Episodes
69
Oct. 28, 2020
The Independent Advisors Podcast Episode 69: Long Term Mindset, New American Entrepreneurship, Digital Currency and Lifestyle Creep
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
69
Oct. 28, 2020
The Independent Advisors Podcast Episode 69: Long Term Mindset, New American Entrepreneurship, Digital Currency and Lifestyle Creep
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
68
Oct. 20, 2020
The Independent Advisors Podcast Episode 68: Strong Start for Q4, Predicting is HARD, Cash Earning instruments and Estate Planning Mistakes
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
68
Oct. 20, 2020
The Independent Advisors Podcast Episode 68: Strong Start for Q4, Predicting is HARD, Cash Earning instruments and Estate Planning Mistakes
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
68
Oct. 20, 2020
The Independent Advisors Podcast Episode 68: Strong Start for Q4, Predicting is HARD, Cash Earning instruments and Estate Planning Mistakes
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
67
Oct. 14, 2020
Episode 67: Stimulus Update, Global Growth Figures, Stocks During a 4-Year Presidential Cycle and Medicare Coverage
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
67
Oct. 14, 2020
Episode 67: Stimulus Update, Global Growth Figures, Stocks During a 4-Year Presidential Cycle and Medicare Coverage
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
67
Oct. 14, 2020
Episode 67: Stimulus Update, Global Growth Figures, Stocks During a 4-Year Presidential Cycle and Medicare Coverage
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
66
Oct. 8, 2020
Episode 66: Special guest, Aaron Cramer, explains everything you need to look out for when your employer begins open enrollment.
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
66
Oct. 8, 2020
Episode 66: Special guest, Aaron Cramer, explains everything you need to look out for when your employer begins open enrollment.
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
66
Oct. 8, 2020
Episode 66: Special guest, Aaron Cramer, explains everything you need to look out for when your employer begins open enrollment.
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
65
Sept. 30, 2020
Episode 65: Politics and it's Effects on the Market, Seasonally Strong Q4 and Predictions That Have Been Proven Wrong
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
65
Sept. 30, 2020
Episode 65: Politics and it's Effects on the Market, Seasonally Strong Q4 and Predictions That Have Been Proven Wrong
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
65
Sept. 30, 2020
Episode 65: Politics and it's Effects on the Market, Seasonally Strong Q4 and Predictions That Have Been Proven Wrong
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
64
Sept. 22, 2020
Episode 64: A Rocky September, Social Security Mistakes that Retirees Make and the Behavior and Psychology Involved in Investing
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
64
Sept. 22, 2020
Episode 64: A Rocky September, Social Security Mistakes that Retirees Make and the Behavior and Psychology Involved in Investing
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
64
Sept. 22, 2020
Episode 64: A Rocky September, Social Security Mistakes that Retirees Make and the Behavior and Psychology Involved in Investing
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
63
Sept. 16, 2020
Episode 63: Ecommerce Penetration, Largest Stocks in S&P 500, SPAC and Printing Money
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
63
Sept. 16, 2020
Episode 63: Ecommerce Penetration, Largest Stocks in S&P 500, SPAC and Printing Money
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
63
Sept. 16, 2020
Episode 63: Ecommerce Penetration, Largest Stocks in S&P 500, SPAC and Printing Money
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
62
Sept. 10, 2020
Episode 62: Stocks Sell Off, A Closer Look at the S&P 500 and 5 Phases of Our Financial Lives
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
62
Sept. 10, 2020
Episode 62: Stocks Sell Off, A Closer Look at the S&P 500 and 5 Phases of Our Financial Lives
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
62
Sept. 10, 2020
Episode 62: Stocks Sell Off, A Closer Look at the S&P 500 and 5 Phases of Our Financial Lives
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
61
Sept. 1, 2020
Episode 61: A Strong August in the Stock Market, Mistakes Retirees Make, and Accredited Investor Updates
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