Episodes

231
Dec. 21, 2023

The Independent Advisors Podcast Episode 231: Reinvesting has risk too

Show Notes: Tweet from Joey Politano - https://twitter.com/JosephPolitano/status/1734570072176251320 Article by Amy Arnott, CFA “Should you T-Bill and Chill?” - https://www.morningstar.com/portfolios/should-you-t-bill-chill Research from Charlie Bilello - https://twitter.com/charliebilello/status/1735785477586723024 Tweet from Jonathan Ferro on Fed Speak Confusion - https://twitter.com/FerroTV/status/1735658977176797682 Bullish on Bonds Tweet from Gunjan Banerji - https://twitter.com/Gu...
230
Dec. 14, 2023

The Independent Advisors Episode 230

Show Notes Blog Post from our friend Ryan Detrick - https://www.carsongroup.com/insights/blog/some-more-good-news-for-bulls/? Article by Matt Baisden titled “11 different types of retirement plans” - https://www.plancorp.com/blog/retirement-plan-types ?
229
Dec. 7, 2023

The Independent Advisors Episode 229: 2023 Proving Pessimistic Predictors Wrong

Show Notes: Tweet from Seth Golden - https://twitter.com/sethcl/status/1729495518085013869?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Sam Ro – https://twitter.com/SamRo/status/1729151079793692842 Tweet from Callie Cox - https://twitter.com/callieabost/status/1729136015330414805 Blog from Ben Carlson titled “How the Market Shapes your Portfolio” - https://awealthofcommonsense.com/2023/11/how-your-market-shapes-your-portfolio/
228
Nov. 30, 2023

The Independent Advisors Episode 228: Benefits of Hindsight

Show Notes: Tweet from Nancy Pelosi Stock Tracker - https://twitter.com/pelositracker_/status/1725326755194384613? NVDA Earnings Report – Tweet from Brad Freeman - https://twitter.com/StockMarketNerd/status/1727079175209812089 Morgan Housel referencing Peter Lazaroff - https://peterlazaroff.com/ep-125-why-recessions-are-so-hard-to-predict-with-morgan-housel? Tweet from Markets & Mayhem - https://twitter.com/Mayhem4Markets/status/1729287713688273310 Research from Jurrien Timmer - https:/...
227
Nov. 17, 2023

The Independent Advisors Episode 227: The Crash Caller Won't Save you

Show Notes: Blog post from Ben Carlson “The crash callers won’t save you.”- https://awealthofcommonsense.com/2023/10/the-crash-callers-wont-save-you/ Blog post from Michael Batnick “Get back to work.” - https://theirrelevantinvestor.com/2023/08/14/get-back-to-work/ Tweet from Jason Goepfert US credit downgrades - https://twitter.com/jasongoepfert/status/1723099629565129137? Retirement Account Contribution Limits for 2024 - https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024...
226
Nov. 9, 2023

The Independent Advisors Episode 226: That's Not Bearish

Show Notes: Blog post from Joe Fahmy “Four Reasons for a year-end rally” - https://joefahmy.com/2023/11/05/four-reasons-for-a-year-end-rally Tweet from Ryan Detrick - https://twitter.com/ryandetrick/status/1720565217845809388? Tweet from Mike Zaccardi, CFA, CMT - https://twitter.com/mikezaccardi/status/1720416495539204551?
225
Nov. 2, 2023

The Independent Advisors Episode 225: An Old Normal

Show Notes: Discussion on Treasury Refunding & the Bond Market - https://home.treasury.gov/.../financi.../quarterly-refunding https://home.treasury.gov/news/press-releases/jy1864 https://www.youtube.com/watch?v=9oGcTTYznaw
224
Oct. 26, 2023

The Independent Advisors Episode 224: Beauty is Pain

Show Notes: Tweet from Money Visuals, Ashby Daniels - https://twitter.com/mvmoneyvisuals/status/1714978955449798727?s=12&t=Godkt5FzuqWcmpmvo2G5Jg YTD Performance Across the S&P Research by Charlie Bilello - https://twitter.com/charliebilello/status/1715373008263557378 Economists Increase US Growth Projections https://www.bloomberg.com/news/articles/2023-10-20/economists-boost-us-growth-projections-reduce-recession-odds? Median net worth during the pandemic article in Bloomberg - https://...
223
Oct. 19, 2023

The Independent Advisors Episode 223: Tough Contender

Show Notes: Blog post from Adam Turnquist - https://lplresearch.com/2023/10/13/bull-market-check-up/ Tweet from Dan Russo - https://twitter.com/danrusso_cmt/status/1710618834837684289?
222
Oct. 11, 2023

The Independent Advisors Episode 222: Everything S&P

Show Notes: Tweet from Mike Zaccardi - https://x.com/mikezaccardi/status/1711103046904664518 Tweet from Willie Delwiche, CMT, CFA - https://twitter.com/WillieDelwiche/status/1710034393778020430 Tweet from Scott Brown, CMT - https://twitter.com/scottcharts/status/1709193397053927885 Tweet from Barchart - https://twitter.com/Barchart/status/1709290997614616946
221
Oct. 6, 2023

The Independent Advisors Episode 221: Where The Reversion Lies

Show Notes: Tweet from J.C. Parets from All Star Charts - https://twitter.com/allstarcharts/status/1709192984128884976 Tweet from Investment Wisdom - https://twitter.com/InvestingCanons/status/1708875089767198815
220
Sept. 28, 2023

The Independent Advisors Episode 220: Market Resilience in a Shutdown

Show Notes: Blog post by Ryan Detrick “10 things to know about a government shutdown” - https://www.carsongroup.com/insights/blog/ten-things-to-know-about-a-government-shutdown/ Tweet from Caleb Franzen - https://twitter.com/CalebFranzen/status/1706750189510230271 Tweet from Callie Cox - https://twitter.com/callieabost/status/1704905602047336855 Tweet from Lisa Abramowicz - https://twitter.com/lisaabramowicz1/status/1707129713452277778 Tweet from Liz Ann Sonders - https://twitter.com/L...
219
Sept. 22, 2023

The Independent Advisors Episode 219: Threats Breed Motivation and Strength

Show Notes: Article by Adam Turnquist, "Breaking Down the Breakdown in Oil"- https://lplresearch.com/2023/09/08/breaking-down-the-breakout-in-oil/ Chart on the Vix from Topdown Charts - https://www.chartstorm.info/p/chart-of-the-day-vix-seasonality Twitter post from Bloomberg Markets - https://twitter.com/markets/status/1703486921387708511 CME FedWatch Tool - https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html? Bloomberg Article, “Wall Street Comes to Grips with How W...
218
Sept. 14, 2023

The Independent Advisors Episode 218: Old School

Show Notes: Federal Reserve launches FedNow payment system - https://peterlazaroff.com/ep-115-debunking-myths-about-fednow Blog post from Peter Lazaroff from PlanCorp Blog post from JC Parets “Stocks Are Stuck. Deal With It” - https://allstarcharts.com/stocks-are-stuck-deal-with-it/ Tweet from Jason Goepfert - https://twitter.com/jasongoepfert/status/1693705091482562919 “Why financially successful retirees have a harder time getting a mortgage" - https://www.nytimes.com/2023/04/08/health/...
217
Sept. 7, 2023

The Independent Advisors Episode 217: Market Ammunition

Tweet from Ed Clissold - https://twitter.com/edclissold/status/1697638015361777821 Tweet from Ryan Detrick - https://twitter.com/ryandetrick/status/1697448481852445076?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Alfonso Depablos - https://twitter.com/AlfCharts/status/1696124970156327244 Blog post from Ben Carlson “You Probably Need Less Money Than You Think For Retirement” - https://awealthofcommonsense.com/2023/08/you-probably-need-less-money-than-you-think-for-retirement/
216
Aug. 31, 2023

The Independent Advisors Episode 216: A Fat Pitch

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth
215
Aug. 24, 2023

The Independent Advisors Episode 215: Lifeblood of a Bull Market

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth
214
Aug. 17, 2023

The Independent Advisors Episode 214: Seasonality Playing Out Perfectly

Show Notes: Blog post from Ben Carlson - https://awealthofcommonsense.com/2023/08/even-when-the-stock-market-goes-up-it-still-goes-down/ Tweet by Carl Quintanilla - https://twitter.com/carlquintanilla/status/1689973876610961409 Tweet by Seth Golden https://x.com/sethcl/status/1691411067388227584?
213
Aug. 10, 2023

The Independent Advisors Episode 213: Scaring Off The Bears

Show Notes Tweet from Willi Delwiche, CMT, CFA - https://twitter.com/WillieDelwiche/status/1687071058837307392 Tweet from Unusual Whales - https://twitter.com/unusual_whales/status/1686783179485491200?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from JC Parets - https://twitter.com/allstarcharts/status/1686057824508428296?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from SethCL - https://twitter.com/SethCL/status/1686704316881481728
212
Aug. 3, 2023

The Independent Advisors Episode 212: Take A Swing

Show Notes: https://www.fa-mag.com/news/secure-2-0-mandatory-roth-catch-up-requirement--raises-questions-74092.html
211
July 27, 2023

The Independent Advisors Episode 211: Data Dependent

Show Notes: Blog post by Ben Carlson, A Textbook Non-Recessionary Bear Market - https://awealthofcommonsense.com/2023/07/a-textbook-non-recessionary-bear-market/
210
July 20, 2023

The Independent Advisors Episode 210: Tunnel Vision

Show Notes: Tweet from Callie Cox - https://twitter.com/callieabost/status/1667187571925872646?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Michael Kahn, CMT - https://twitter.com/mnkahn/status/1667159456206016513 31 lessons learned about money. Just want to name a few - https://ryanholiday.net/31-lessons-ive-learned-about-money/?
209
July 13, 2023

The Independent Advisors Episode 209: The Silent Killer

Show Notes: Tweets by Unusual Whales, congress members trading individual stocks - https://twitter.com/unusual_whales/status/1676270488656691200?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Todd Sohn of Strategas - https://twitter.com/Todd_Sohn/status/1674427539492839426 Tweet from AllStar Charts - https://twitter.com/allstarcharts/status/1678729375531802626 Blog post from Rubin Miller titled “How Returns Happen” - https://www.fortunesandfrictions.com/post/how-returns-happen?
208
July 7, 2023

The Independent Advisors Episode 208: Obvious In Hindsight

Show Notes: Blog from Morgan Housel “Why you believe the things you do” - https://collabfund.com/blog/why-you-believe-the-things-you-do/ Blog from Josh Brown “Today’s Market Pivots from a Funeral to a Party as fast as a VFW hall - https://thereformedbroker.com/2023/06/17/todays-market-pivots-from-a-funeral-to-a-party-as-fast-as-a-vfw-hall/ Tweet from Steg Scheplick - https://twitter.com/scheplick/status/1673742205624762384?