibility in investing

Foreign investors’ ownership of US stocks reached all-time highs despite tariff talk

Estate Planning: Wills vs. Trusts

This week we will be joined by Cory Earl, President & Publisher of the Dayton Business Journal.

With over a decade of leadership in Dayton’s business community, Cory brings unique insights into the current state of the Dayton economy, the industries driving growth, and the challenges and opportunities shaping our region’s future.

Tune in to hear Cory’s perspective on how the DBJ supports local business, what’s fueling Dayton’s momentum, and where we go from here.

https://app.precisefp.com/w/r37knl

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

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Show Notes:

Post on X from Alfonso De Pablos, CMT on 9.18.25 - https://x.com/AlfCharts/status/1968785798053925196

Post on X from Rob Anderson on 9.15.25 - https://x.com/_rob_anderson/status/1967631583059591615

Post on X from NullCharts on 9.16.25 - https://x.com/nullcharts/status/1968015060741292360

319 topics:

NASDAQ Overbought Conditions Reaching Historical Extremes
Small Cap Renaissance Following Federal Reserve Policy Shift
Seasonal Strength Pattern Expected October Mid-Month
Through Year-End based on historical trading day analysis
Technology Sector & Bubble Comparison Analysis
Qualified Charitable Distribution (QCD) Strategy Implementation for tax-efficient charitable giving in 2025 tax year

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Show Notes:

Data point from a Carson Group Blog post on 9.2.25 - https://www.carsongroup.com/insights/blog/here-comes-the-worst-month-of-the-year-2/

Post on X from Nate O’Brien on 8.28.25 - https://x.com/nateobrienn/status/1961071008221204958

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#317 topics:

Economic Data & Inflation
Market breadth held up well during April 2024 market lows, indicating broad participation rather than narrow leadership
Jobs Report Revision
Current bull market and indications that the current cycle has room to run
'Sell in May and go away' strategy would have missed 17% S&P 500 gain this year

#316 topics:

September Historically Weak

Current market positioning: No significant pullback since April lows, creating potential opportunity for buyers during September weakness.
Contrarian perspective: Excessive focus on September weakness in media might indicate potential for better-than-expected performance.

Currency and International Markets

Dollar weakness driving international outperformance
Concerns about international markets' ability to maintain outperformance due to shorter work weeks and slower growth rates compared to US.

Housing Market Dynamics

Supply-demand imbalance: Redfin data shows 508,000 more home sellers than buyers in June 2024.
Despite higher mortgage rates, household debt service remains below historical norms.
Oversupply of sellers versus buyers suggests potential downward pressure on home prices.

Federal Reserve Policy Shift

Fed adopted new approach removing 2% average inflation target reference and focusing on employment shortfalls.

AI Job Displacement Concerns

Historical analysis shows technological advances have created 6 billion jobs despite continuous industry disruption.

Show Notes:

Post on X by Ryan Detrick at Carson Investment Research on 8.29 - https://x.com/RyanDetrick/status/1961495356287463555

blog post from Jeff Hirsch on 8.27 - https://jeffhirsch.tumblr.com/post/793063284503953408/bears-have-been-running-wild-in-september-since

Blog post from Taylor Schulte on 8.28 titled “6 Favorite Investing Charts - https://taylor-schulte.kit.com/posts/the-best-investing-charts-august-2025

Blog Post from Seth Klarman on 8.25. titled “Job Churn” - https://seths.blog/2025/08/job-churn/

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link:

https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

Post on X from Frank Cappelleri on 8/11 - https://x.com/FrankCappelleri/status/1954978003668078791

Post on X from Jay Kaeppel on 8.15 - https://x.com/jaykaeppel/status/1956367983506305188

Democratizing Access to Alternative Assets For 401(k) Investors

https://www.whitehouse.gov/presidential-actions/2025/08/democratizing-access-to-alternative-assets-for-401k-investors/

315 topics:

Warning against chasing 'the next big thing'
Consumer confidence data indicating bullish implications
Berkshire Hathaway's cash position analysis
New homes cheaper than existing homes for the first time ever.
Donald Trump's Executive Order allowing alternative investments in 401(k) plans.

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link:

https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage (https://urldefense.com/v3/__https:/lifelock.norton.com/offers?expid=LLONEYEAR&promocode=20JSPW24&VENDORID=20_JESSUPWM&om_ext_cid=ext_partner_*20JSPW24_Productpage__;JSUl!!FJHKqY2EgyjjgA!UmxRrej-KHNYvLy1umC7Upk_8JzAxsXzYMcZlbyigWCTvox6giG0XTCjKHvr0jPwcqB1nAkvtPSkwhSj4lD4Uv9u4rrmMwMYi78h95L8$)

Show Notes:

Post on X from Mike Zaccardi on 8.13 - https://x.com/MikeZaccardi/status/1955722314433126899

Post on X from Jay Kaeppel on 8/11 - https://x.com/jaykaeppel/status/1954864380828361192?

s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post from Jeff Hirsch on 8.20 that shows the historical seasonality of the VIX from 1990-2024 - https://jeffhirsch.tumblr.com/post/792429184710557696/volatility-low-in-vix-historically-rises-to-an

Article from Health System Tracker by Jared Ortaliza, Matt McGough and Kaitlyn VU titled “How much and why ACA Marketplace premiums are going up in 2026” back on 8/6 - https://www.healthsystemtracker.org/brief/how-much-and-why-aca-marketplace-premiums-are-going-up-in-2026/

314 Topics

Matt's criticism of valuation metrics
Bond performance in rate-cutting environment
XRT Retail ETF notable performance contradicting predictions of supply chain disruptions
VIX typically reaches annual lows in late July and peaks in October - normal seasonal weakness ahead
Credit Spread Analysis
FedEx stock price historically leads world trade volumes
US business applications surging
Healthcare Premium Increases
Rate cutting pace preference – the slower pace of cuts is historically better for risk assets

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link:

https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode=JSPW24&VENDORID=_JESSUPWM&om_ext_cid=ext_partner_JSPW24_Productpage

A few episodes back, Matt and Mark discussed how market forecasts and predictions can mislead investors and harm their mindset. The truth is, no one can say with certainty where the stock market will go. In fact, Mark joked that his 2-year-old daughter, Mia, has just as good a shot at predicting the market’s year-end 2025 performance as any professional. That led to a friendly bet—Mia would make her own forecast for the end of 2025. Here’s how it turned out.

Listen: https://www.jessupwealthmanagement.com/podcast

Watch: https://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQ

https://www.jessupwealthmanagement.com/disclosures-page

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_ProductpageShow Notes:Post on X from Seth Golden about semi-conductors on 8/7 - https://x.com/sethcl/status/1953469529784209878?Post on X from Rob Anderson using NDR Research on 8/1 - https://x.com/_rob_anderson/status/1951369353267413216Blog Post from Bespoke Investment Group “Tech Sector now 1/3rd of S&P” - https://www.bespokepremium.com/interactive/posts/think-big-blog/tech-sector-now-1-3rd-of-sp

Tax Questions on Roth IRA Conversions By Joy Taylorhttps://www.kiplinger.com/taxes/tax-law/ask-the-editor-august-8-tax-questions-on-roth-ira-conversions#313 Topics: SEMICONDUCTOR INDUSTRY * HEALTHSCARE SECTOR * THE GROWTH IN THE TECH SECTOR RELATIVE TO THE S&P 500 * STOCK BUYBACKS * SURVEY DATA * ROTH CONVERSIONS*

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!

312 Topics:

· July jobs report came in weaker than expected with higher unemployment rate

· Historical pattern suggests potential weakness in mid-to-late summer through mid-fall before Q4 rally.

· Tariff & Commodity News

· Data Center Energy Consumption

· Buy Now, Pay Later Trends

· Earnings Season Volatility

Show Notes:

Post on X from Jason Goepfert on 7.31.25 -

https://x.com/jasongoepfert/status/1950972585480745304?

Post on X from Nautilus Research on 7.7.25 with an update on the 4-year election cycle for the S&P 500 - https://x.com/NautilusCap/status/1942202402414743758

Post on X from Renaissance Macro Research on 7.30.25 - https://x.com/RenMacLLC/status/1950646263969632257

Data Center Energy Usage

Source: Zero Hedge X Post

https://x.com/matthewcjessup/status/1949884142583267793

Missed Payments Rising

Source: The Kobeissi Letter X Post

https://x.com/KobeissiLetter/status/1949476483346350323

Strong Earnings Reactions

Source: Mike Zaccardi X Post, BOFA

https://x.com/MikeZaccardi/status/1952349009378431434

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!

Show Notes:

Post on X from Ryan Detrick on 7.27.25 - https://x.com/ryandetrick/status/1949507848834068507?

Post on X from John Kicklighter on 7.18.25 - https://x.com/JohnKicklighter/status/1946302639299342555

Big Week for Market – What We Know Thus Far

Sources: Bloomberg

https://www.bloomberg.com/news/articles/2025-07-27/a-data-deluge-brings-a-moment-of-truth-for-markets-this-week?

Credit Cards & Car Payments

Source: Bloomberg, VantageScore

https://www.bloomberg.com/news/articles/2025-07-29/credit-cards-car-loans-see-defaults-from-high-earners-in-hit-to-economy?srnd=homepage-americas&sref=KaV2wJ0v

Historical Stock Market Returns … Accounting for Inflation

Source: Charlie Bilello

https://bilello.blog/2025/triumph-of-the-optimists?

Worried About Your Retirement Income? Four Questions to Ask Yourself, From a Financial Planner By Tony Drake

https://www.kiplinger.com/retirement/retirement-planning/worried-about-your-retirement-income-questions-to-ask-yourself

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!

Show Notes:

Existing Home Sales

Sources: Bloomberg, TradingEconomics.com

https://www.bloomberg.com/news/articles/2025-07-23/us-existing-home-sales-fall-to-nine-month-low-on-record-prices?

Median Income Needed for Home Purchase

Source: Charlie Bilello, “The Week in Charts”

https://bilello.blog/2025/the-week-in-charts-7-23-25?

A Change of the Fed Chair – What Does it Mean?

Sources: Briefing.com, “The Big Picture”, FederalReserve.gov

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

https://www.federalreserve.gov/aboutthefed.htm

310 topics:

American consumer demonstrates strength despite bearish predictions
Home prices continued growing, highlighting affordability challenges
Q2 Earnings- Majority of companies exceeding estimates
Trade Deals & Tariff Analysis - Finalized Japan trade deal
Market tariff sensitivity is declining
Healthcare Sector Analysis
Federal Reserve Structure & Independence

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!

Show Notes:

Post on X from Nautilus Research on 7.7.25 - https://x.com/NautilusCap/status/1942202402414743758

Blog post from Ben Carlson titled “Not all stocks Recover Their Losses” on 5.30.25 - https://awealthofcommonsense.com/2025/05/not-all-stocks-recover-their-losses/

Today's topics:

· Current election year performance tracking seasonal patterns

· Individual Stock Performance Research

· Market Cycle Positioning

· Tariff Policy Updates

· Real Estate Market Concerns

· Genius Act passed with significant provisions to Stablecoin Legislation

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!

Show Notes:

Post on X from Ryan Detrick on July 1st - https://x.com/ryandetrick/status/1940124991451979924?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Another post on X from Ryan Detrick on July 2nd - https://x.com/ryandetrick/status/1940517433443586194?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Important “One Big Beautiful Bill” provisions – From “The Tax Advisor” website by Alistair Nevius, J.D. on 6.29.25 - https://www.thetaxadviser.com/news/2025/jun/details-of-tax-changes-in-senate-reconciliation-bill/

Episode 308 Topics:

June Jobs Report: US added 147,000 jobs - beating expectations
Historical Performance Data: S&P 500 gained >10% in Q2
Rare Market Pattern
Fed Rate Cut Probability
Hitting All-Time Highs Historical Data - markets typically continue higher
Tax Legislation Analysis of Trump Administration Bill

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!

Show Notes:

· US airstrikes on Iran resulted in stocks rising 1% while crude oil fell 9%

· Markets climbing a ‘wall of worry’ despite geopolitical risks

· Currency impact on multinationals explained

· Rare market recovery pattern showing S&P 500 rallying from -18%

· NASDAQ QQQ golden cross formed for first time since March 2023

· Small Cap vs Large Cap Analysis

· Future Economic Scenarios and Fed Policy

Get ready for a special episode as Mark McEvily takes the mic live from a recent investment conference where he led a high-powered panel discussion on the 2025 market outlook.

On the Panel: Scott Martin, CIO of Kingsview Partners, and Travis Upton, CEO & Partner of The Joseph Group

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out https://app.precisefp.com/w/r37knl that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!

Show Notes:

Chart from Ryan Detrick on 6/9/2025
Post on X from Subu Trade on 6.6.25 - https://x.com/SubuTrade/status/1931079652103340268
Barron’s magazine cover for June
Markets return difference between during the trading day vs. overnight…
Update on the US Dollar…
One final stat from Bespoke…

Episode Summary:

Show Notes

We welcome Jeremy DeBenedictis, President of Alterra, and Ross Eisenberg, President of America’s Plastic Makers at the American Chemistry Council.

We’re diving into a topic that impacts nearly every aspect of modern life — plastics. From the packaging that protects our food to the components in our vehicles, medical equipment, and technology, plastics play a vital role in the American economy and our daily routines

Learn More:

https://www.alterra360.com/

https://www.linkedin.com/company/alterraenergy/

@AlterraEnergy on X

https://plasticmakers.org/

@eisenberg_ross on X

linkedin.com/in/ross-eisenberg-acc

Show Notes:

Post on X from Subu Trade on 5.13.25 - https://x.com/SubuTrade/status/1922325201313816774

Post on X from Willie Delwiche on 5.13.25 - https://x.com/WillieDelwiche/status/1922255070084694318

No Taxes On Tips, Overtime, And Social Security? Not Exactly.

By: Kelly Phillips published on May 15th, 2025

https://www.forbes.com/sites/kellyphillipserb/2025/05/15/no-taxes-on-tips-overtime-and-social-security-not-exactly/?ss=retirement

GIVEAWAY!

Show Notes:

Positive Earnings With a Tariff Divide

Source: Charlie Bilello Research from 5/6/25

https://bilello.blog/2025/the-week-in-charts-5-6-25?

Source: Bloomberg Article on 5/6

https://www.bloomberg.com/graphics/2025-china-ship-cost-in-tariffs-trade-war/?

Goldman Says Bear Market Rallies Are the Norm

Source: Bloomberg article on 5/6/25

https://www.bloomberg.com/news/articles/2025-05-06/goldman-says-bear-market-rallies-are-norm-as-pain-trade-thriving?

Show Notes:

X post by @isabelnet_sa on April 25, 2025

https://x.com/ISABELNET_SA/status/1915689168627175907

Xpost by bespoke investments

https://x.com/bespokeinvest/status/1915408647955337498

X post by Subu Trade 4/24

https://x.com/SubuTrade/status/1915444909500207391

Some Considerations for Key Labor Market Data

The Big Picture, Briefing.com

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

China Factory Activity Part 1

Source: X post from Bloomberg’s Joe Weisenthal

https://x.com/TheStalwart/status/1917512306906312805

China Factory Activity Part 2

Source: X Post from Andreas Steno Larsen, CIO of Steno Global Macro Fund

https://x.com/AndreasSteno/status/1917456410192863620

Get answers quickly:

How is the American Consumer?

How is the American Dollar?

How are US Treasuries?

How is the Housing Market?

Show Notes:

Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?

Show Notes:

Our first episode with JC, recorded on 3.4.2021:

https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-episode-87-interview-with-guest-co-host-jc-parets/

Show Notes:

https://youtu.be/FZMv4pNqAmo

Show Notes:

Hard vs Soft Data Explained

Source: Briefing.com Big Picture 3/28/25

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Show Notes:

Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714?

Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/

BofA Fund Managers Survey, Rotation out of Stocks?

X Post from D’Elia Capital on 3/19

https://x.com/deliacapital/status/1902354170247573609

Breakdown of US Households

Bloomberg Article on 3/26, Half of American Households Hold 97.5% of the National Wealth

https://www.bloomberg.com/news/articles/2025-03-26/half-of-american-households-hold-97-5-of-the-national-wealth?

Article from Christine Benz at Morningstar on 3.16.25 titled “Should You Pay Off Your Mortgage Early or Invest?” - https://www.morningstar.com/personal-finance/pay-down-mortgage-or-invest-2024-edition

Show Notes:

Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786?

Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893?

Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R

shownotes:

Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951?

Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890?

Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337?

Post on X from the Daily Chartbook on March 4th - https://x.com/dailychartbook/status/1896878287609344270?

Post on X from Charlie Bilello on March 3rd - https://x.com/charliebilello/status/1896673142384492848

Recap on Recent Driving Forces in the Market

Source: Briefing.com’s “The Big Picture” released 3/7/25

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Reminder Market Corrections are Normal

Source: Charlie Bilello Research on 3/11/25

https://bilello.blog/2025/the-week-in-charts-3-11-25?

We know fear is heightened right now. Hold tight to the data, research and what history's patterns tell us.

When the stock market rattles you, lean on your advisors.

stocks #stockmarket #investing #economy #fear

https://youtu.be/aSFwiDiMvVw

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes: For charts, please visit our YouTube Channel

https://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQ

Show Notes:

Bloomberg Article on 2/20

https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?cmpid=eveus&utm_medium=email&utm_source=newsletter&utm_term=250221&utm_campaign=eveus&sref=KaV2wJ0v

X post from Coiled Spring Capital on 2/26

https://x.com/coiledspringcap/status/1894754608930803939

X post from The Trading Initiative on 2/25

https://x.com/howtoswingtrade/status/1894554821069242613

Show Notes:

Tweet from David Zarling on 2/3/25 https://x.com/AdaptivCharts/status/1886509803528446131/photo/1

Tweet from Evan SS6 on 1.30.25 - https://x.com/Evan_ss6/status/1884999500130893916

Post on X from Aurelius on 1.15.25 - https://x.com/aureliusltd28/status/1879524511957352781?

Blog post from Mike Piper on 2.10.25 discussing Roth vs Tax-Deferred contributions

Show Notes:

Blog Post from Ryan Detrick on 1/31/25 titled “As Goes January, So Goes the Year? The Bulls Hope So.” - https://www.carsongroup.com/insights/blog/as-goes-january-so-goes-the-year-the-bulls-hope-so-2/

Post on X from Ryan Detrick on 1.23.25 - https://x.com/RyanDetrick/status/1882540160124072082

Post on X from Seth Golden on 1.19.25 - https://x.com/sethcl/status/1880987140643057861?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Show Notes Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes:

https://x.com/chamath/status/1873144394100187263?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

https://x.com/mikezaccardi/status/1873096140364890515?

https://x.com/mikezaccardi/status/1875908291093823587?

https://ofdollarsanddata.com/rent-vs-buy-calculator/

Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes:

https://www.linkedin.com/in/r%C3%A9gulo-alfonso-depablos-9159821ab

@alfcharts

https://www.stockmarkettv.com/alfonsos-daily-note

Show Notes:

Blog post from Adam Turnquist on 1/2/25 titled “Santa Claus Rally in Jeopardy - https://www.lpl.com/research/blog/santa-claus-rally-in-jeopardy.html?

Tweet from Ryan Detrick on 12/31/24 - https://x.com/ryandetrick/status/1874127859624861918?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Article from ThinkAdvisor by David Blanchett titled “How Retirement Age & Social Security Claiming Age are Related” with commentary from Kitces.com on 12.16.24 - https://www.thinkadvisor.com/2024/12/16/how-retirement-age-and-social-security-claiming-age-are-related/

Tweet from Charlie Bilello on 12.19.24 - https://x.com/charliebilello/status/1869731498439647290?

The IRS Is Sending up to $1,400 to One Million People: Are You Eligible? By Kelley Taylor https://www.kiplinger.com/taxes/irs-sending-payments-to-one-million-people

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

Tweet from Jason Goepfert on 12.18.24 - https://x.com/jasongoepfert/status/1869490448374649331?

Article written on Schaeffer’s Investment Research titled “What the Latest Dow Shakeup Could Mean” by Rocky White back on 11/5 - https://www.schaeffersresearch.com/content/analysis/2024/11/05/what-the-latest-dow-shakeup-could-mean?

Article written by Jason Zweig in the WSJ on 9/20/24 titled “Solving the Mystery of an Investment That’s Too Good to Be True” - https://www.wsj.com/finance/investing/yield-term-deposits-paul-regan-8042122d

Blog post from Ben Carlson titled “The 4 Types of Investment Mistakes

“ - https://awealthofcommonsense.com/2024/12/the-4-types-of-investment-mistakes/

Review of S&P Earnings Growth over 10 Years

Source: FactSet Research from 12/13/24, https://x.com/FactSet/status/1867645942377120055

Research from Mohamed A. El-Erian on 12/18/24,

•https://x.com/elerianm/status/1869504011931472152

•https://www.bloomberg.com/opinion/articles/2024-12-16/the-fed-faces-an-important-choice-after-this-rate-cut?

Show Notes:

https://x.com/nickgerli1/status/1865160521428750756

https://x.com/nickgerli1/status/1865162039842513110

Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/

Charlie Bilello’s 7 Lessons from 2024 (12/10/24)

https://bilello.blog/2024/7-lessons-from-2024?

Show Notes:

Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog/what-happens-after-back-to-back-20-gains/?

Mark Item #3 – Post on X from Jesse Felder on 11.19.24 - https://x.com/jessefelder/status/1858922638942630161?

Financial Planning Topic of the week – Scared To Spend? (You’re Not Alone) By Fritz Gilbert 11/21/2024 -

https://www.theretirementmanifesto.com/scared-to-spend-youre-not-alone/

Show Notes:

Article from Adam Turnquist, Chief Technical Strategist at LPL on 11/14 titled “The Dollar Reaches a Potential Inflection Point” - https://www.lpl.com/research/blog/the-dollar-reaches-a-potential-inflection-point.html?

Article from Bespoke titled “The Day After…2016 Redux” - https://www.bespokepremium.com/interactive/posts/think-big-blog/the-day-after-2016-redux?

Tweet from Mike Zaccardi - https://x.com/mikezaccardi/status/1854498774388773175?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

Article from the WSJ on 11/11 titled “Does Warren Buffett know Something That We Don’t” -

https://www.wsj.com/finance/investing/does-warren-buffett-know-something-that-we-dont-48fabc9d?st=b7TGaL

X Post from Alfonso De Pablos, CMT on 11/7/24 - https://x.com/AlfCharts/status/1854622839778722100?

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

Show Notes:

2024 vs 2025 Tax Brackets: Married Filing Jointly

https://www.nerdwallet.com/article/taxes/federal-income-tax-brackets

Show Notes:

https://x.com/SJD10304/status/1846302979147944358?

https://www.carsongroup.com/insights/blog/why-there-could-be-years-left-to-this-bull-market/?

https://www.bloomberg.com/news/articles/2024-10-21/s-p-500-s-decade-of-big-gains-is-over-goldman-strategists-say?

https://www.bloomberg.com/news/articles/2024-10-21/carson-block-says-close-your-eyes-and-buy-us-stocks-not-china-m2ikwagi?

This week, we welcomed a special guest, Chad Hooper. Chad is the owner and founder of Medicare4U LLC.

Show Notes:

https://www.carsongroup.com/insights/blog/six-things-to-know-about-rate-cuts/?

https://www.newsweek.com/florida-biggest-insurer-increase-rates-1935388

https://www.visualcapitalist.com/the-most-reliable-car-brands-according-to-consumer-reports/?

https://www.kitces.com/blog/social-security-sustainability-trust-fund-benefits-taxes-legislation-financial-planning/?

Tweet from Compounding Quality on 8.28.24 - https://x.com/qcompounding/status/1828734560659497205?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from Seth Golden on 8.18.24 - https://x.com/sethcl/status/1825185437452828877?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Show Notes:

Outlook for stocks after Fed rate cut: historically positive

Possibility of election year seasonal weakness

No recession expected; mid-cycle slowdown predicted

Consumer balance sheets in good shape

Bonds expected to rally with anticipated Fed rate cuts

Productivity surge in the U.S. economy- expected to support continued economic growth and a bull market

269 Topics:

Show Notes:

Show Notes:

X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwab

https://x.com/KevRGordon/status/1828042176057811051

X Post from Liz Young, Head of Investment Strategy at SoFi

https://x.com/LizThomasStrat/status/1828098863108128812

Research from 8/17/24

https://x.com/FactSet/status/1824935004943556922

https://x.com/FactSet/status/1824920409105457362

Show Notes:

Twitter: @MikeZaccardi

LinkedIn: @Mike Z.

Show Notes:

Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly?

Tweet from Brian G on Twitter - https://x.com/alphacharts/status/1821261266939510918?

US Wage Growth

X post from Charlie Bilello on 8/14

https://x.com/charliebilello/status/1823710733168996606

C-Suites mentioning “Recession” in earnings calls…

X Post from Ryan Detrick on 8/13/24

https://x.com/RyanDetrick/status/1823456221057228930

Financial Planning Topic of the week – Article from Dalvin Brown in the WSJ on 7.27.24 titled “Key to Happiness or Distrust? The Couples who itemize their monthly bills - https://www.wsj.com/personal-finance/these-happy-couples-arent-sharing-bank-accountstheyre-sharing-spreadsheets-c33c3b70

Show Notes:

Tweet from Ryan Detrick on 8.2.24 - https://x.com/RyanDetrick/status/1819476646589878465?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Friday%2C+August+2%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email

Tweet from Ryan Detrick on 8.6.24 - https://x.com/ryandetrick/status/1820678336277856286?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from Charlie Bilello on 8.5.24 - https://x.com/charliebilello/status/1820635769553506724?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Monday%2C+August+5%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email

Linked In Post from Campbell Harvey - https://www.linkedin.com/posts/camharvey_it-has-begun-over-the-last-year-i-have-activity-7225216764152868864-_nBb/?utm_source=share&utm_medium=member_ios

Show Notes:

https://www.ssa.gov/news/press/releases/2024/#7-2024-1

https://www.optimisticallie.com/p/rate-cuts-are-coming?

https://x.com/granthawkridge/status/1813374265686999061?

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

Show Notes:

X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/?

Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23

https://x.com/MichaelKantro/status/1815906361315566021

Tweet from Markets & Mayhem on 7/23

https://x.com/Mayhem4Markets/status/1815912732845052319

Show Notes

• Barchart - Potential Federal Reserve rate cut sometime in 2nd half of 2024

• Global Markets Investor - Recession in the future?

• Ben Carlson - Total Returns in the past 5 years

• Bespoke - Markets pricing a ZERO percent chance of NO rate cut by September

Tweet from Ryan Detrick on 6.28.24 - https://x.com/RyanDetrick/status/1806751672347095443?

Article by Emily Flitter at the NYT with commentary from Kitces.com titled “Why is car insurance so expensive?” - https://www.nytimes.com/2024/05/15/business/car-insurance-cost-inflation.html

Blog post from Adam Turnquist at LPL on 6.27.24 - https://www.lpl.com/research/blog/sneak-peek-into-second-half-seasonality-for-stocks.html?

Lot’s of equity consumers could tap if/when interest rates drop…

https://ritholtz.com/2024/06/weekend-reads-621/

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

Tweet from Ryan Detrick -

https://x.com/RyanDetrick/status/1798762012933231097?

Blog post by Ben Carlson titled “Roger Federer vs. The Stock Market”- https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

Article from Carl Swenlin on Stockcharts.com titled “Deja Dot.com Disaster?” on 6.20.24 - https://stockcharts.com/articles/decisionpoint/2024/06/deja-dotcom-disaster-405.html?

Chart from Adam Turnquist with LPL on 6.24.24 regarding seasonality of the volatility index - https://www.lpl.com/research/blog/how-low-can-volatility-go.html?

Graphic from a blog post from Ben Carlson on his blog “A Wealth of Common Sense” on 6.18.24 that shows the average annualized performance of companies before and after the first year they became one of the ten largest stocks in the US - https://awealthofcommonsense.com/2024/06/chasing-the-biggest-stocks/?

Blog post from Jim Blankenship, CFP titled “The Problem with naming your estate the beneficiary of your IRA” on 5.6.24 - https://financialducksinarow.com/4046/the-problem-with-naming-your-estate-the-beneficiary-of-your-ira/

Show Notes:

Tweet from David Cox, CMT, CFA on 6.14.24 - https://x.com/DavidCoxRJ/status/1801606503608013123?

Article from Allan Roth on Advisor Perspectives titled “Why Stock Buybacks Are Great For Investors” on 5/23/24 - https://www.advisorperspectives.com/articles/2024/05/23/why-stock-buybacks-great-for-clients-allan-roth

Tweet from Trend Spider on 6/5/24 - https://x.com/TrendSpider/status/1798557929119092829

For more on Portfolio Summits Visit: https://www.linkedin.com/company/portfolio-summits/

Show Notes:

Bloomberg article – Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Party

https://www.bloomberg.com/news/articles/2024-06-05/goldman-sees-wall-of-money-fueling-stock-market-s-summer-party?srnd=homepage-americas&sref=KaV2wJ0v

Charlie Bilello post from 6/5/24

https://x.com/charliebilello/status/1798184430126944732

Tweet from Hedgeeye on inflation

https://x.com/Hedgeye/status/1798435967579120063

Example of a “heat map” – this one is from the website www.finviz.com/map

Show Notes:

https://x.com/morganhousel/status/1793613842792247688?

https://x.com/RyanDetrick/status/1792587665507852436?

https://x.com/SJD10304/status/1791573839622861226?

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

The Resilience of the U.S. Economy

https://twitter.com/charliebilello/status/1793389802835865887

The Last of the Bears among Wall Street Strategist

https://www.bloomberg.com/news/articles/2024-05-20/morgan-stanley-s-wilson-capitulates-on-bearish-view-of-us-stocks?sref=KaV2wJ0v

https://www.bloomberg.com/news/articles/2024-05-20/jpmorgan-s-kolanovic-is-last-prominent-bear-as-mike-wilson-folds?sref=KaV2wJ0v

Why So Much Attention on NVDA?

https://x.com/charliebilello/status/1793383284585447560

https://x.com/charliebilello/status/1793384507887751185

https://x.com/charliebilello/status/1793386643828719688

Show Notes:

https://www.carsongroup.com/.../six-reasons-this-bull.../?

https://awealthofcommonsense.com/.../the-new-normal-in.../

https://twitter.com/TrendSpider/status/1783236887722999995?

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

https://twitter.com/charliebil.../status/1785442300186763671?

https://www.wsj.com/.../housing-affordability-taxes...

https://www.wsj.com/.../iphone-stolen-device-protection...

https://twitter.com/lisaabramo.../status/1787605462759739600

https://twitter.com/BruceZaro/status/1788299562266108300

https://twitter.com/KevRGordon/status/1788243372278505794

Show Notes:

The Independent Advisors podcast welcomed market strategist Callie Cox to discuss year-to-date market performance and her background in finance journalism. Callie emphasized storytelling through data analysis and key themes investors should monitor: income, assets, debt, and considering inflation's impact beyond headline numbers. Callie covered sentiment analysis and economic indicators shaping investment strategies, cautioning against fixating on short-term predictions or market outperformance.
Long-term wealth-building strategies were favored over reactionary decisions based on emotional responses to daily news. Addressing investing uncertainties, Callie advised separating emotions from portfolio decisions and analyzing real-time trends alongside government metrics like PCE reports for a comprehensive view of inflation dynamics. She recommended following her insights on Twitter (@Calliabost) for ongoing updates and invaluable perspectives on financial markets.

Show Notes:

• Blog post from Ryan Detrick “Volatility is the Toll We Pay to Invest”

• Article by Melanie Waddell of Think Advisor “T+1 starts in May. Are you ready?"

• Tweet from Matthew Miskin, Co-Chief Investment Strategist at JH Investments

• Article from Bloomberg on Diverging Opinions on another Pullback

Show Notes:

https://twitter.com/AndrewThrasher/status/1778057693908910553?

https://www.cnbc.com/2023/11/14/these-behavioral-traits-lead-to-greater-retirement-savings-study-finds.html?

https://parentdata.org/theres-no-secret-option-c/

Show Notes:

https://twitter.com/charliebilello/status/1776007989863817612?

https://twitter.com/TimmerFidelity/status/1775158918307512762?

https://www.thinkadvisor.com/2024/03/13/a-third-of-americans-are-not-happier-in-retirement-study/

Show Notes:

Jessup Wealth Management

https://twitter.com/Todd_Sohn/status/1772607791217135725?

https://www.carsongroup.com/.../why-a-strong-start-to.../?

https://twitter.com/jasongoepfert/status/1772252026165977279?

https://www.wsj.com/.../realtors-settlement-change-buy...

Show Notes:

Blog by Ryan Detrick “16 Charts to know this election year”. -

https://www.carsongroup.com/insights/blog/16-charts-and-tables-to-know-this-election-year/?

Blog by Darius Foroux “25 investing mistakes I made that you can easily avoid” - https://dariusforoux.com/investing-mistakes/?

Article by Allison Schrager - Why 401k’s may be going away? - https://www.wealthmanagement.com/retirement-planning/401ks-will-be-gone-within-decade

Blog by Ben Carlson - Are We Living in The Roaring 20s? -

https://awealthofcommonsense.com/2024/03/are-we-living-in-the-roaring-20s/

Article by Jan-Patrick Barnert and Michael Msika - https://www.bloomberg.com/news/articles/2024-03-27/pension-funds-seen-selling-32-billion-of-stock-into-quarter-end?

Article from Bloomberg, Housing-Bond Sales Hit 10-Year High as Mortgage Rates Stay Lofty -

https://www.bloomberg.com/news/articles/2024-03-27/housing-bond-sales-hit-10-year-high-as-mortgage-rates-stay-lofty?

Show Notes:

Tweet from Charlie Bilello -

https://lnkd.in/gpKJrm8A?

Tweet from Ben Carlson -

https://lnkd.in/gq2Fd89t?

Article written on FA Mag, Biden’s 2025 budget proposal if reelected -

https://lnkd.in/gdHf7REX

Show Notes:

Article from Adam Turnquist, “Who Do Markets Want to Win the Election” -

https://www.lpl.com/research/blog/who-do-markets-want-to-win-the-election.html?

Tweet from Unusual Whales -

https://twitter.com/unusual_whales/status/1765369742661910893?

Research from Charlie Bilello -

https://twitter.com/charliebilello/status/1767926346246689079

Tweet from Michael Kantro, Chief Investment Strategist -

https://twitter.com/MichaelKantro/status/1767996650297901198

Tweet from Brian G at Alpha Charts -

https://twitter.com/alphacharts/status/1768013302716604898

Show Notes:

Tweet from Wayne Whaley -

https://twitter.com/WayneWhaley1136/status/1761184949909004367?

Blog from Michael Batnick titled “Nothing is More Bullish than All-Time Highs” - https://theirrelevantinvestor.com/2024/02/03/nothing-is-more-bullish-than-all-time-highs/

Show Notes

Blog post from Ben Carlson titled “How often do bear markets occur?” -

https://awealthofcommonsense.com/2024/02/how-often-do-bear-markets-occur/?

Tweet from Jeremy Schwartz - https://twitter.com/JeremyDSchwartz/status/1760090109209129310?

Show Notes

Tweet from Equity Clock -

https://twitter.com/EquityClock/status/1757949750123340130?

Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1757896351038197914?

Tweet from a friend of the show, Seth Golden - https://twitter.com/sethcl/status/1753905094997766266?

Tweet from Matthew Miskin at John Hancock Investments -

https://twitter.com/matthew_miskin/status/1758092278059434119

Tweet from FactSet -

https://twitter.com/FactSet/status/1758947447076798764

Tweets from FactSet -

https://twitter.com/FactSet/status/1760037881937035740

Show Notes:

Blog Post from David Keller on http://stockcharts.com/ titled “Beware the Hindenburg Omen!” - https://stockcharts.com/articles/mindfulinvestor/2024/02/beware-the-hindenburg-omen-814.html?

Blog post by Jason Zweig “What I Learned When I stopped Watching the Stock Market” - https://www.wsj.com/finance/investing/what-i-learned-when-i-stopped-watching-the-stock-market-ccf8bd86?

Blog post by Austin Harrison “Almost Time for a Tech Breather”? - https://www.grindstoneintel.com/p/almost-time-for-a-tech-breather?

Inflation detail -

https://www.bloomberg.com/news/articles/2024-02-12/fed-officials-eye-broadening-disinflation-as-new-rate-cut-test?

Article from Bloomberg -

https://www.bloomberg.com/news/articles/2024-02-12/commercial-property-loans-coming-due-in-us-jump-to-929-billion?

Overweight the Magnificent Seven (BofA Fund Survey) -

https://www.bloomberg.com/news/articles/2024-02-13/bofa-survey-shows-investors-are-all-in-on-us-tech-stock-rally?

Check out this week's Show Note before episode 238 goes live!

Blog post from Rocky White from Schaeffer’s Investment Research -

https://www.schaeffersresearch.com/content/analysis/2024/01/31/january-barometer-bulls-should-buckle-up-for-2024?

Article by Christine Benz, “What’s Changing for Retirement in 2024? - https://www.morningstar.com/retirement/whats-changing-retirement-2024

Show Notes:

Tweet from Bespoke -

https://twitter.com/bespokeinvest/status/1750521267076137316?

Tweets from Ryan Detrick -

https://twitter.com/ryandetrick/status/1741200976495718747?

https://twitter.com/ryandetrick/status/1744189996079227296?

Financial Planning Topic of the Week -

https://www.plancorp.com/blog/401k-maxed-out-next-steps

Show Notes:

Tweet from Seth Golden -

https://twitter.com/sethcl/status/1745427989242806376?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from Franklin Templeton -

https://twitter.com/FTI_US/status/1745229093082190295

Tweet from Charlie Bilello -

https://twitter.com/charliebilello/status/1749448179181814159?

Checking in on Earnings Thus Far -

https://twitter.com/FactSet/status/1749572171221844032

Financial Planning Topic of the week -

https://www.thomaskopelman.com/blog/options-for-how-to-manage-your-finances-as-a-married-couple

Show Notes

Expectations for rates from Bespoke Investment Group -

https://x.com/bespokeinvest/status/1747320771058225401?s=20

"Rent and Gen Z-ers." by Ana Teresa Solá -

https://www.cnbc.com/2024/01/15/how-gen-zers-can-build-credit-before-renting-their-own-place.html

"Lets be honest about Social Security." by Brenton Smith -

https://www.advisorperspectives.com/articles/2024/01/14/be-honest-about-social-security

"Should I Do A Debt Consolidation Loan?" by Jeff Rose -

https://www.goodfinancialcents.com/should-i-do-a-debt-consolidation-loan/

Episode #234 features Seth Golden, a hedge fund consultant and Chief Market Strategist at Finom Group.

· Seth has worked for some of the largest retailers in North America, including Target and Bed Bath & Beyond.

· Seth has been an independent trader and economist since 2000.

· In 2012, Seth grew his basis of knowledge with careful studies and participation in the VIX complex.

· He is most widely known for coining the thesis “Desensitization of volatility.”

· Seth has written and published over 500 articles since 2012.

We encourage listeners to check him out!

Twitter: @SethCL

Tweet from Arun Chopra -

https://twitter.com/FusionptCapital/status/1740105871370432619?

Blog post from Joe Wiggins: “How will equity markets perform in 2024?” - https://behaviouralinvestment.com/2023/12/12/how-will-equity-markets-perform-in-2024/?

Tweet from Jeff Hirsch - https://twitter.com/almanactrader/status/1737884399398539461?

How To Manage Your Money After You Retire – https://smartasset.com/retirement/where-to-put-retirement-money-after-retirement

Show Notes:

Tweet from Ryan Detrick on and snippet from the chart report newsletter -

https://twitter.com/RyanDetrick/status/1737330878525723073?

Blog post from JC Parets “Perfectly Normal Market Behavior” -

https://allstarcharts.com/perfectly-normal-market-behavior/?

Show Notes:

Tweet from Joey Politano -

https://twitter.com/JosephPolitano/status/1734570072176251320

Article by Amy Arnott, CFA “Should you T-Bill and Chill?” - https://www.morningstar.com/portfolios/should-you-t-bill-chill

Research from Charlie Bilello -

https://twitter.com/charliebilello/status/1735785477586723024

Tweet from Jonathan Ferro on Fed Speak Confusion -

https://twitter.com/FerroTV/status/1735658977176797682

Bullish on Bonds Tweet from Gunjan Banerji -

https://twitter.com/GunjanJS/status/1737116673344405692

Article by Matt Baisden “11 different types of retirement plans” - https://www.plancorp.com/blog/retirement-plan-types?

Show Notes

Blog Post from our friend Ryan Detrick -

https://www.carsongroup.com/insights/blog/some-more-good-news-for-bulls/?

Article by Matt Baisden titled “11 different types of retirement plans” - https://www.plancorp.com/blog/retirement-plan-types ?

Show Notes:

Tweet from Seth Golden -

https://twitter.com/sethcl/status/1729495518085013869?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from Sam Ro –

https://twitter.com/SamRo/status/1729151079793692842

Tweet from Callie Cox -

https://twitter.com/callieabost/status/1729136015330414805

Blog from Ben Carlson titled “How the Market Shapes your Portfolio” - https://awealthofcommonsense.com/2023/11/how-your-market-shapes-your-portfolio/

Show Notes:

Tweet from Nancy Pelosi Stock Tracker -

https://twitter.com/pelositracker_/status/1725326755194384613?

NVDA Earnings Report – Tweet from Brad Freeman - https://twitter.com/StockMarketNerd/status/1727079175209812089

Morgan Housel referencing Peter Lazaroff -

https://peterlazaroff.com/ep-125-why-recessions-are-so-hard-to-predict-with-morgan-housel?

Tweet from Markets & Mayhem -

https://twitter.com/Mayhem4Markets/status/1729287713688273310

Research from Jurrien Timmer -

https://twitter.com/TimmerFidelity/status/1729935098470944867

Research from Charlie Bilello -

https://twitter.com/charliebilello/status/1729591684848058568

Tweet from Ben Carlson -

https://twitter.com/awealthofcs/status/1725538079459488136?

Show Notes:

Blog post from Ben Carlson “The crash callers won’t save you.”-

https://awealthofcommonsense.com/2023/10/the-crash-callers-wont-save-you/

Blog post from Michael Batnick “Get back to work.” - https://theirrelevantinvestor.com/2023/08/14/get-back-to-work/

Tweet from Jason Goepfert US credit downgrades - https://twitter.com/jasongoepfert/status/1723099629565129137?

Retirement Account Contribution Limits for 2024 -

https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000

Show Notes:

Blog post from Joe Fahmy “Four Reasons for a year-end rally” -

https://joefahmy.com/2023/11/05/four-reasons-for-a-year-end-rally

Tweet from Ryan Detrick -

https://twitter.com/ryandetrick/status/1720565217845809388?

Tweet from Mike Zaccardi, CFA, CMT - https://twitter.com/mikezaccardi/status/1720416495539204551?

Show Notes:

Discussion on Treasury Refunding & the Bond Market -

https://home.treasury.gov/.../financi.../quarterly-refunding

https://home.treasury.gov/news/press-releases/jy1864

https://www.youtube.com/watch?v=9oGcTTYznaw

Show Notes:

Tweet from Money Visuals, Ashby Daniels -

https://twitter.com/mvmoneyvisuals/status/1714978955449798727?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

YTD Performance Across the S&P Research by Charlie Bilello -

https://twitter.com/charliebilello/status/1715373008263557378

Economists Increase US Growth Projections

https://www.bloomberg.com/news/articles/2023-10-20/economists-boost-us-growth-projections-reduce-recession-odds?

Median net worth during the pandemic article in Bloomberg -

https://www.bloomberg.com/news/articles/2023-10-18/americans-net-worth-surged-by-most-in-decades-during-pandemic?

“The Big Mistakes People Make in Medicare and How to Avoid Them” by Anna Wilde Matthews - https://www.wsj.com/health/healthcare/medicare-advantage-enrollment-risks-923e7952

Show Notes:

Blog post from Adam Turnquist -

https://lplresearch.com/2023/10/13/bull-market-check-up/

Tweet from Dan Russo -

https://twitter.com/danrusso_cmt/status/1710618834837684289?

Show Notes:

Tweet from Mike Zaccardi -

https://x.com/mikezaccardi/status/1711103046904664518

Tweet from Willie Delwiche, CMT, CFA - https://twitter.com/WillieDelwiche/status/1710034393778020430

Tweet from Scott Brown, CMT -

https://twitter.com/scottcharts/status/1709193397053927885

Tweet from Barchart -

https://twitter.com/Barchart/status/1709290997614616946

Show Notes:

Tweet from J.C. Parets from All Star Charts -

https://twitter.com/allstarcharts/status/1709192984128884976

Tweet from Investment Wisdom -

https://twitter.com/InvestingCanons/status/1708875089767198815

Show Notes:

Blog post by Ryan Detrick “10 things to know about a government shutdown” -

https://www.carsongroup.com/insights/blog/ten-things-to-know-about-a-government-shutdown/

Tweet from Caleb Franzen -

https://twitter.com/CalebFranzen/status/1706750189510230271

Tweet from Callie Cox -

https://twitter.com/callieabost/status/1704905602047336855

Tweet from Lisa Abramowicz -

https://twitter.com/lisaabramowicz1/status/1707129713452277778

Tweet from Liz Ann Sonders -

https://twitter.com/LizAnnSonders/status/1707132840788251128

Tweet from Jurrien Timmer -

https://twitter.com/TimmerFidelity/status/1706786492797055305

Article by Nick Maggiulli “How to Save for a House -

https://ofdollarsanddata.com/how-to-save-for-a-house/

Show Notes:

Article by Adam Turnquist, "Breaking Down the Breakdown in Oil"-

https://lplresearch.com/2023/09/08/breaking-down-the-breakout-in-oil/

Chart on the Vix from Topdown Charts -

https://www.chartstorm.info/p/chart-of-the-day-vix-seasonality

Twitter post from Bloomberg Markets -

https://twitter.com/markets/status/1703486921387708511

CME FedWatch Tool -

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html?

Bloomberg Article, “Wall Street Comes to Grips with How Wrong It’s Been in 2023” -

https://www.bloomberg.com/news/articles/2023-09-17/wall-street-is-coming-to-grips-with-how-wrong-it-s-been-in-2023?

Article from Nick Maggiulli, “How to Save for a House" - https://ofdollarsanddata.com/how-to-save-for-a-house/

Show Notes:

Federal Reserve launches FedNow payment system -

https://peterlazaroff.com/ep-115-debunking-myths-about-fednow Blog post from Peter Lazaroff from PlanCorp

Blog post from JC Parets “Stocks Are Stuck. Deal With It” -

https://allstarcharts.com/stocks-are-stuck-deal-with-it/

Tweet from Jason Goepfert -

https://twitter.com/jasongoepfert/status/1693705091482562919

“Why financially successful retirees have a harder time getting a mortgage" - https://www.nytimes.com/2023/04/08/health/mortgage-loan-credit-score-financials.html

Tweet from Ed Clissold -

https://twitter.com/edclissold/status/1697638015361777821

Tweet from Ryan Detrick -

https://twitter.com/ryandetrick/status/1697448481852445076?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from Alfonso Depablos -

https://twitter.com/AlfCharts/status/1696124970156327244

Blog post from Ben Carlson “You Probably Need Less Money Than You Think For Retirement” - https://awealthofcommonsense.com/2023/08/you-probably-need-less-money-than-you-think-for-retirement/

Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

Show Notes:

Blog post from Ben Carlson -

https://awealthofcommonsense.com/2023/08/even-when-the-stock-market-goes-up-it-still-goes-down/

Tweet by Carl Quintanilla -

https://twitter.com/carlquintanilla/status/1689973876610961409

Tweet by Seth Golden

https://x.com/sethcl/status/1691411067388227584?

Show Notes

Tweet from Willi Delwiche, CMT, CFA -

https://twitter.com/WillieDelwiche/status/1687071058837307392

Tweet from Unusual Whales -

https://twitter.com/unusual_whales/status/1686783179485491200?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from JC Parets - https://twitter.com/allstarcharts/status/1686057824508428296?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from SethCL -

https://twitter.com/SethCL/status/1686704316881481728

Show Notes:

https://www.fa-mag.com/news/secure-2-0-mandatory-roth-catch-up-requirement--raises-questions-74092.html

Show Notes:

Blog post by Ben Carlson, A Textbook Non-Recessionary Bear Market -

https://awealthofcommonsense.com/2023/07/a-textbook-non-recessionary-bear-market/

Show Notes:

Tweet from Callie Cox - https://twitter.com/callieabost/status/1667187571925872646?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from Michael Kahn, CMT - https://twitter.com/mnkahn/status/1667159456206016513

31 lessons learned about money. Just want to name a few - https://ryanholiday.net/31-lessons-ive-learned-about-money/?

Show Notes:

Tweets by Unusual Whales, congress members trading individual stocks -

https://twitter.com/unusual_whales/status/1676270488656691200?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from Todd Sohn of Strategas -

https://twitter.com/Todd_Sohn/status/1674427539492839426

Tweet from AllStar Charts -

https://twitter.com/allstarcharts/status/1678729375531802626

Blog post from Rubin Miller titled “How Returns Happen” - https://www.fortunesandfrictions.com/post/how-returns-happen?

Show Notes:

Blog from Morgan Housel “Why you believe the things you do” -

https://collabfund.com/blog/why-you-believe-the-things-you-do/

Blog from Josh Brown “Today’s Market Pivots from a Funeral to a Party as fast as a VFW hall - https://thereformedbroker.com/2023/06/17/todays-market-pivots-from-a-funeral-to-a-party-as-fast-as-a-vfw-hall/

Tweet from Steg Scheplick - https://twitter.com/scheplick/status/1673742205624762384?

Show Notes:

Tweet from Bespoke -

https://twitter.com/bespokeinvest/status/1672326332074557442

Tweet from Charlie Bilello -

https://twitter.com/charliebilello/status/1669726606594654215

Show Notes:

Tweet from Charlie Bilello -

https://twitter.com/charliebilello/status/1669326669058830342

Article off Briefing.com -

https://www.briefing.com/in-depth-analysis/page-one/2023/6/16/indices-supported-by-a-flat-squeeze

Tweet from Game of Trades -

https://twitter.com/GameofTrades_/status/1671540980783394819

Tweet from Chamath Palihapitiya -

https://twitter.com/TimmerFidelity/status/1671515342781153281

Show Notes:

Blog post from Callie Cox, “Bad Breadth” -

https://www.etoro.com/en-us/news-and-analysis/etoro-updates/bad-breadth/

Blog post by Michael Batnick, “Why Should I Hold Stocks?” - https://theirrelevantinvestor.com/2023/06/02/why-should-i-hold-stocks/

Ryan Detrick Social Media:

LinkedIn: @Ryan Detrick, CMT.

Twitter: @RyanDetrick

Podcast: Facts vs. Feelings

Jessup Wealth Management Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes!

Blog post from Ben Carlson - https://awealthofcommonsense.com/2023/05/whats-the-best-long-term-investment/

Blog Post from Nick Maggiulli - https://ofdollarsanddata.com/what-happens-if-the-us-defaults-on-its-debt/

Tweet from Walter Deemer - https://twitter.com/WalterDeemer/status/1658462434095448065

Show Notes:

Policy and Tax Changes Impacting HNW Clients in 2023 by Wola Odeniran -

https://www.advisorperspectives.com/articles/2023/05/19/tax-changes-impacting-clients-2023

Advisor Perspectives Article by Jennifer Nash of VettaFi-

https://www.advisorperspectives.com/commentaries/2023/05/23/most-recent-housing-market-trends-economy-matters

Show Notes:

Tweet from Liz Young -

https://twitter.com/LizYoungStrat/status/1656632831831883778

Tweet from Jon Roque -

https://twitter.com/daChartLife/status/1653919808415465473

BofA Fund Manager Survey -

https://twitter.com/FerroTV/status/1658401529131401221

Tweet from Brian Lund -

https://twitter.com/bclund/status/1658889537043726336

Tweet from FactSet -

https://twitter.com/FactSet/status/1658231052580651016

Article from Plan Corp -

https://www.plancorp.com/blog/build-generational-wealth?

Show Notes:

Article from Jefferies -

https://www.jefferies.com/Letters/ltr/1647/04032023?

Article from Bloomberg - https://www.bloomberg.com/opinion/articles/2023-04-27/personal-finance-stocks-beat-cash-even-if-you-could-time-a-recession?

LinkedIn post from Sebastien Paige -

https://www.linkedin.com/posts/sebastien-page_tech-stocks-economy-activity-7058912657679994880-LIfd/?

Tweet by WallStJesus -

https://twitter.com/WallStJesus/status/1655322330724286464

Show Notes:

https://www.humana.com/medicare/medicare-resources/irmaa

Chad Hooper Founder of Medicare4U

937-414-6578

medicare4ullc@outlook.com

Show Note:

Articles from Bloomberg -

https://www.bloomberg.com/news/articles/2023-04-25/first-republic-shares-drop-after-analyst-call-without-questions?srnd=premium&sref=KaV2wJ0v

https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium&sref=KaV2wJ0v

Tweet from Markets & Mayhem -

https://twitter.com/Mayhem4Markets/status/1650670209114537984

Tweet from Jurrien Timmer -

https://twitter.com/TimmerFidelity/status/1648421138677071872

Tweet from Matthew Miskin -

https://twitter.com/matthew_miskin/status/1651206698902884352

Show Notes:

Tweet from Joseph Fahmy -

https://twitter.com/jfahmy/status/1646151812985110532?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

“Apple Card’s New High-Yield Savings Acct, Offering a 4.15% APY” - https://www.apple.com/newsroom/2023/04/apple-cards-new-high-yield-savings-account-is-now-available-offering-a-4-point-15-percent-apy/

Article by Suzanne Woolley on Money Market Funds - https://www.bloomberg.com/news/articles/2023-04-06/what-are-money-market-funds-four-things-to-know-about-the-popular-investment?

Article on Bloomberg -

https://www.bloomberg.com/news/articles/2023-04-18/investors-turn-most-underweight-stocks-versus-bonds-since-2009

Show Notes:

Tweet by Ryan Detrick -

https://twitter.com/RyanDetrick/status/1641994956804874241

Article by Harry Sit “No FDIC Insurance -Why a brokerage account is safe”- https://thefinancebuff.com/brokerage-account-safe-no-fdic.html

Tweet by George Maroudas -

https://twitter.com/chicagoadvisor/status/1630299312373526529?

Tweet by Mike Zaccardi -

https://twitter.com/MikeZaccardi/status/1643626853565972480

Show Notes:

Tweet from Car Dealership Guy -

https://twitter.com/guydealership/status/1640688058692427782?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Blog Post from Ben Carlson on 3.28.23 - https://awealthofcommonsense.com/2023/03/why-the-stock-market-makes-you-feel-bad-all-the-time/

Blog post from Christine Benz on 3.22.23 titled “Luxury Goods Don’t have to be Brand Names - https://www.morningstar.com/articles/1145326/real-luxury-goods-dont-have-brand-names

Tweet from Money Visuals, an account run by our friend, Ashby Daniels - https://twitter.com/mvmoneyvisuals/status/1638870337050877952?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Blog Post from Michael Batnick - https://theirrelevantinvestor.com/2023/03/27/hike-pause-cut/

Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1640705370103398402

Bloomberg Article -

https://www.bloomberg.com/opinion/articles/2023-03-17/first-republic-svb-credit-suisse-crisis-signals-growing-recession-odds?srnd=premium&sref=KaV2wJ0v

https://www.forbes.com/advisor/investing/best-investment-accounts-for-kids/

Show Notes

Tweet from Freezing Cold Finance Takes -

https://twitter.com/FreezingFi.../status/1635263124583632897

Tweet from Peter Mallouk -

https://twitter.com/PeterMallouk/status/1634303552943190017

Tweet from Seth Golden -

https://twitter.com/SethCL/status/1633447729786388481

Article from Laura Davison on FA-Mag.com -

https://www.fa-mag.com/.../capital-gains-tax-nears-45--in...

Tweet from Jim Bianco -

https://twitter.com/biancoresearch/status/1634885127179325440?s=51&t=Godkt5FzuqWcmpmvo2G5Jg

Tweet from Ophir Gottlieb -

https://twitter.com/ophirgottlieb/status/1634935171714781184?

Tweet by Peter Mallouk -

https://twitter.com/PeterMallouk/status/1633871517409738755

Show Notes:

https://twitter.com/charliebilello/status/1633328886304985094

https://twitter.com/AyeshaTariq/status/1633535769347227649

https://twitter.com/lisaabramowicz1/status/1633488446785220613

https://awealthofcommonsense.com/2023/02/will-high-risk-free-raters-derail-the-stock-market/

Show Notes:

Tweet from Mark Ungewitter -

https://twitter.com/mark_ungewitter/status/…

Article from JC Parets -

https://allstarcharts.com/hows-your-hangover/

Show Notes:

Article written by Ben Henry-Moreland – Kitces.com -

https://www.kitces.com/blog/hsa-tax-benefits-withdrawal-qualified-medical-expenses-irs-records/

Blog by Ben Carlson of A Wealth of Commonsense - https://awealthofcommonsense.com/2023/02/an-ongoing-stimulus-in-the-economy-for-years-to-come/

Tweet from Bespoke -

https://twitter.com/bespokeinvest/status/1628397143592521729

Tweet from Bespoke -

https://twitter.com/bespokeinvest/status/1628075595362971670

Research from Compound Research -

https://twitter.com/charliebilello/status/1628397951293726720

Tweet from Markets & Mayhem -

https://twitter.com/Mayhem4Markets/status/1628464388305715201

Tweet from Liz Young, Head of Investment Strategy at SoFi -

https://twitter.com/LizYoungStrat/status/1628404714260799489

Social Media:

Facebook/LinkedIn: @Jessupwealthmanagement

Instagram/Twitter: @Jessupwealth

Show Notes:

Blog post from JC Parets -

https://allstarcharts.com/nasdaq-up-3-weeks-in-a-row/

Tweet by Danny Kirsch -

https://twitter.com/danny_kirsch/status/1617556688588132354

Tweet by Matt Cerminaro -

https://twitter.com/mattcerminaro/status/1616567266623070209

Show Notes:

January Trifecta Indicator -

https://jeffhirsch.tumblr.com/post/706735383842570240/after-bear-market-january-indicator-trifecta

Tweet from CarDealershipGuy - https://twitter.com/guydealership/status/1612076797037797377?

Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1576579328912986113

Research from Charlie Bilello & Compound Research -

https://twitter.com/charliebilello/status/1618321683320041472/photo/1

Tweet from Ayesha Tariq, CFA Market Researcher -

https://twitter.com/AyeshaTariq/status/1616821922767032321

Tweet from Christophe Barraud -

https://twitter.com/C_Barraud/status/1614646310610604033

Tweet on 1/25/23 from Liz Ann Sonders, Chief Investment Strategist at Charles Schwab -

https://twitter.com/LizAnnSonders/status/1618226659131285508

Article from Kidness Financial Planning -

https://kindnessfp.com/talk-to-adult-kids-about-money-and-inheritances/

Show Notes:

Blog Post from JC Parets -

https://allstarcharts.com/santa-showed-up-so-now-what/

Blog Post from Ben Carlson - https://awealthofcommonsense.com/2022/12/what-happens-if-housing-prices-fall-20/

Quote from Bloomberg -

https://www.bloomberg.com/news/articles/2023-01-17/asia-stocks-set-for-muted-open-before-boj-meeting-markets-wrap?

Tweet on S&P 500 Technicals -

https://twitter.com/DRobushi/status/1615833467358703616

Tweet from Mike Zaccardi, CFA -

https://twitter.com/MikeZaccardi/status/1615821467974881281

*Jessup Wealth Management does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is not meant to provide, and should not be used for, tax, legal, or accounting advice. You should consult your tax, legal, and accounting advisors before engaging in any transaction.

Matthew C. Jessup

Chief Executive Officer

Chief Compliance Officer

Managing Partner

Address: 35 Park Ave Dayton, OH 45419

Phone: 937-938-9105

Cell: 937-654-7756

Fax: 937-938-9170

Email: matthew@jessupwealthmanagement.com

Show Notes:

Article from Rubin Miller titled “My 2023 Predictions” - https://www.fortunesandfrictions.com/post/my-2023-predictions ?

Tweet from Cameron Dawson - https://twitter.com/CameronDawson/status/1608470272612651008

Tweet from Day Hagan Asset Management -

https://twitter.com/DayHagan_Invest/status/1605662291583799297

Show Notes:

Tweet from Max Pashman, CFP -

https://twitter.com/maxpashman/status/1606410087106752512

Article written by Allan Roth on AARP -

https://www.aarp.org/money/investing/info-2022/time-sensitive-financial-decisions-after-death-of-spouse.html

Show Notes:

Blog Post from Ben Carlson titled “How Often is the Market Down in Consecutive Years?” https://awealthofcommonsense.com/2022/12/how-often-is-the-market-down-in-consecutive-years/

Tweet thread from CarDealershipGuy on 12.16.22 - https://twitter.com/guydealership/status/1603794722140688384?s=43&t=Xg1ZIgl4U0WZMCCIgkzJQQ

Show Notes:

Article from Ryan Detrick “When does the Santa Claus Rally start?” -

https://www.carsongroup.com/insights/blog/when-does-the-santa-claus-rally-start/

Blog Post from Nick Maggiulli “How The 60/40 Portfolio Makes a Comback” -

https://ofdollarsanddata.com/how-the-60-40-portfolio-makes-a-comeback/

Should include disclosure:

Government bonds are guaranteed only as to timely payment of principal and interest, and, if held to maturity, they offer a fixed rate of return and fixed principal value. Government bonds do not eliminate market risk. The purchase of bonds is subject to availability and market conditions. There is an inverse relationship between the price of bonds and the yield: when price goes up, yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity. Some bonds have call features that may affect income.

Jessup Wealth Management does not offer tax advice. You should consult a tax professional regarding your individual situation.

Show Notes:

Article written by Rubin Miller “Invest Like a Pigeon” -

https://www.fortunesandfrictions.com/post/invest-like-a-pigeon

Article from Meb Faber “Sidewalk Money” -

https://mebfaber.com/2020/11/17/sidewalk-money/

Article from Ryan Detrick Titled “ Five Good Signs for The Bulls In 2023” - https://www.carsongroup.com/insights/blog/five-good-signs-for-the-bulls-in-2023/

Show Notes:

Tweet from Nick Reece -

https://twitter.com/nicholastreece/status/1564961807793618946

Tweet from @CramerTracker - https://twitter.com/CramerTracker/status/1591117717687635968

Article by Peter Rudegair “Day Traders Go Back To Their Day Jobs -

https://www.wsj.com/articles/day-traders-go-back-to-their-day-jobs-as-stock-market-swoons-11666148094

Blog post by Ben Carlson -

https://awealthofcommonsense.com/2022/11/the-sp-500-is-not-the-economy/

Blog post on Housing Prices by Bill McBride -

https://calculatedrisk.substack.com/p/case-shiller-fhfa-house-prices-indexes

Tweet by Tom McClellan -

https://twitter.com/McClellanOsc/status/1588937209297928192

Article from the WSJ -

https://www.wsj.com/articles/government-officials-invest-in-companies-their-agencies-oversee-11665489653

Social Media:

Facebook/LinkedIn: @Jessupwealthmanagement

Instagram/Twitter: @Jessupwealth

AJ is the Head of European Fixed Income Trading at WH Trading LLC. He shares his trading stories and what he’s learned within his 6 years in the financial industry. Former UD Fyler comes to us live from across the pond!

Show Notes:

Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1584174378518212608

Blog Post from Michael Batnick -

https://theirrelevantinvestor.com/2022/10/25/stocks-bottom-first/

Tweet from WSBChairman -

https://twitter.com/WSBChairman/status/1581002420381179904

Tweet by Game of Trades -

https://twitter.com/GameofTrades_/status/1589316685378379778

Tweet by ZeroHedge -

https://twitter.com/zerohedge/status/1588150555548868610

Show Notes:

Article from Financial Advisors Magazine's, Alexis Leondis -

https://www.fa-mag.com/news/delaying-your-social-security-has-rarely-been-this-profitable-70234.html?section=40

Tweet by Liz Ann Sonders -

https://twitter.com/LizAnnSonders/status/1585961494713438208

Article From VettaFI/Advisor Perspective's Javier Simon -

https://www.advisorperspectives.com/articles/2022/09/28/529-plan-contribution-limits-for-2022?topic=529-college-planning&utm_source http://fa-mag.com/

Show Notes:

Article from Jenny Surance and Katherine Doherty -

https://www.fa-mag.com/news/recession-warnings-are-hard-to-find-in-bofa-earnings-70182.html?section=3

Article by Andy Friedman -

https://www.fa-mag.com/news/andy-friedman-says-secure-2-0-should-pass-after-midterms-70158.html?section=3

Article by Retire Before Dad -

https://www.retirebeforedad.com/time-and-money/

Article in Bloomberg -

https://www.bloomberg.com/news/articles/2022-10-23/after-13-trillion-stock-crash-traders-are-ready-to-fight-back http://mag.com/

Social Media:

Facebook/LinkedIn: @Jessupwealthmanagement

Instagram/Twitter: @Jessupwealth

Show Notes:

Avoid the Midterm Election Trap -

https://www.advisorperspectives.com/articles/2022/10/17/avoid-the-midterm-election-trap?

Blog post on A Wealth of Common Sense -

https://awealthofcommonsense.com/2022/10/bear-market-opportunities-for-every-generation-of-investors/

Tweet from PriapusIQ -

https://twitter.com/PriapusIQ/status/1582383528779845632

Tweet from Patrick Saner -

https://twitter.com/patrick_saner/status/1582247050498146304

Article from Zero Hedge -

https://www.zerohedge.com/markets/goldman-jumps-traders-spark-q3-revenue-beat-total-earnings-plunge-45-investent-bank-slump

Tweet from Michael Gayed, CFA -

https://twitter.com/leadlagreport/status/1581809954259730432 http://perspective.com/

Social Media:

Facebook/LinkedIn- @Jessupwealthmanagement

Instagram/Twitter- @Jessupwealth

Show Notes:

Blog post by ZeroHedge -

https://www.zerohedge.com/markets/payrolls-turn-negative-next-quarter-and-stay-there-all-2023-bofa

Tweet from J.C. Parets -

https://twitter.com/allstarcharts/status/1579436528069406721

Tweet from Liz Ann Sonders -

https://twitter.com/LizAnnSonders/status/1579434172560838658

Tweet from Markets & Mayhem -

https://twitter.com/Mayhem4Markets/status/1579416490432147456

Show Notes

Check out this week's Show Notes before episode 170 goes live this afternoon!

Tweet by Cullen Roche -

https://twitter.com/cullenr.../status/1574829904272596992...

Tweet by Charlie Bilello -

https://twitter.com/charlie.../status/1574587741605593089...

Post by Wall Street Jesus -

https://twitter.com/wallstj.../status/1575119268605296640...

Tweet from Lisa Abramowicz -

https://twitter.com/lisaabramo.../status/1577273943228284928

Tweet from Ayesha Tariq -

https://twitter.com/ayeshatariq/status/1577196070496620545

Tweet from Gunjan Banerji, WSJ -

https://twitter.com/GunjanJS/status/1577787725377376256

Show Notes:

Comments on Currency Markets -

https://www.reuters.com/markets/asia/whipsawed-forex-traders-say-currency-moves-remarkable-resemble-casino-2022-09-27/

Tweet from Sentiment Trader - https://twitter.com/sentimentrader/status/1572914151915393026

Tweet from Callie Cox -

https://twitter.com/callieabost/status/1567253842995154945

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=eqysuned5S6JawIxc6HsIQ

Twitter post by Rennie Yang -

https://twitter.com/markettells/status/1570072211880554498?s=11&t=NVK1lwLsUYTvXGZ5-skeKQ

Article from Mary Beth Franklin -

https://www.investmentnews.com/two-ways-to-reverse-a-social-security-claiming-decision-225058

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/1560696283735773184

Different Types of Trusts -

https://smartasset.com/estate-planning/types-of-trusts

Show Notes:

Tweet by Markets & Mayhem -

https://twitter.com/Mayhem4Markets/status/1564407490837680129/photo/1

Blog 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/

Show Notes:

Tweet from Willie Delwiche -

https://twitter.com/WillieDelwiche/status/1562487853229416450

Tweet from Nate Geraci -

https://twitter.com/NateGeraci/status/1561757579780542465

Blog article by Ben Carlson -

https://awealthofcommonsense.com/2022/08/two-predictions/

Tweet from David Keller -

https://twitter.com/DKellerCMT/status/1564624742413438982/photo/1

Tweet Thread from Jim Bianco at Bianco Research -

https://twitter.com/biancoresearch/status/1564697580600233991

Research Notes from Briefing.com -

https://www.briefing.com/the-big-picture

Show Notes

Article from Financial Advisor by Alex Padalka -

https://www.financialadvisoriq.com/c/3708804/475654/most_cutting_spending_retirement_contributions

Blog Post by JC Parets -

https://allstarcharts.com/year-3-of-a-bull-market/

Social Media:

Facebook/LinkedIn: @Jessupwealthmanagement

Twitter/Instagram: @Jessupwealth

Show Notes:

Tweet from Steven Strazza -

https://twitter.com/sstrazza/status/1556644488105402369

Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1556826759609438209

Article from the WSJ -

https://www.wsj.com/.../social-security-benefits-are...?

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-split

Bloomberg Article -

https://www.bloomberg.com/news/articles/2022-08-10/stock-rally-everyone-mocked-pulls-up-on-landmark-chart-beachhead?sref=KaV2wJ0v

Tweet from Jurrien Timmer-

https://twitter.com/TimmerFidelity/status/1557181185377374210

Blog post from Ben Carlson -

https://awealthofcommonsense.com/2022/07/investing-in-home-renovations-vs-investing-in-stocks/

Tweet from Callie Cox -

https://twitter.com/callieabost/status/1552758197852708866

Social Media:

Facebook/LinkedIn: @Jessupwealthmanagement

Instagram/Twitter: @Jessupwealth

Show Notes

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=KaV2wJ0v

Tweet from Jay Kaeppel - https://twitter.com/jaykaeppel/status/1546828950420217856
Blog Post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/689065982486085632/get-ready-for-the-quadrennial-rally

Show Notes

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=KaV2wJ0v

Tweet by Carl Quintranilla -

https://twitter.com/carlquintanilla/status/1542550502155714562

Blog Post from Ben Carlson -

https://awealthofcommonsense.com/2022/06/how-long-does-it-take-for-stocks-to-bottom-in-a-bear-market/

Tweet by Bloomberg’s Lisa Abramowicz -

https://twitter.com/lisaabramowicz1/status/1546776744799133696

Tweet by Jurrien Timmer -

https://twitter.com/TimmerFidelity/status/1546923598027362304

Show Notes

Tweet from Callie Cox -

https://twitter.com/callieabost/status/1542509125178761216?s=11&t=Fk1x6hVaUG2VecRfSaJAEQ

Tweet by Money Visuals - https://twitter.com/mvmoneyvisuals/status/1542493659853209600?s=11&t=Fk1x6hVaUG2VecRfSaJAEQ

Tweet by Michael Gayed -

https://twitter.com/leadlagreport/status/1543738320089501697?s=11&t=jG-2GYz4mIWvLBzWDK1eMQ

Tweet by Julian Kilymochko -

https://twitter.com/julianklymochko/status/1543247571769954304?s=11&t=dWeGQ7qvEFVisGfqUADAAw

Social media:

Facebook and LinkedIn @JessupWealthManagement

Twitter and Instagram @JessupWealth

Social Media:

Facebook/LinkedIn: @JessupWealthManagement

Instagram/Twitter: @JessupWealth

Shownotes:

Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1537552028674801665

Tweet from Jeff Weniger - https://twitter.com/JeffWeniger/status/1536477021840236547

Tweet by Jeff Weniger - https://twitter.com/JeffWeniger/status/1537046366685478912

Tweet by WallStJesus - https://twitter.com/wallstjesus/status/1538333027490836480?s=11&t=UHGbVyuwxvkyAhWoCEnbQQ

Tweet by Ryan Detrick - https://twitter.com/ryandetrick/status/1537139588577255425?s=11&t=8W-7RVaCvkJy9koRyCU4jw

Tweet by Steve Liesman - https://twitter.com/steveliesman/status/1536833321480728577?s=11&t=5Vs9lr2byzewVi7_PrdeMA

Show Notes

Blog post from Jeff Hirsch -

https://jeffhirsch.tumblr.com/post/686348118572351488/remember-junes-midterm-weakness

Tweet by Jeroen Blokland -

https://twitter.com/jsblokland/status/1532370619299340288

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.Mail

Tweet by John Authers -

https://twitter.com/johnauthers/status/1535270669872668674?s=20&t=vPooiorhTeKR-js9LF5BFg

Article in Investment News by Mary Beth Franklin -

https://www.investmentnews.com/social-security-report-projects-trust-fund-exhaustion-in-2035-222279

Social Media:

Facebook/Linkedin: @JessupWealthManagement

Twitter/Instagram: @JessupWealth

Show Notes:

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_inline
Tweet by Ophir Gottlieb -

https://twitter.com/OphirGottlieb/status/1532489307490897921

Blog Post from Ben Carlson -

https://awealthofcommonsense.com/2022/05/why-does-the-stock-market-go-up-over-the-long-term/

Tweet by Brandon Van Zee -

https://twitter.com/BrandonVanZee/status/1517175829998018562

Tweet from Liz Ann Sonders -

https://twitter.com/LizAnnSonders/status/1534503605050408960

Tweet from Jonathan Ferro of Bloomberg -

https://twitter.com/FerroTV/status/1534479032166776833

Social Media:

Facebook/LinkedIn: @Jessupwealthmanagement

Twitter/Instagram: @Jessupwealth

Show Notes

Tweet from Ophir Gottlieb -

[[link]]

Tweet from David Cox -

https://twitter.com/DavidCoxWG/status/1526626208842063872

Article from Bespoke -

https://www.bespokepremium.com/interactive/posts/think-big-blog/bond-market-massively-oversold

Financial Planning Topic of the Week -

https://www.kiplinger.com/retirement/604641/why-a-pension-lump-sum-option-is-better-than-an-annuity-payment

Social Media:

Facebook/LinkedIn: @JssupWealthManagement

Twitter/Instagram: @JessupWealth

Show Notes:

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_pos2

Blog post from Ryan Detrick -

https://lplresearch.com/2022/05/18/six-things-to-know-about-bear-markets/

Blog post from Peter Lazaroff -

https://www.plancorp.com/blog/bear-market

Blog post by Ben Carlson -

https://awealthofcommonsense.com/2022/05/things-you-see-in-every-bear-market/

Tweet from Steven Strazza -

https://twitter.com/sstrazza/status/1529199367835594757/photo/1

Article from Plancorp -

https://www.plancorp.com/blog/the-untold-advantages-of-your-employee-stock-purchase-plan-espp

Social media: @JessupWealth on Twitter or Instagram

and @Jessupwealthmanagement on Facebook or LinkedIn

Show Notes:

Check out this week's Show Notes before milestone episode #150 goes live tomorrow afternoon!

Tweet by FactSet -

https://twitter.com/FactSet/status/1525947131546181643

Tweet by Charlie Bilello -

https://twitter.com/charliebilello/status/1522565809708711936

Tweet by Gordon Johnson - https://twitter.com/GordonJohnson19/status/1523347192840290309

Social Media

Facebook and LinkedIn: @Jessupwealthmanagement

Twitter and Instagram: @JessupWealth

Show Notes

Tweet by Ryan Detrick -

https://twitter.com/ryandetrick/status/1522909174694301698?s=11&t=ELTnPQszXNXpoaZ1_Zo3SA

Post by Charles Payne -

https://twitter.com/cvpayne/status/1522925673739960329?s=11&t=ELTnPQszXNXpoaZ1_Zo3SA

Article from ZeroHedge -

https://www.zerohedge.com/markets/last-two-times-used-car-prices-fell-much-there-was-financial-crisis

Tweet from ZeroHedge -

https://twitter.com/zerohedge/status/1523420619563364352?s=11&t=8VXVBKAr8FssrjKx2GpEGw

Social Media:

Facebook/LinkedIn: @Jessupwealthmanagement

Twitter/Instagram: @JessupWealth

Show Notes:

Tweet from Grant Hawkridge -

[[link]]

Blog Post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/682638900488994816/welcome-to-the-weak-spot-of-the-4-year-cycle
Article in the Wall St. Journal -

https://www.wsj.com/articles/fidelity-to-allow-retirement-savers-to-put-bitcoin-in-401-k-accounts-11650945661

Bloomberg article -

https://www.bloomberg.com/news/features/2022-04-25/china-s-covid-crisis-threatens-global-supply-chain-chaos-for-summer-2022?

Twitter post by Jason, the founder of Sundial Capital Research -

https://twitter.com/jasongoepfert/status/1520040516955643905?s=11&t=RZ7n_I3BR1RXHzTM0kcyow

Twitter post by David Ingles -

https://twitter.com/davidinglestv/status/1517334002473922562?s=11&t=nXBrcEcbVNu2HrtYQEtXeg

Social Media:

Facebook/LinkedIn: @JessupWealthManagement

Twitter/Instagram: @JessupWealth

Show Notes:

Article in the WSJ -

https://www.wsj.com/articles/global-growth-outlook-ebbs-in-face-of-ukraine-war-china-slowdown-11650633870?mod=e2tw

IMF Report -

https://www.imf.org/en/Publications/WEO/Issues/2022/04/19/world-economic-outlook-april-2022

Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1516484424845885441

Blog post by Ben Carlson -

https://awealthofcommonsense.com/2022/04/4-reasons-the-housing-market-wont-crash/

Tweet from FactSet -

https://twitter.com/FactSet/status/1517589061040586753

Tweet from FactSet -

https://twitter.com/FactSet/status/1518350324448305152

Social Media

Facebook/LinkedIn: @JessupWealthManagement

Twitter/Instagram: @JessupWealth

Show Notes:

Blog Post by Michael Batnick -

https://theirrelevantinvestor.com/2022/03/09/the-day-the-market-bottmed/

Blog Post by Ben Carlson -

https://awealthofcommonsense.com/2022/03/the-best-personal-finance-inflation-hedges/

Tweet by Willie Delwiche - https://twitter.com/WillieDelwiche/status/1514571588439527424
Data about Vacation Homes -

https://www.zerohedge.com/markets/pandemic-driven-second-home-boom-coming-end

Tweet by Walter Deemer -

https://twitter.com/WalterDeemer/status/1515393695046066193

Social Media:

Facebook/Linkedin: @JessupWealthManagement

Twitter/Instagram: @JessupWealth

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-e4vBGOi65tg

Social Media:

Facebook/Linkedin: @Jessupwealthmanagement

Twitter/Instagram: @JessupWealth

Show Notes:

Tweet by Callie Cox -

https://twitter.com/callieabost/status/1508867139683467283

Tweet by Ryan Detrick -

https://twitter.com/ryandetrick/status/1508962681776230405?s=11&t=U3BMjvfImCbAxS0Any_gtQ

Tweet by JC Parets -

https://twitter.com/allstarcharts/status/1508880337383968770?s=11&t=U3BMjvfImCbAxS0Any_gtQ

Tweet by Evergreen Gavekal -

https://twitter.com/evergreengk/status/1509275522886340610?s=11&t=f-eAZEn8H__ZA_HWNAnRig

Tweet by the author of the Macro Compass -

https://twitter.com/macroalf/status/1509214118447833092?s=11&t=45e9IPJzLMPwaQYbJMwGCg

Tweet by Bloomberg Opinion - https://twitter.com/bopinion/status/1508586710241726467?s=11&t=1XMUedgwI47yHzeQZRYWKQ
Financial Planning Topic of the week -

https://www.cnbc.com/2022/03/30/new-retirees-whose-income-drops-may-need-to-appeal-medicare-surcharges.html

Social Media

Facebook/Linkedin: @Jessupwealthmanagement

Instagram/Twitter: @Jessupwealth

Show Notes:

Article in the Wall St. Journal -

https://www.wsj.com/articles/what-fed-interest-rate-hike-means-for-you-11647437999

Social Media

Facebook/Linkedin @JessupWealthManagement

Twitter/Instagram @JessupWealth

Show Notes:

Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1504912354798186501

Tweet from Andrew Thrasher - https://twitter.com/AndrewThrasher/status/1504085678749110278
Article written by JC Parets -

https://allstarcharts.com/cash-levels-near-multi-decade-highs/

Tweet by Callie Cox -

https://twitter.com/callieabost/status/1503826930466009096?s=11

Social Media:

Facebook/Linkedin @JessupWealth Management

Instagram/Twitter @JessupWealth

Show Notes:

Blog post from Michael Batnick -

https://theirrelevantinvestor.com/2022/03/08/theres-blood-in-the-streets-2/

Blog Post from Cullen Roche -

https://www.pragcap.com/bitcoin-is-a-terrible-form-of-money-but-a-very-good-store-of-value/

Piece on the blog ZeroHedge -

https://www.zerohedge.com/economics/oil-spikes-and-economic-outcomes

Tweet by ZeroHedge -

https://twitter.com/zerohedge/status/1501939882771374083?s=20&t=3M-KXA0_MHGO5wGZNR7iSA

Tweet by Charlie Bilello -

https://twitter.com/charliebilello/status/1503167151020158976

Article written by Glenn Ruffenach - https://www.wsj.com/articles/do-bucket-investment-strategies-make-sense-in-retirement-11646319962?

Social Media:

Facebook/LinkedIn @JessupWealthManagement

Twitter/Instagram @JessupWealth

Show Notes:

Blog post from Michael Batnick -

https://theirrelevantinvestor.com/2022/02/24/its-ugly-out-there/

Blog post from Michael Batnick -

https://theirrelevantinvestor.com/2022/02/25/this-is-how-stocks-bottom/

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-observer

Blog post written by Morgan Housel -

https://www.collaborativefund.com/blog/after-the-fact/

Social Media:

Facebook/LinkedIn: @JessupWealthManagement

Twitter/Instagram: @JessupWealth

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:

Tweet from George Maroudas -

https://twitter.com/ChicagoAdvisor/status/1485690599244193797

Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1496305591828062210

Update on the tech sector -

https://twitter.com/bespokeinvest/status/1496614119641919493?s=11

Article from Bloomberg -

https://www.bloomberg.com/news/articles/2022-02-25/commodity-prices-inflated-by-40-by-risk-premiums-analyst-says

Facebook/Linkedin: @JessupWealthManagement

Twitter/Instagram: @JessupWealth

Show Notes:

Tweet by Alvaro Oviedo -

https://twitter.com/alvoviedo/status/1495779422829436929

Article from the Wall St. Journal -

https://www.wsj.com/articles/at-t-to-slash-dividend-after-spinoff-of-warnermedia-11643716166

Another article from the Wall St. Journal -

https://www.wsj.com/articles/the-10-used-cars-surging-the-most-in-price-heres-the-list-11644602551

Tweet from Topdowncharts -

https://twitter.com/callum_thomas/status/1493464059768815619?s=11

Tweet from Sautterlas65 -

https://twitter.com/sautterlas65/status/1495418313291223042?s=11

Facebook/Linkedin @JessupWealthManagement

Twitter/Instagram @JessupWealth

Show Notes:

Article from the WSJ -

https://www.wsj.com/articles/behind-the-feds-slow-pivot-to-tackling-inflation-11644930180?mod=hp_lead_pos4

Tweet from Zerohedge -

https://twitter.com/zerohedge/status/1492982012172505092

Tweet from Matt Miskin -

https://twitter.com/matthew_miskin/status/1491392430989807624

FINANCIAL PLANNING TOPIC OF THE WEEK- What is Capital Gains Tax?

https://www.irs.gov/newsroom/questions-and-answers-on-the-net-investment-income-tax

https://www.kitces.com/blog/long-term-capital-gains-bump-zone-higher-marginal-tax-rate-phase-in-0-rate/

Facebook/LinkedIn: @Jessupwealthmanagement

Twitter/Instagram: @JessupWealth

Show Notes:

Tweet by Liz Ann Sonders -

https://twitter.com/LizAnnSonders/status/1491391121292935168

Facebook/LinkedIn @JessupWealthManagement

Twitter/Instagram @JessupWealth

Show Notes:

Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1486701692531974148

Tweet from Beth Kindig -

https://twitter.com/Beth_Kindig/status/1486664029133234179?s=20&t=mxPpbp4e9REQuPU219vWSw

Tweet by Michael Arouet -

https://twitter.com/michaelaarouet/status/1486311111938957315?s=11

Tweet by Macro Charts -

https://twitter.com/macrocharts/status/1486670324351463428?s=11

Blog post written by Ben Carlson -

https://awealthofcommonsense.com/2021/12/the-pandemic-has-made-everyone-richer/

Facebook/LinkedIn: @JessupWealthManagement

Instagram/Twitter: @JessupWealth

Show Notes:

Tweet from Mike Zaccardi -

[[link]]

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-11640977208

Tweet by Ryan Detrick -

https://twitter.com/RyanDetrick/status/1476998123226640389

Tweet by Matthew Miskin -

https://twitter.com/matthew_miskin/status/1483788952310013957?s=11

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- @JessupWealthManagement

Twitter/Instagram- @JessupWealth

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_pos4

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=KaV2wJ0v

Blog post by the Independent Market Observer -

https://blog.commonwealth.com/independent-market-observer/will-we-see-a-supply-glut-in-2022?

Tweet by Holger Zschaepitz -

https://twitter.com/Schuldensuehner/status/1483397055758356481

Tweet from Jim Perry (Senior Strategist at Market Insights) -

https://twitter.com/mi_jim/status/1483450366058504200

FINANCIAL PLANNING TOPIC OF THE WEEK

https://www.cnbc.com/2022/01/14/feeling-behind-on-retirement-savings-here-are-4-ways-to-get-you-on-track.html

Social Media:

Facebook and LinkedIn: @Jessupwealthmanagement

Twitter and Instagram: @JessupWealth

Episode #132 Topics

The 10-year Treasury Yield is at its highest since February 2020.
Initial Jobless Claims
Update on 2022's January Trifecta
Looking 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:

Tweet from Callie Cox -

https://twitter.com/callieabost/status/1476193072027512833

Tweet by Charlie Bilello -

https://twitter.com/charliebilello/status/1477022633124315136

Charlie Bilello on 1/2/22 -

https://twitter.com/charliebilello/status/1477721057817735175?s=11

Financial Planning Topic of the week -

https://obliviousinvestor.com/

Facebook/LinkedIn: @Jessupwealthmanagement

Instagram/Twitter:@Jessupwealth

Web page from the IRS -

[[link]]

Post from Jeff Hirsch on Tumblr -

https://jeffhirsch.tumblr.com/post/671742668325388288/santa-claus-rally-indicator-starts-today

The First 5 Days of January by: Seth Golden -

https://twitter.com/SethCL/status/1475805309482455042

The Full Month January Barometer by LPL Research -

https://lplresearch.com/2021/02/01/as-goes-january-so-goes-the-year/

Blog Post from Nick Maggiulli -

https://ofdollarsanddata.com/how-to-invest-your-money-when-inflation-is-high/

Tweet by Vala Afshar of Salesforce -

https://twitter.com/valaafshar/status/1475885057587957762?s=11

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-11640544022

Social media:

LinkedIn/Facebook @JessupWealthManagement

Twitter/Instagram @jessupwealth

· Federal student loan moratorium was extended

· Update on Consumer Spending

· Growth vs Value Stocks

· Interest Rates & Inflation

· Santa Claus Rally

· Charitable Distributions

Show Notes

Charts from Brian G.'s blog post -

https://alphacharts.substack.com/about

Tweet from VIX Squared -

https://twitter.com/vixsquared/status/1470137881759002629

Blog post by LPL Research -

https://lplresearch.com/2020/12/23/do-you-believe-in-the-santa-claus-rally/

Financial Planning Topic of the Week -

https://obliviousinvestor.com/whats-the-most-tax-efficient-way-to-give/

Facebook and LinkedIn @JessupWealth Management

Twitter and Instagram @JessupWealth

Show Notes

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: @Jessupwealthmanagement

Twitter/Instagram: @JessupWealth

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 @JessupWealthManagement

Twitter and Instagram @Jessup Wealth

Show Notes

Tweet from George Maroudas -

https://twitter.com/ChicagoAdvisor/status/1466507242631573507

Blog post written by Ben Carlson -

https://awealthofcommonsense.com/2021/09/can-young-people-still-count-on-social-security/

Article written by Meg on FLOW Financial Planning -

https://flowfp.com/right-questions-about-investing/

Tweet from “M Lebon” -

https://twitter.com/longtplextrader/status/1464746225685700609?s=11

Global supply chain update -

https://www.thestreet.com/investing/jpmorgan-sees-sp500-at-5000-in-first-half-2022

Tweet from Walter Bloomberg -

https://twitter.com/deitaone/status/1465411127668613126?s=11

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

Updates from Sam Ro -

[[link]]

Article written by the Schwab Center -

https://www.schwab.com/resource-center/insights/content/does-market-timing-work?

Article written by Michelle Singletary on the Washington Post -

https://www.washingtonpost.com/business/2021/11/05/new-social-security-benefits-statement/

Tweet from Julian Brigden -

https://twitter.com/julianmi2/status/1463920986244452358?s=11

Tweet from Mr. Thomas – Top down charts -

https://twitter.com/callum_thomas/status/1462153930230534145?s=11

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

Show Notes

Tweet by 10K-Diver -

https://twitter.com/10kdiver/status/1460934671835955203

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

Article written by Cullen Roche -

https://www.pragcap.com/is-hyperinflation-coming/

Blog post written by Ben Carlson -

https://awealthofcommonsense.com/2021/07/how-the-stock-market-works-2/

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

Show Notes

Article written by Jeff Hirsch -

https://jeffhirsch.tumblr.com/post/666142500496556032/years-best-3-month-span-about-to-start

Article written by Michael Townsend -

https://www.schwab.com/resource-center/insights/content/congress-drops-most-individual-tax-increases-revised-economic-package?

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-11635931802

Blog post by Brad McMillian -

https://blog.commonwealth.com/independent-market-observer/quick-hits-on-the-markets-and-economy?

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

Tweet from Jeff Levine - https://twitter.com/CPAPlanner/status/1453708300919398403
Tweet from Andrew Thrasher - https://twitter.com/AndrewThrasher/status/1450508901636530179
Blog post by Sam Ro - https://www.tker.co/p/stock-market-historical-facts
Tweet by Samantha Russell - https://twitter.com/samanthatwenty/status/1454073210258042890?s=11
Tweet by Michael Batnick - https://twitter.com/michaelbatnick/status/1453724182236176385?s=11
Tweet by FactSet - https://twitter.com/factset/status/1452789327038136325?s=11
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

Show Notes:

Tweet from Liz Ann Sonders -

https://twitter.com/LizAnnSonders/status/1445415204087648257

Blog written by Barry Ritholtz -

https://twitter.com/LizAnnSonders/status/1445415204087648257

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)

Tweet by Isabelnet -

https://twitter.com/i/lists/103699499

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

Show Notes:

Tweet from George Maroudas - [[link]]
Tweet from Josh Lehner -

https://twitter.com/lehnerjw/status/1448671601994571789

Tweet from Javier Blas -

https://twitter.com/JavierBlas/status/1448729517967691777

Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1441454599257223175

Update on the US consumer from Bloomberg -

https://www.bloomberg.com/features/how-to-invest-10k/?srnd=premium&sref=KaV2wJ0v

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.html

Twitter Handles:

Jessup Wealth Management (@JessupWealth)

Mark McEvily (@MarkMcEvily)

Matthew Jessup (@matthewcjessup)

Tweet from Joe Fahmy -

https://twitter.com/jfahmy/status/1446456475459665925?s=11

Tweet from “Interested Observer” -

https://twitter.com/observationdesk/status/1445746156953210897?s=11

Article from Ryan Detrick of LPL Research -

https://twitter.com/RyanDetrick/status/1445801484969394183

Blog post written by Nick Maggiulli -

https://ofdollarsanddata.com/the-broken-clock/

Twitter Handles:

Jessup Wealth Management (@JessupWealth)

Mark McEvily (@MarkMcEvily)

Matthew Jessup (@matthewcjessup)

Show Notes

Blog post by Morgan Housel -

https://www.collaborativefund.com/blog/numbersandstories/?

Blog post by Ben Carlson -

https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/

Another blog post by Ben Carlson -

https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/?

Tweet from Bullish Rippers -

https://twitter.com/bullishrippers/status/1444151176690348032?s=11

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)

Blog post by Morgan Housel -

https://www.collaborativefund.com/blog/numbersandstories/?

Blog post by Ben Carlson -

https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/

Another blog post by Ben Carlson -

https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/?

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)

Article written by Bespoke -

https://www.bespokepremium.com/interactive/posts/think-big-blog/leveraged-etfs-in-2021

Tweet from Liz Ann Sonders - https://twitter.com/LizAnnSonders/status/1438460964484100098
Article from the WSJ -

https://www.wsj.com/articles/thanksgiving-turkey-shopping-has-already-startedfor-supermarkets-11631784601?mod=djem_WealthJournal

Tweet from “OMGCapital”

https://twitter.com/omgcapital/status/1436742836687450120?s=11

Tweet by Conor Sen – Founder of Peachtree Creek Investments

https://twitter.com/conorsen/status/1437028149896830976?s=11

Blog post by Charlie Bilello -

https://compoundadvisors.com/2021/expectations-are-everything

Twitter Handles:

Jessup Wealth Management (@JessupWealth)

Mark McEvily (@MarkMcEvily)

Matthew Jessup (@matthewcjessup)

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.html

Tweet from Ali Wolf - Chief Economist at Zonda -

https://twitter.com/aliwolfecon/status/1433889711186071554?s=11

Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1433043551445786624

Twitter Handles:

Jessup Wealth Management (@JessupWealth)

Mark McEvily (@MarkMcEvily)

Matthew Jessup (@matthewcjessup)

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

Tweet by Charlie Bilello -

https://twitter.com/charliebilello/status/1431346985135640581?s=11

Tweet by Sarah Ponczek -

https://twitter.com/sarahponczek/status/1427245203077881867?s=11

Article about millennials turning to professionals -

https://www.wealthmanagement.com/client-relations/survey-millennials-increasingly-turn-financial-advisors

Article from LPL Research -

https://lplresearch.com/2021/08/31/here-comes-the-worst-month-of-the-year-2/

Tweet by Ryan Detrick -

https://twitter.com/RyanDetrick/status/1423258039482822658

Article from Ben Carlson -

https://awealthofcommonsense.com/2021/07/there-is-no-such-thing-as-a-normal-market-environment/

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)

Show Notes!

Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233...
Tweet from Liz Ann Sonders - https://twitter.com/lizanns.../status/1431242512434409475...
Tweet from Liz Young - Head of Investment Strategy at Sofi - https://twitter.com/lizyoun.../status/1431319360388407304...
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)

Tweet from “10-K Carl” - https://twitter.com/10k_carl/status/1426250130873896962?s=11
Tweet from Nomi Prins - https://twitter.com/nomiprins/status/1428102593155325965...
Update on consumer credit from cnbc - https://www.cnbc.com/.../transunion-report-americans.../...
Tweet from Morgan Housel - https://twitter.com/morganh.../status/1427683412559552513...
Article written by Jonathan Clements - https://humbledollar.com/2021/07/go-to-extremes/?
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)

Article in ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/.../house-panel-crafting.../
Tweet from Austin Lieberman - https://twitter.com/lieberm.../status/1421212550356770821...
Financial Planning Topic of the week - https://www.collaborativefund.com/blog/%24/

Twitter Handles:

Jessup Wealth Management (@JessupWealth)

Mark McEvily (@MarkMcEvily)

Matthew Jessup (@matthewcjessup)

Twitter Handles:

Jessup Wealth Management (@JessupWealth)

Mark McEvily (@MarkMcEvily)

Matthew Jessup (@matthewcjessup)

Twitter Handles:

Jessup Wealth Management (@JessupWealth)

Mark McEvily (@MarkMcEvily)

Matthew Jessup (@matthewcjessup)

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

Ben Carlson - https://awealthofcommonsense.com/2021/06/how-to-prepare-for-a-lengthy-bull-market/
Michael Batnick - https://theirrelevantinvestor.com/2021/06/09/the-shoeshine-indicator-is-dead/
Jeff Levine - https://twitter.com/cpaplanner/status/1414643330667978761?s=11

Twitter Handles:

Jessup Wealth Management (@JessupWealth) / Twitter

Mark McEvily (@MarkMcEvily) / Twitter

Matthew Jessup (@matthewcjessup) / Twitter

Show Notes:

https://twitter.com/davidschawel/status/1414671306675609604?s=11
https://www.topdowncharts.com/post/a-post-pandemic-investment-boom?fbclid=IwAR3jJpTKcPuF9vXnE6WbvT4Svy5nkxlFlmxINPS9HNJMjXZMdwU-PzhImu4
https://twitter.com/BP_Rising/status/1412090540775071747

Twitter Handles:

Jessup Wealth Management (@JessupWealth) / Twitter

Mark McEvily (@MarkMcEvily) / Twitter

Matthew Jessup (@matthewcjessup) / Twitter

Show Notes:

https://twitter.com/ChartingTrends/status/1411694642660139009
https://www.marketwatch.com/story/retirees-to-youngsters-its-not-as-bad-as-you-think-11622734329?reflink=mw_share_twitter
https://ofdollarsanddata.com/how-much-do-you-need-to-be-financially-independent/

Twitter Handles:

Jessup Wealth Management (@JessupWealth) / Twitter

Mark McEvily (@MarkMcEvily) / Twitter

Matthew Jessup (@matthewcjessup) / Twitter

Show Notes

Tweet by Bill Brewster - https://twitter.com/billbre.../status/1408275555095662593...
Tweet by Drew Wells - https://twitter.com/billbre.../status/1408275555095662593...
Tweet by Michael Batnick - https://twitter.com/michaelbat.../status/1410986452398362626
Financial Planning Topic of the Week - https://www.forbes.com/.../guide-to-income-for-early.../...

Twitter Handles:

Jessup Wealth Management (@JessupWealth) / Twitter

Mark McEvily (@MarkMcEvily) / Twitter

Matthew Jessup (@matthewcjessup) / Twitter

Tweet from Ryan Detrick - https://twitter.com/ryandet.../status/1407535399875055618...
Tweet from Ben Carlson - https://twitter.com/awealth.../status/1407400615098134532...
Article in the Washington Post by Michelle Singletary - https://www.washingtonpost.com/.../cryptocurrency-401k.../

Twitter Handles:

Jessup Wealth Management (@JessupWealth) / Twitter

Mark McEvily (@MarkMcEvily) / Twitter

Matthew Jessup (@matthewcjessup) / Twitter

Show Notes:

Tweet by Brian Feroldi - https://twitter.com/BrianFeroldi/status/1403678732368424961
Tweet by Michaela Arouet - https://twitter.com/MichaelaArouet/status/1403471413063847940
Wonderful quotes from Ian Cassel - Founder of MicroCapClub - https://twitter.com/iancassel/status/1403912561657933830
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
Blog post by Morgan Housel titled - https://www.collaborativefund.com/blog/how-to-do-long-term/
Financial Planning Topic of the week - https://www.wsj.com/articles/whats-in-bidens-american-families-plan-proposal-11619621174

Show notes:

Tweet from Bloomberg - https://twitter.com/schuldensuehner/status/…
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:

https://womenwhomoney.com/why-how-diversify-investment.../
https://www.cnbc.com/.../asset-allocation-cnbc-explains.html
https://womenwhomoney.com/target-date-funds-retirement-plan/
https://www.thebalance.com/the-basics-of-shorting-stock...
https://www.cnbc.com/.../5-mistakes-to-avoid-when...
https://www.cnbc.com/cnbc-explains-equities/

Twitter Handles:

Jessup Wealth Management (@JessupWealth) / Twitter

Mark McEvily (@MarkMcEvily) / Twitter

Matthew Jessup (@matthewcjessup) / Twitter

Show Notes:

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
Tweet from Callum Thomas - https://twitter.com/callum_thomas/status/1396206767768547328?s=11
Quote from Michaela Arouet - https://twitter.com/MichaelaArouet/status/1396109212640587780
Article from CNBC - https://www.cnbc.com/2021/05/19/coinbase-is-down-for-some-users.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail
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:

Tweet by JC Parets - https://twitter.com/allstar.../status/1392906323868651523...
Tweet by The Irrational Investor - https://twitter.com/positio.../status/1394314333849460739...
Blog Post by Charlie Bilello on compoundadvisors.com - https://compoundadvisors.com/.../the-most-important-rule...
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:

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
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
Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../
Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1381666350591016970
Tweet by Peter Mallouk - https://twitter.com/petermallouk/status/1381954651646529536?s=11
Tweet by Gavin Baker - https://twitter.com/gavinsbaker/status/1383815616176422913?s=11
Tweet from Zerohedge on - https://twitter.com/zerohedge/status/1383820631121141765?s=11
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!

Ben Carlson - https://twitter.com/awealth.../status/1380201750137868288...
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:

Tweet from Colibri Trader - https://twitter.com/priceinaction/status/1377927537494462469
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 #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!

Ben Carlson - https://twitter.com/awealthofcs/status/1373291324775006212
Charlie Bilello - https://compoundadvisors.com/2021/whats-the-best-hedge-against-inflation
Ben Carlson - https://awealthofcommonsense.com/2021/03/the-simplest-asset-to-hedge-against-inflation/
WallStJesus - https://twitter.com/WallStJesus/status/1373013919690858507
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
Tweet by Ryan Detrick https://twitter.com/RyanDetrick/status/1369274077777641478
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

Post from Ashby Daniel's blog -The Retirement Field Guide-“Trading One Risk for Another”: https://retirementfieldguide.com/trading-one-risk-for.../...
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

“The Cathie Wood Report” by the Rotation Report [[link]]
Tweet from MacroCharts https://twitter.com/MacroCharts/status/1362008897100382212
Tweet from Ian McMillan https://twitter.com/the_chart_life/status/1362016287954731011
Tweet from Ryan Detrick https://twitter.com/RyanDetrick/status/1362865838974504961
Weekly research note from Charlie Bilello of Compound Advisors https://compoundadvisors.com/2021/6-chart-saturday-2-20-21
Tweet from Barbarian Capital https://twitter.com/BarbarianCap/status/1363157431245758464
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:

"The Best Story Wins" by Morgan Housel. [[link]]
“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/

Tweet from Teddy Vallee (founder & CIO of Pervalle Global) https://twitter.com/teddyvallee/status/1361026072834416660?s=11
Tweet posted by Mr. Blokland. https://twitter.com/jsblokland/status/1360717526179721218
Tweet from Macro Charts. https://twitter.com/MacroCharts/status/1360574448924053505
Tweet from topdowncharts.com. https://twitter.com/PlanMaestro/status/1360968740427415552
“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

Mark & Matt discuss the following on Episode #52

COVID-19 Case Count on the rise
Update on China Trade Deal
Mortgage Rate Update
Printing Money
Low Interest Rates and what they mean for bonds
Who sold stock in February & May?
View of the Recovery, By Blackstone

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt Discuss the Following on Episode #51:

Markets experience largest weekly decline since March
Number of Adults living at home climbs
Update on Housing
The US officially drops into recession according to the National Bureau of Economic Research
Is there a right time to buy stocks?
Relative Strength of US Markets
How unpaid debts are handled when a person passes away

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt Discuss the Following on Episode #50:

Stocks rally on May Job additions and lower than expected unemployment
Playing the “What If” Game with Investing is not ideal
Consumer Credit Drops by $68 Billion in April: What does that mean?
Forward Looking Gains
Automating your investing

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt Discuss the Following on Episode #49:

Stocks continue to rebound
Market Breadth: Are we starting to see more industries participate in the market’s recovery?
Personal savings rate spikes to a record high
Stocks move quickly from oversold to overbought
Tax Filing Deadline Reminder & what that means
Basics of ETFs (Exchange Traded Funds)

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt Discuss the Following on Episode #48:

Renewed Tension Between The US & China
More Growth vs Value Data & Diversification
Why Failed Predictions Don’t Matter
% of Periods Where The Dow Had a Positive Return
US Debt To GDP
How To Protect Your Credit if Your Income Takes a Hit

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt Discuss the Following on Episode #47:

Grocery Store Prices Rise
Are we already getting back to normal?
HEROES Proposed Stimulus Package
Home Buying Demand Passes Pre-Corona Levels
The perceived risks in stocks and bonds

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt Discuss the Following on Episode #46:

Re-Opening ramps up
Unemployment Data
Pent Up Demand for Consumption
Social Security: Will it stick around?

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt Discuss the Following on Episode #45:

Climbing the wall of worry
The disconnect between the stock market and the economy
How are low interest rates affecting the stock market losses?
Focusing on what you can control

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt Discuss the Following on Episode #44:

States begin opening up in phases
What is going on with oil?
The money supply
Time to think about Roth conversions?

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt discuss COVID-19 updates, the relationship between Private Equity and Public Pension Plans, stocks anticipating economic recoveries, and retirement planning in 2020.

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt Discuss the Following on Episode #42:

Second economic stimulus bill on the way
Tracking COVID-19 and how to re-open the economy
Reviewing relief for retirement accounts
Is the sell off different this time?
Sources for emergency cash

*Show notes from this episode can be found HERE

Company Website:

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt Discuss the Following on Episode #41:

Markets Rebound off of the lows
What are the markets watching right now?
4 Questions that investors have currently
Corporate Insiders scooping of shares of stock amid selloff?
It may be time to revisit your IRA Beneficiaries

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup

Mark & Matt Discuss the Following on Episode #40:

This week, Mark and Matt dig into The Coronavirus Aid, Relief, and Economic Stimulus Act of 2020 (CARES). Included is discussion about the following:

Direct Checks to American Households
Coronavirus Distributions from certain retirement accounts
Loan Enhancements from Employer Sponsored Retirement Plans
Required Minimum Distributions are eliminated for 2020
Student Loan Relief
Unemployment Benefits Expanded
How the CARES Act Bill helps Small Business Owners

Twitter: @MarkMcEvily, @matthewjessup, @jessupwealth

Joining us this week is Paul Hickey. Paul is the founder of Bespoke Investment Group and head portfolio manager for Bespoke’s Wealth Management services. Paul's professional experience in finance runs the spectrum of equities, fixed income, and structured products. He is also a frequent guest on Bloomberg and CNBC. The three discuss the following on Episode #39:

Intro to Paul and how he got started in the industry
Paul's current position with Bespoke (day to day roles/responsibilities)
What is Paul’s research telling him right now in regards to equity markets?
Bear Markets and how they end
Most important things for the market right now
Dramatic price dislocations over the past few weeks due to lack of liquidity
How individual US sectors will be impacted
Presidential Election

Bespoke Twitter Account: @bespokeinvest

Website: www.bespokepremium.com

Mark & Matt Discuss the Following on Episode #38:

Fed cuts interest rates in emergency fashion (again)
Potential Stimulus Plans from Government
Why are we seeing such volatile price swings from day to day?
Risk/Reward of investing in the stock market
Is it time to refinance your mortgage?

Joining Mark and Matt this week is Brad McMillan. Brad is the Chief Investment Officer and Managing Principal of Commonwealth Financial Network. Brad has his own blog where he posts his thoughts every couple of days. He is regularly quoted in the media, including the Wall Street Journal, Barron's and the New York Times. Brad is also a regular guest on Bloomberg and CNBC. The three discuss the following on the podcast:

Brad's Background
The current market environment
- The Coronavirus
- Record Low Treasury Yields
- Consumer Spending
- Federal Reserve Stimulus
Brad's Book - Crash Test Investing

Check out Brad's Blog "The Independent Market Observer"

Twitter: @BradMcMillanCFA

Crash-Test Investing: How to Put Seat Belts on Your Portfolio for the Bumpy Road Ahead

Mark & Matt Discuss the Following on Episode #36:

State of the Markets after volatile week of trading
Making decisions under stress is never a good idea
Average returns for the market after previous, similar sell offs
We need to go through tough periods in the market to enjoy the returns of stocks over the long run
Dollar Cost Averaging VS Lump Sum Investing

Mark & Matt Discuss the Following on Episode #35:

Volatility returns to the stock market
Does anyone truly know the reason for rising and falling stock prices?
The importance of choosing your retirement accounts wisely
Fear mongering in the media
Earnings Growth
Which S&P 500 sectors have the most revenue exposure to China?
The real value of $100 in your metro area
Emergency Savings Accounts

Joining Mark this week is Ashby Daniels. Ashby is a financial advisor in the Pittsburgh area with Shorebridge Wealth Management. He also has his own blog: The Retirement Field Guide. Mark and Ashby discuss the following on this episode:

Ashby’s background
The SECURE Act:
Elimination of the Stretch IRA provision in favor of the 10 year distribution rule
RMD Age moved back from 70.5 to 72
Contributing to a Traditional IRA beyond 70.5 if still working
Ashby’s favorite financial planning tips

Where to find Ashby:

Blog: The Retirement Field Guide: https://retirementfieldguide.com/

Twitter: @DanielsAshby

Mark and Matt have their first guest on the podcast:

Lindsey Griffin, who works in the Financial Aid & Admission Office at The University of Dayton joins the podcast to discuss the following:

What is FAFSA (Free Application for Federal Student Aid)?
- How does one apply?
- How long is the process?
- What information do parents need to complete the application?
- What determines how much financial aid students will get?
- What are some things that people should pay attention to when applying for financial aid?
- What are some common misconceptions surrounding financial aid?
What else is currently available in terms of financial aid for students?

Mark & Matt discuss the following on Episode 32:

Caronavirus Update
National Financial Conditions Index
The problem with listening to predictions
Good Debt & Bad Debt

Mark & Matt discuss the following on Episode 31:

More on the Caronavirus
Past Epidemics: How have the global markets been impacted?
What is Wealth?
Changes to how Credit Scores are calculated

Mark & Matt discuss the following on Episode 30:

Phase 1 Trade Deal with China: Under The Hood
Catchy Impeachment News: All bark, no bite?
Taking Social Security Early: Worth it?
Simplifying Personal Finance

Mark & Matt discuss the following on Episode 29:

US/Iran & US/China Update
Brexit Set for January 31st
Dollar weakness and what that could mean
Are stocks overbought?
The top 10 most searched terms on Investopedia in 2019
Kiddie Roth IRA instead of cash gifts

Mark & Matt discuss the following on Episode 28:

US Drone Strike in Middle East Causes Oil Spike
Corporate Profit & US Consumer Strength
Saving vs Investing
Auto Sales
“The Financial Priority Pyramid”

Mark & Matt discuss the following on Episode 27:

Stocks finish the year strong
Q4 Earnings Season beginning soon
State of the Markets heading into 2020
Follow up to last weeks discussion of the SECURE Act

Mark & Matt Discuss the following on Episode 26:

Markets continue year end strength
Potential market risks in the coming years
The SECURE Act: Important changes to retirement rules and regulations

Mark & Matt Discuss the Following on Episode #25:

US & China Strike Agreement on Phase 1 Trade Deal
Results of the UK election
Annualized S&P 500 Returns
Housing Market Update
What does “Dollar Weakness” mean?
Planning for health insurance when retiring before age 65

Mark & Matt Discuss the Following on Episode #24:

Stock Market Consolidating
The decade ending with no recession?
Can the market go higher?
Cyclicals vs Growth Divergence
Year End Financial Planning Tips

Mark & Matt Discuss the Following on Episode #23:

Small Cap Stocks Breakout
Is volatility about to pick up again?
Strong Holiday Spending Season?
IRS 2020 Contribution Limits and more key numbers for 2020

Mark & Matt Discuss the Following on Episode #22:

International Events: Hong Kong Elections & Uber in London
Not all stocks are at 52 week highs
What happened to all of the volatility?
What would you have done in 2009?
Basics of an HSA

Mark & Matt discuss the following on Episode 21:

Markets continue to make new highs
Wrap up of Q3 Earnings Reports
New Housing Starts and its relationship with the Economy
Falling in love with a publicly traded company’s “story”
What Fed Rate Cuts mean for the Average American

Mark & Matt discuss the following on Episode 20:

End of October performance for major indexes
Fed lowers rates again by .25%
APEC summit cancelled where Phase 1 trade deal was anticipated to be signed
Financial Planning in your 40’s

Mark & Matt discuss the following on Episode 19:

S&P 500 Breaks out to a new all time high
Focus shifts briefly from Earnings to the Fed Interest Rate announcement
Stock Market Pullbacks of 5% or more
Have an old 401k? Here are your options

Mark & Matt discuss the following on Episode 18:

Earnings Reports: So Far So Good
Recent Dollar Weakness & What it Means
The Current Bull Market
Beneficiary Planning: Why it is so important

Mark & Matt discuss the following on Episode 17:

Earnings Season Kicks Off
The Fed Increases the Money Supply
Top 11 Retirement Planning Questions

Mark discusses the following on Episode 16:

The market reacting to every headline about China trade
Major online brokerage firms cut trading costs to $0
New tax software
A Fidelity study on Americans and details about their 401k’s

Mark & Matt discuss the following on Episode 15:

Rocky start to the markets in Q4 of 2019
More Recession talk
Does the Growth vs Value debate really matter?
Recording from Colorado!

Mark & Matt discuss the following on Episode 14:

Impeachment rumors and how it has affected the markets in the past
Having rules for investing and major financial decisions
Proper wealth transfer to the next generation

Mark & Matt discuss the following on Episode 13:

The Fed cuts interest rates by .25%
Drone Strike on Saudi Aramco Oil Facility
Rising Healthcare Costs
An article that talks about difficult discussions with parents about Estate & Wealth Planning

Mark & Matt discuss the following on Episode 12:

Stocks Breaking Out of Their August Range
Article by Morgan Housel “Short Investing Beliefs”
“Recession” google searches spiking the most since ‘08
Article by Jason Zweig of the Wall Street Journal on Risk Tolerance

Mark & Matt discuss the following on Episode 11:

August Returns not as bad as it seemed
Aggressive sectors still outperforming on a long term basis
Based on historical data, there still could be room to run to the upside in the markets after a yield curve inversion
Differences between an IRA and 401k that everyone should be aware of

Mark & Matt discuss the following on Episode 10:

The return of market volatility
The S&P 500 is now yielding more than the 30 year Treasury
Data that indicates the consumer is strong
An article that talks about calibrating your risk tolerance

Mark & Matt discuss the following on Episode 9:

Consumer Spending & New Vehicle Registrations
Growth Stocks VS Value Stocks
Sticking to your financial plan with the recent market volatility
Amazon’s Entry Into Real Estate
Explanation of the Stock Indices We Track

Mark & Matt discuss the following on Episode 8:

Stocks rise on positive tariff news but gains quickly erased after the 2 Year & 10 Year Treasuries fire off recession fears
Danish bank is offering a mortgage with a negative 0.5% interest rate for a 10 year loan
Can the Market continue higher with several warning signs flashing?
The new Apple Credit Card

Mark & Matt discuss the following on Episode 7:

Large sell off in the market & Rocky Start to August: US/China Trade and the Federal Reserve
The Patent Factor: Do companies with patents outperform those without?
Higher Yielding Stocks than the 30 – Year Treasury Bond
Recession Indicators?
An article that discusses ways grandparents can help save for college

Mark discusses the following on Episode 6:

July month end performance numbers for the major indexes
The Federal Reserve’s decision to cut interest rates by .25%
Continual flow of negative economic information
Even Economists can be wrong
An article that outlines 4 steps you can take today to increase your probability of financial freedom and success

Mark and Matt discuss the following on Episode 5:

Earnings reports from NFLX, FB, BA & TSLA
Corporate Tax Reform, it’s impact thus far on companies and why it might be in the spotlight during the 2020 election
Data suggesting a small percentage of stocks are driving most of the gains in the markets this year
Economic data sending mixed signals with the markets hitting all-time highs
A Vanguard study that shows how Americans save in their defined contribution plans. Mark and Matt discuss key points made by Michael Batnick, who gave his perspective on this huge study.

Mark and Matt discuss the following on Episode 4:

China GDP for Q2 and the impacts of the trade war starting to ripple through global economies
Global debt and negative interest rates
The Fed
Q2 Earnings Season kicks off
"The Best Advice I Ever Got" : Financial professionals sharing the best guidance they have received and how it impacted their lives.

Mark and Matt discuss the following on Episode 3

Yield curve inversion and what that has typically meant for the markets going forward
Investor sentiment: what it means and where we stand currently
Barron's article that discusses "pay to play" with large wirehouses, brokerages and mutual fund companies
Annuities: Details to think about

Mark and Matt also answer 3 questions from listeners!

“Full disclosure, while we prioritize the use of individual stocks, we will use MF’s and ETF’s with our clients if they ask us to do so. Similar to the points illustrated in the Barron's article and this discussion, there could be conflicts of interest in both revenue sharing and soft dollar arrangements as well if we are using MF's and ETF's. Please review Commonwealth’s Brochure, found at www.commonwealth.com/disclosure for specifics.”

Mark and Matt discuss the recent G20 Summit, The Fed and earnings season right around the corner. Be sure to listen to the end, where Mark and Matt break retirement down into 3 steps!

In this episode of the Independent Advisors, Mark and Matt introduce themselves and the podcast to listeners and give background on who they are, what they do, and their paths to get to where they are today. They outline the general format of the podcast and what future episodes will look like. They give information on how to listen to the podcast and what listeners can expect going forward.

Jessup WM does not respond to any comments or reviews on any podcast marketplace. Please email us at mark@jessupwealthmanagement.com to provide us with your feedback and topic suggestions.