Episodes
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
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
60
Aug. 25, 2020
Episode 60: Tech Stocks, Company Name Game, Crash Confidence and Annuities: Consequences to Consider
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
60
Aug. 25, 2020
Episode 60: Tech Stocks, Company Name Game, Crash Confidence and Annuities: Consequences to Consider
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
60
Aug. 25, 2020
Episode 60: Tech Stocks, Company Name Game, Crash Confidence and Annuities: Consequences to Consider
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
59
Aug. 19, 2020
Episode 59: Second Stimulus Bill, Consumer Recovery, Sadness and Euphoria in the Stock Market, Gig Economy
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
59
Aug. 19, 2020
Episode 59: Second Stimulus Bill, Consumer Recovery, Sadness and Euphoria in the Stock Market, Gig Economy
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
59
Aug. 19, 2020
Episode 59: Second Stimulus Bill, Consumer Recovery, Sadness and Euphoria in the Stock Market, Gig Economy
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
58
Aug. 12, 2020
Episode 58: Consumer Credit Update, Market Returns under both political parties, Losing Fortunes
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
58
Aug. 12, 2020
Episode 58: Consumer Credit Update, Market Returns under both political parties, Losing Fortunes
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
58
Aug. 12, 2020
Episode 58: Consumer Credit Update, Market Returns under both political parties, Losing Fortunes
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
57
Aug. 5, 2020
Episode 57: GDP Update, Time in the market, Values Based Budgeting
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
57
Aug. 5, 2020
Episode 57: GDP Update, Time in the market, Values Based Budgeting
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
57
Aug. 5, 2020
Episode 57: GDP Update, Time in the market, Values Based Budgeting
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
56
July 29, 2020
Episode 56: China Tiff, Housing Market Strength, Income, Misconceptions about Risk
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
56
July 29, 2020
Episode 56: China Tiff, Housing Market Strength, Income, Misconceptions about Risk
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
56
July 29, 2020
Episode 56: China Tiff, Housing Market Strength, Income, Misconceptions about Risk
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
55
July 23, 2020
Episode 55: No wealth without health, timing the market, .com comparisons, concentrated stock positions
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
55
July 23, 2020
Episode 55: No wealth without health, timing the market, .com comparisons, concentrated stock positions
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
55
July 23, 2020
Episode 55: No wealth without health, timing the market, .com comparisons, concentrated stock positions
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
54
July 16, 2020
Episode 54: Strong Q2, Returns & Volatility, Stock Market Is Not the Economy, Buybacks, College Costs
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
54
July 16, 2020
Episode 54: Strong Q2, Returns & Volatility, Stock Market Is Not the Economy, Buybacks, College Costs
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
53
July 2, 2020
Episode 53: Expected Stimulus, Small Caps, Big Tech, More Relief for RMD's in 2020
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