Episodes

93
April 15, 2021

The Independent Advisors Podcast Episode 93: Leadership Change in the Market

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...
93
April 15, 2021

The Independent Advisors Podcast Episode 93: Leadership Change in the Market

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...
92
April 6, 2021

The Independent Advisors Podcast Episode 92: New Infrastructure Spending Plan, Housing Market update & Investing in your 30's

Mark & Matt Discuss the Following on Episode #92: Huge Jump in Jobs in March 2021 New Infrastructure Spending Plan US Housing Update Manufacturing Update Understanding Market Moves Investing in your 30’s Show Notes: 1. Tweet from Colibri Trader - https://twitter.com/priceinaction/status/1377927537494462469 2. Tweet from Macro Charts - https://twitter.com/MacroCharts/status/1377953964998672386 Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily...
92
April 6, 2021

The Independent Advisors Podcast Episode 92: New Infrastructure Spending Plan, Housing Market update & Investing in your 30's

Mark & Matt Discuss the Following on Episode #92: Huge Jump in Jobs in March 2021 New Infrastructure Spending Plan US Housing Update Manufacturing Update Understanding Market Moves Investing in your 30’s Show Notes: 1. Tweet from Colibri Trader - https://twitter.com/priceinaction/status/1377927537494462469 2. Tweet from Macro Charts - https://twitter.com/MacroCharts/status/1377953964998672386 Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily...
92
April 6, 2021

The Independent Advisors Podcast Episode 92: New Infrastructure Spending Plan, Housing Market update & Investing in your 30's

Mark & Matt Discuss the Following on Episode #92: Huge Jump in Jobs in March 2021 New Infrastructure Spending Plan US Housing Update Manufacturing Update Understanding Market Moves Investing in your 30’s Show Notes: 1. Tweet from Colibri Trader - https://twitter.com/priceinaction/status/1377927537494462469 2. Tweet from Macro Charts - https://twitter.com/MacroCharts/status/1377953964998672386 Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily...
90
March 25, 2021

The Independent Advisors Podcast Episode 90: Hedges Against Inflation

Mark & Matt Discuss the Following on Episode #90: FED Remains Accommodative Hedges Against Inflation Bond Market Update More S&P 500 Price Target from “Experts” How to save when expecting a baby Show Notes! 1. Ben Carlson - https://twitter.com/awealthofcs/status/1373291324775006212 2. Charlie Bilello - https://compoundadvisors.com/2021/whats-the-best-hedge-against-inflation 3. Ben Carlson - https://awealthofcommonsense.com/2021/03/the-simplest-asset-to-hedge-against-inflation/ 4. WallS...
90
March 25, 2021

The Independent Advisors Podcast Episode 90: Hedges Against Inflation

Mark & Matt Discuss the Following on Episode #90: FED Remains Accommodative Hedges Against Inflation Bond Market Update More S&P 500 Price Target from “Experts” How to save when expecting a baby Show Notes! 1. Ben Carlson - https://twitter.com/awealthofcs/status/1373291324775006212 2. Charlie Bilello - https://compoundadvisors.com/2021/whats-the-best-hedge-against-inflation 3. Ben Carlson - https://awealthofcommonsense.com/2021/03/the-simplest-asset-to-hedge-against-inflation/ 4. WallS...
90
March 25, 2021

The Independent Advisors Podcast Episode 90: Hedges Against Inflation

Mark & Matt Discuss the Following on Episode #90: FED Remains Accommodative Hedges Against Inflation Bond Market Update More S&P 500 Price Target from “Experts” How to save when expecting a baby Show Notes! 1. Ben Carlson - https://twitter.com/awealthofcs/status/1373291324775006212 2. Charlie Bilello - https://compoundadvisors.com/2021/whats-the-best-hedge-against-inflation 3. Ben Carlson - https://awealthofcommonsense.com/2021/03/the-simplest-asset-to-hedge-against-inflation/ 4. WallS...
89
March 19, 2021

The Independent Advisors Podcast Episode 89: Spikes & Dives : Rates and Stocks

Mark & Matt Discuss the Following on Episode #89: American Rescue Plan Becomes Law NASDAQ Corrects >10% How has inflation historically impacted stocks? What to consider when refinancing your mortgage 1. Tweet by Ryan Detrick https://twitter.com/RyanDetrick/status/1369274077777641478 2. Tweet by Austen Allred https://twitter.com/austen/status/1367984185093324803?s=11 Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (...
89
March 19, 2021

The Independent Advisors Podcast Episode 89: Spikes & Dives : Rates and Stocks

Mark & Matt Discuss the Following on Episode #89: American Rescue Plan Becomes Law NASDAQ Corrects >10% How has inflation historically impacted stocks? What to consider when refinancing your mortgage 1. Tweet by Ryan Detrick https://twitter.com/RyanDetrick/status/1369274077777641478 2. Tweet by Austen Allred https://twitter.com/austen/status/1367984185093324803?s=11 Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (...
89
March 19, 2021

The Independent Advisors Podcast Episode 89: Spikes & Dives : Rates and Stocks

Mark & Matt Discuss the Following on Episode #89: American Rescue Plan Becomes Law NASDAQ Corrects >10% How has inflation historically impacted stocks? What to consider when refinancing your mortgage 1. Tweet by Ryan Detrick https://twitter.com/RyanDetrick/status/1369274077777641478 2. Tweet by Austen Allred https://twitter.com/austen/status/1367984185093324803?s=11 Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (...
88
March 9, 2021

The Independent Advisors Podcast Episode 88: Retirement Accounts- What you need to know for 2021

Show Notes: 1.Tweet from Michael Goodwell on March 4th: https://twitter.com/MichaelGoo.../status/1367579207530856458 2. Post from Ashby Daniel's blog -The Retirement Field Guide-“Trading One Risk for Another”: https://retirementfieldguide.com/trading-one-risk-for.../... 3. Excerpt from LPL Research: https://lplresearch.com/.../26/three-charts-you-need-to-see/ Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcje...
88
March 9, 2021

The Independent Advisors Podcast Episode 88: Retirement Accounts- What you need to know for 2021

Show Notes: 1.Tweet from Michael Goodwell on March 4th: https://twitter.com/MichaelGoo.../status/1367579207530856458 2. Post from Ashby Daniel's blog -The Retirement Field Guide-“Trading One Risk for Another”: https://retirementfieldguide.com/trading-one-risk-for.../... 3. Excerpt from LPL Research: https://lplresearch.com/.../26/three-charts-you-need-to-see/ Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcje...
88
March 9, 2021

The Independent Advisors Podcast Episode 88: Retirement Accounts- What you need to know for 2021

Show Notes: 1.Tweet from Michael Goodwell on March 4th: https://twitter.com/MichaelGoo.../status/1367579207530856458 2. Post from Ashby Daniel's blog -The Retirement Field Guide-“Trading One Risk for Another”: https://retirementfieldguide.com/trading-one-risk-for.../... 3. Excerpt from LPL Research: https://lplresearch.com/.../26/three-charts-you-need-to-see/ Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcje...
87
March 4, 2021

The Independent Advisors Podcast Episode 87: Interview with, Guest Co-Host, J.C. Parets

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter
87
March 4, 2021

The Independent Advisors Podcast Episode 87: Interview with, Guest Co-Host, J.C. Parets

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter
87
March 4, 2021

The Independent Advisors Podcast Episode 87: Interview with, Guest Co-Host, J.C. Parets

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter
86
Feb. 23, 2021

The Independent Advisors Podcast Episode 86: Like it or not, we are in an uptrend!

1. “The Cathie Wood Report” by the Rotation Report [[link]] 2. Tweet from MacroCharts https://twitter.com/MacroCharts/status/1362008897100382212 3. Tweet from Ian McMillan https://twitter.com/the_chart_life/status/1362016287954731011 4. Tweet from Ryan Detrick https://twitter.com/RyanDetrick/status/1362865838974504961 5. Weekly research note from Charlie Bilello of Compound Advisors https://compoundadvisors.com/2021/6-chart-saturday-2-20-21 6. Tweet from Barbarian Capital https://twitter.co...
86
Feb. 23, 2021

The Independent Advisors Podcast Episode 86: Like it or not, we are in an uptrend!

1. “The Cathie Wood Report” by the Rotation Report [[link]] 2. Tweet from MacroCharts https://twitter.com/MacroCharts/status/1362008897100382212 3. Tweet from Ian McMillan https://twitter.com/the_chart_life/status/1362016287954731011 4. Tweet from Ryan Detrick https://twitter.com/RyanDetrick/status/1362865838974504961 5. Weekly research note from Charlie Bilello of Compound Advisors https://compoundadvisors.com/2021/6-chart-saturday-2-20-21 6. Tweet from Barbarian Capital https://twitter.co...
86
Feb. 23, 2021

The Independent Advisors Podcast Episode 86: Like it or not, we are in an uptrend!

1. “The Cathie Wood Report” by the Rotation Report [[link]] 2. Tweet from MacroCharts https://twitter.com/MacroCharts/status/1362008897100382212 3. Tweet from Ian McMillan https://twitter.com/the_chart_life/status/1362016287954731011 4. Tweet from Ryan Detrick https://twitter.com/RyanDetrick/status/1362865838974504961 5. Weekly research note from Charlie Bilello of Compound Advisors https://compoundadvisors.com/2021/6-chart-saturday-2-20-21 6. Tweet from Barbarian Capital https://twitter.co...
85
Feb. 18, 2021

The Independent Advisors Podcast Episode 85: Recovery, Strength & Mistakes

Show Notes: 1. "The Best Story Wins" by Morgan Housel. [[link]] 2. “The Investment Strategy that Makes Your Life Easier” by Ben Carlson. https://awealthofcommonsense.com/2021/02/the-investment-strategy-that-makes-your-life-easier/ 3."Unfortunate Investing Traits" by Morgan Housel. https://www.collaborativefund.com/blog/traits/ 4. Tweet from Teddy Vallee (founder & CIO of Pervalle Global) https://twitter.com/teddyvallee/status/1361026072834416660?s=11 5. Tweet posted by Mr. Blokland. https:/...