Episodes
158
July 14, 2022
The Independent Advisors Episode 158: The Awkward Phase of the Market
Show Notes 1. 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 2. Tweet by Carl Quintranilla - https://twitter.com/carlquintanilla/status/1542550502155714562 3. Blog Post from Ben Carlson - https://awealthofcommonsense.com/2022/06/how-long-does-it-take-for-stocks-to-bottom-in-a-bear-market/ 4. Tweet by Bloomberg’s Lisa Abramowicz - https://twitter.com/lisaabramowicz1/status/1546...
158
July 14, 2022
The Independent Advisors Episode 158: The Awkward Phase of the Market
Show Notes 1. 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 2. Tweet by Carl Quintranilla - https://twitter.com/carlquintanilla/status/1542550502155714562 3. Blog Post from Ben Carlson - https://awealthofcommonsense.com/2022/06/how-long-does-it-take-for-stocks-to-bottom-in-a-bear-market/ 4. Tweet by Bloomberg’s Lisa Abramowicz - https://twitter.com/lisaabramowicz1/status/1546...
157
July 7, 2022
The Independent Advisors Episode 157: Grin and "Bear" It
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:...
157
July 7, 2022
The Independent Advisors Episode 157: Grin and "Bear" It
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:...
157
July 7, 2022
The Independent Advisors Episode 157: Grin and "Bear" It
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:...
156
June 30, 2022
The Independent Advisors Episode 156: How to prepare for a child's or grandchild's college experience and expenses.
Social Media: Facebook/LinkedIn: @JessupWealthManagement Instagram/Twitter: @JessupWealth
156
June 30, 2022
The Independent Advisors Episode 156: How to prepare for a child's or grandchild's college experience and expenses.
Social Media: Facebook/LinkedIn: @JessupWealthManagement Instagram/Twitter: @JessupWealth
156
June 30, 2022
The Independent Advisors Episode 156: How to prepare for a child's or grandchild's college experience and expenses.
Social Media: Facebook/LinkedIn: @JessupWealthManagement Instagram/Twitter: @JessupWealth
155
June 23, 2022
The Independent Advisors Episode 155: Bad News is Good News
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 b...
155
June 23, 2022
The Independent Advisors Episode 155: Bad News is Good News
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 b...
155
June 23, 2022
The Independent Advisors Episode 155: Bad News is Good News
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 b...
154
June 16, 2022
The Independent Advisors Episode 154: Roll with the Punches
Show Notes 1. Blog post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/686348118572351488/remember-junes-midterm-weakness 2. Tweet by Jeroen Blokland - https://twitter.com/jsblokland/status/1532370619299340288 3. 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 4. Tweet by John Authers - https://twitter.com/johnauthers/status/1535270669872668674?s=20&t=vPooiorhTeKR-js9L...
154
June 16, 2022
The Independent Advisors Episode 154: Roll with the Punches
Show Notes 1. Blog post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/686348118572351488/remember-junes-midterm-weakness 2. Tweet by Jeroen Blokland - https://twitter.com/jsblokland/status/1532370619299340288 3. 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 4. Tweet by John Authers - https://twitter.com/johnauthers/status/1535270669872668674?s=20&t=vPooiorhTeKR-js9L...
154
June 16, 2022
The Independent Advisors Episode 154: Roll with the Punches
Show Notes 1. Blog post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/686348118572351488/remember-junes-midterm-weakness 2. Tweet by Jeroen Blokland - https://twitter.com/jsblokland/status/1532370619299340288 3. 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 4. Tweet by John Authers - https://twitter.com/johnauthers/status/1535270669872668674?s=20&t=vPooiorhTeKR-js9L...
153
June 9, 2022
The Independent Advisors Episode 153: Leading Stories that Don't Make the Headlines.
Show Notes: 1. Series of articles on changes to SEC regulations around trading - - https://www.wsj.com/articles/secs-trading-shake-up-expected-to-face-heavy-opposition-11654631947?mod=hp_lead_pos6 - https://www.wsj.com/articles/wall-street-pushes-back-as-sec-targets-business-practice-that-generates-billions-11636376401?mod=article_inline - https://www.wsj.com/video/series/wsj-glossary/gamestop-saga-spurs-debate-over-payment-for-order-flow-practice/3B961B5F-8569-4EB5-B58B-1C1E9C3FF4E0?mod=art...
153
June 9, 2022
The Independent Advisors Episode 153: Leading Stories that Don't Make the Headlines.
Show Notes: 1. Series of articles on changes to SEC regulations around trading - - https://www.wsj.com/articles/secs-trading-shake-up-expected-to-face-heavy-opposition-11654631947?mod=hp_lead_pos6 - https://www.wsj.com/articles/wall-street-pushes-back-as-sec-targets-business-practice-that-generates-billions-11636376401?mod=article_inline - https://www.wsj.com/video/series/wsj-glossary/gamestop-saga-spurs-debate-over-payment-for-order-flow-practice/3B961B5F-8569-4EB5-B58B-1C1E9C3FF4E0?mod=art...
153
June 9, 2022
The Independent Advisors Episode 153: Leading Stories that Don't Make the Headlines.
Show Notes: 1. Series of articles on changes to SEC regulations around trading - - https://www.wsj.com/articles/secs-trading-shake-up-expected-to-face-heavy-opposition-11654631947?mod=hp_lead_pos6 - https://www.wsj.com/articles/wall-street-pushes-back-as-sec-targets-business-practice-that-generates-billions-11636376401?mod=article_inline - https://www.wsj.com/video/series/wsj-glossary/gamestop-saga-spurs-debate-over-payment-for-order-flow-practice/3B961B5F-8569-4EB5-B58B-1C1E9C3FF4E0?mod=art...
152
June 2, 2022
The Independent Advisors Episode 152: The Health of the Economy vs. Inflation
Show Notes 1. Tweet from Ophir Gottlieb - [[link]] 2. Tweet from David Cox - https://twitter.com/DavidCoxWG/status/1526626208842063872 3. Article from Bespoke - https://www.bespokepremium.com/interactive/posts/think-big-blog/bond-market-massively-oversold 4. 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: @JessupW...
152
June 2, 2022
The Independent Advisors Episode 152: The Health of the Economy vs. Inflation
Show Notes 1. Tweet from Ophir Gottlieb - [[link]] 2. Tweet from David Cox - https://twitter.com/DavidCoxWG/status/1526626208842063872 3. Article from Bespoke - https://www.bespokepremium.com/interactive/posts/think-big-blog/bond-market-massively-oversold 4. 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: @JessupW...
152
June 2, 2022
The Independent Advisors Episode 152: The Health of the Economy vs. Inflation
Show Notes 1. Tweet from Ophir Gottlieb - [[link]] 2. Tweet from David Cox - https://twitter.com/DavidCoxWG/status/1526626208842063872 3. Article from Bespoke - https://www.bespokepremium.com/interactive/posts/think-big-blog/bond-market-massively-oversold 4. 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: @JessupW...
151
May 26, 2022
The Independent Advisors Episode 151: Capture the Upside
Show Notes: 1. The WSJ, “SEC to Propose More Disclosure Requirements for ESG Funds” - https://www.wsj.com/articles/sec-to-propose-more-disclosure-requirements-for-esg-funds-11653498000?mod=markets_lead_pos2 2. Blog post from Ryan Detrick - https://lplresearch.com/2022/05/18/six-things-to-know-about-bear-markets/ 3. Blog post from Peter Lazaroff - https://www.plancorp.com/blog/bear-market 4. Blog post by Ben Carlson - https://awealthofcommonsense.com/2022/05/things-you-see-in-every-bear-m...
151
May 26, 2022
The Independent Advisors Episode 151: Capture the Upside
Show Notes: 1. The WSJ, “SEC to Propose More Disclosure Requirements for ESG Funds” - https://www.wsj.com/articles/sec-to-propose-more-disclosure-requirements-for-esg-funds-11653498000?mod=markets_lead_pos2 2. Blog post from Ryan Detrick - https://lplresearch.com/2022/05/18/six-things-to-know-about-bear-markets/ 3. Blog post from Peter Lazaroff - https://www.plancorp.com/blog/bear-market 4. Blog post by Ben Carlson - https://awealthofcommonsense.com/2022/05/things-you-see-in-every-bear-m...
151
May 26, 2022
The Independent Advisors Episode 151: Capture the Upside
Show Notes: 1. The WSJ, “SEC to Propose More Disclosure Requirements for ESG Funds” - https://www.wsj.com/articles/sec-to-propose-more-disclosure-requirements-for-esg-funds-11653498000?mod=markets_lead_pos2 2. Blog post from Ryan Detrick - https://lplresearch.com/2022/05/18/six-things-to-know-about-bear-markets/ 3. Blog post from Peter Lazaroff - https://www.plancorp.com/blog/bear-market 4. Blog post by Ben Carlson - https://awealthofcommonsense.com/2022/05/things-you-see-in-every-bear-m...
150
May 19, 2022
The Independent Advisors Episode 150: In good times and bad, we are here, this is our purpose.
Show Notes: Check out this week's Show Notes before milestone episode #150 goes live tomorrow afternoon! 1. Tweet by FactSet - https://twitter.com/FactSet/status/1525947131546181643 2. Tweet by Charlie Bilello - https://twitter.com/charliebilello/status/1522565809708711936 3. Tweet by Gordon Johnson - https://twitter.com/GordonJohnson19/status/1523347192840290309 Social Media Facebook and LinkedIn: @Jessupwealthmanagement Twitter and Instagram: @JessupWealth