Episodes

Show Notes: Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog/what-happens-after-back-to-back-20-gains/? Mark Item #3 – Post on X from Jesse Felder on 11.19.24 - https://x.com/jessefelder/status/1858922638942630161? Financial Planning Topic of the week – Scared To Spend? (You’re Not Alone) By Fritz Gilbert 11/21/2024 - https://www.theretirementmanifesto.com/scared-to-spend-youre-not-alone/

Show Notes: Article from Adam Turnquist, Chief Technical Strategist at LPL on 11/14 titled “The Dollar Reaches a Potential Inflection Point” - https://www.lpl.com/research/blog/the-dollar-reaches-a-potential-inflection-point.html? Article from Bespoke titled “The Day After…2016 Redux” - https://www.bespokepremium.com/interactive/posts/think-big-blog/the-day-after-2016-redux? Tweet from Mike Zaccardi - https://x.com/mikezaccardi/status/1854498774388773175?s=12&t=Godkt5FzuqWcmpmvo2G5Jg FireFli...

Show Notes: Article from the WSJ on 11/11 titled “Does Warren Buffett know Something That We Don’t” - https://www.wsj.com/finance/investing/does-warren-buffett-know-something-that-we-dont-48fabc9d?st=b7TGaL  X Post from Alfonso De Pablos, CMT on 11/7/24 - https://x.com/AlfCharts/status/1854622839778722100? FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

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Show Notes: 2024 vs 2025 Tax Brackets: Married Filing Jointly https://www.nerdwallet.com/article/taxes/federal-income-tax-brackets

Show Notes: https://x.com/SJD10304/status/1846302979147944358? https://www.carsongroup.com/insights/blog/why-there-could-be-years-left-to-this-bull-market/? https://www.bloomberg.com/news/articles/2024-10-21/s-p-500-s-decade-of-big-gains-is-over-goldman-strategists-say? https://www.bloomberg.com/news/articles/2024-10-21/carson-block-says-close-your-eyes-and-buy-us-stocks-not-china-m2ikwagi?

This week, we welcomed a special guest, Chad Hooper. Chad is the owner and founder of Medicare4U LLC.

Show Notes: https://www.carsongroup.com/insights/blog/six-things-to-know-about-rate-cuts/? https://www.newsweek.com/florida-biggest-insurer-increase-rates-1935388 https://www.visualcapitalist.com/the-most-reliable-car-brands-according-to-consumer-reports/? https://www.kitces.com/blog/social-security-sustainability-trust-fund-benefits-taxes-legislation-financial-planning/?

Tweet from Compounding Quality on 8.28.24 - https://x.com/qcompounding/status/1828734560659497205?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Seth Golden on 8.18.24 - https://x.com/sethcl/status/1825185437452828877?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Show Notes: Outlook for stocks after Fed rate cut: historically positive Possibility of election year seasonal weakness No recession expected; mid-cycle slowdown predicted Consumer balance sheets in good shape Bonds expected to rally with anticipated Fed rate cuts Productivity surge in the U.S. economy- expected to support continued economic growth and a bull market

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Show Notes: X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwab https://x.com/KevRGordon/status/1828042176057811051 X Post from Liz Young, Head of Investment Strategy at SoFi https://x.com/LizThomasStrat/status/1828098863108128812 Research from 8/17/24 https://x.com/FactSet/status/1824935004943556922 https://x.com/FactSet/status/1824920409105457362

Show Notes: Twitter: @MikeZaccardi LinkedIn: @Mike Z.

Show Notes: Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly? Tweet from Brian G on Twitter - https://x.com/alphacharts/status/1821261266939510918? US Wage Growth X post from Charlie Bilello on 8/14 https://x.com/charliebilello/status/1823710733168996606 C-Suites mentioning “Recession” in earnings calls… X Post from Ryan Detrick on 8/13/24 https://x.com/RyanDetrick/status/1823456221057228930 Financial Pl...

Show Notes: Tweet from Ryan Detrick on 8.2.24 - https://x.com/RyanDetrick/status/1819476646589878465?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Friday%2C+August+2%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email Tweet from Ryan Detrick on 8.6.24 - https://x.com/ryandetrick/status/1820678336277856286?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Charlie Bilello on 8.5.24 - https://x.com/charliebilello/status/1820635769553506724?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Monday%2C+...

Show Notes: https://www.ssa.gov/news/press/releases/2024/#7-2024-1 https://www.optimisticallie.com/p/rate-cuts-are-coming? https://x.com/granthawkridge/status/1813374265686999061? Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

Show Notes: X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/? Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23 https://x.com/MichaelKantro/status/1815906361315566021 Tweet from Markets & Mayhem on 7/23 https://x.com/Mayhem4Markets/status/1815912732845052319

Show Notes • Barchart - Potential Federal Reserve rate cut sometime in 2nd half of 2024 • Global Markets Investor - Recession in the future? • Ben Carlson - Total Returns in the past 5 years • Bespoke - Markets pricing a ZERO percent chance of NO rate cut by September

Tweet from Ryan Detrick on 6.28.24 - https://x.com/RyanDetrick/status/1806751672347095443? Article by Emily Flitter at the NYT with commentary from Kitces.com titled “Why is car insurance so expensive?” - https://www.nytimes.com/2024/05/15/business/car-insurance-cost-inflation.html Blog post from Adam Turnquist at LPL on 6.27.24 - https://www.lpl.com/research/blog/sneak-peek-into-second-half-seasonality-for-stocks.html? Lot’s of equity consumers could tap if/when interest rates drop… https:/...

Show Notes: Tweet from Ryan Detrick - https://x.com/RyanDetrick/status/1798762012933231097? Blog post by Ben Carlson titled “Roger Federer vs. The Stock Market”- https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/ FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes: Article from Carl Swenlin on Stockcharts.com titled “Deja Dot.com Disaster?” on 6.20.24 - https://stockcharts.com/articles/decisionpoint/2024/06/deja-dotcom-disaster-405.html? Chart from Adam Turnquist with LPL on 6.24.24 regarding seasonality of the volatility index - https://www.lpl.com/research/blog/how-low-can-volatility-go.html? Graphic from a blog post from Ben Carlson on his blog “A Wealth of Common Sense” on 6.18.24 that shows the average annualized performance of companies...

Show Notes: Tweet from David Cox, CMT, CFA on 6.14.24 - https://x.com/DavidCoxRJ/status/1801606503608013123? Article from Allan Roth on Advisor Perspectives titled “Why Stock Buybacks Are Great For Investors” on 5/23/24 - https://www.advisorperspectives.com/articles/2024/05/23/why-stock-buybacks-great-for-clients-allan-roth  Tweet from Trend Spider on 6/5/24 - https://x.com/TrendSpider/status/1798557929119092829

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