Episodes

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

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

Show Notes: 1. Article from Bloomberg - https://www.bloomberg.com/news/articles/2021-05-24/biden-tax-hikes-are-hitting-resistance-with-no-room-for-error?srnd=premium 2. Tweet from Callum Thomas - https://twitter.com/callum_thomas/status/1396206767768547328?s=11 3. Quote from Michaela Arouet - https://twitter.com/MichaelaArouet/status/1396109212640587780 4. Article from CNBC - https://www.cnbc.com/2021/05/19/coinbase-is-down-for-some-users.html?__source=iosappshare%7Ccom.apple.UIKit.activity....

Show Notes: 1. Article from Bloomberg - https://www.bloomberg.com/news/articles/2021-05-24/biden-tax-hikes-are-hitting-resistance-with-no-room-for-error?srnd=premium 2. Tweet from Callum Thomas - https://twitter.com/callum_thomas/status/1396206767768547328?s=11 3. Quote from Michaela Arouet - https://twitter.com/MichaelaArouet/status/1396109212640587780 4. Article from CNBC - https://www.cnbc.com/2021/05/19/coinbase-is-down-for-some-users.html?__source=iosappshare%7Ccom.apple.UIKit.activity....

Show Notes: 1. Article from Bloomberg - https://www.bloomberg.com/news/articles/2021-05-24/biden-tax-hikes-are-hitting-resistance-with-no-room-for-error?srnd=premium 2. Tweet from Callum Thomas - https://twitter.com/callum_thomas/status/1396206767768547328?s=11 3. Quote from Michaela Arouet - https://twitter.com/MichaelaArouet/status/1396109212640587780 4. Article from CNBC - https://www.cnbc.com/2021/05/19/coinbase-is-down-for-some-users.html?__source=iosappshare%7Ccom.apple.UIKit.activity....

Mark & Matt Discuss the Following on Episode #99: Active Investment Manager Exposure to S&P 500 Dividend Growth vs Dividend Value Performance Difference between Growth and Value Stocks The Most Important Rule in Investing? New Retirement Legislation in the works Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by JC Parets - https://twitter.com/allstar.../status/139...

Mark & Matt Discuss the Following on Episode #99: Active Investment Manager Exposure to S&P 500 Dividend Growth vs Dividend Value Performance Difference between Growth and Value Stocks The Most Important Rule in Investing? New Retirement Legislation in the works Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by JC Parets - https://twitter.com/allstar.../status/139...

Mark & Matt Discuss the Following on Episode #99: Active Investment Manager Exposure to S&P 500 Dividend Growth vs Dividend Value Performance Difference between Growth and Value Stocks The Most Important Rule in Investing? New Retirement Legislation in the works Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by JC Parets - https://twitter.com/allstar.../status/139...

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-mark...

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-mark...

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-mark...

Matt & Aaron Discuss the Following on Episode #97: Update on Elective Surgeries Travel Update (i.e. travel booking websites activity) Update on Inflation Estimates Stats on “Sell in May & Go Away” Financial Planning Topic of the Week: “Ordering the Combo: Life Insurance with LTC Benefits” Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://www.bbc.com/news/world-us-c...

Matt & Aaron Discuss the Following on Episode #97: Update on Elective Surgeries Travel Update (i.e. travel booking websites activity) Update on Inflation Estimates Stats on “Sell in May & Go Away” Financial Planning Topic of the Week: “Ordering the Combo: Life Insurance with LTC Benefits” Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://www.bbc.com/news/world-us-c...

Matt & Aaron Discuss the Following on Episode #97: Update on Elective Surgeries Travel Update (i.e. travel booking websites activity) Update on Inflation Estimates Stats on “Sell in May & Go Away” Financial Planning Topic of the Week: “Ordering the Combo: Life Insurance with LTC Benefits” Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://www.bbc.com/news/world-us-c...

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 - ...

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 - ...

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 - ...

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

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

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

Mark & Aaron Discuss the Following on Episode #94: Q1 Equity Returns Top 5 Wealth Killers Tax Consequences of short term trading More inflation numbers What to do if you’re a decade away from retirement 1. Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../ 2. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1381666350591016970 3. Tweet by Peter Mallouk - https://twitter.com/petermallouk/status/1381954651646529536?s=11 4. Tweet by Gavin Bak...

Mark & Aaron Discuss the Following on Episode #94: Q1 Equity Returns Top 5 Wealth Killers Tax Consequences of short term trading More inflation numbers What to do if you’re a decade away from retirement 1. Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../ 2. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1381666350591016970 3. Tweet by Peter Mallouk - https://twitter.com/petermallouk/status/1381954651646529536?s=11 4. Tweet by Gavin Bak...

Mark & Aaron Discuss the Following on Episode #94: Q1 Equity Returns Top 5 Wealth Killers Tax Consequences of short term trading More inflation numbers What to do if you’re a decade away from retirement 1. Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../ 2. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1381666350591016970 3. Tweet by Peter Mallouk - https://twitter.com/petermallouk/status/1381954651646529536?s=11 4. Tweet by Gavin Bak...

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