Episodes

207
June 29, 2023

The Independent Advisors Episode 207: Every Market is Unique

Show Notes: Tweet from Bespoke - https://twitter.com/bespokeinvest/status/1672326332074557442 Tweet from Charlie Bilello - https://twitter.com/charliebilello/status/1669726606594654215
206
June 22, 2023

The Independent Advisors Episode 206: The Big Picture

Show Notes: Tweet from Charlie Bilello - https://twitter.com/charliebilello/status/1669326669058830342 Article off Briefing.com - https://www.briefing.com/in-depth-analysis/page-one/2023/6/16/indices-supported-by-a-flat-squeeze Tweet from Game of Trades - https://twitter.com/GameofTrades_/status/1671540980783394819 Tweet from Chamath Palihapitiya - https://twitter.com/TimmerFidelity/status/1671515342781153281
205
June 15, 2023

The Independent Advisors Episode 205: Funny How That Works Out

Show Notes: Blog post from Callie Cox, “Bad Breadth” - https://www.etoro.com/en-us/news-and-analysis/etoro-updates/bad-breadth/ Blog post by Michael Batnick, “Why Should I Hold Stocks?” - https://theirrelevantinvestor.com/2023/06/02/why-should-i-hold-stocks/
204
June 8, 2023

The Independent Advisors Episode 204: The Market Outlook No One Is Talking About - Featuring Ryan Detrick, CMT.

Ryan Detrick Social Media: LinkedIn: @Ryan Detrick, CMT. Twitter: @RyanDetrick Podcast: Facts vs. Feelings Jessup Wealth Management Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page
203
June 1, 2023

The Independent Advisors Episode 203: "Raise the Roof" or Something Like That

Show Notes! Blog post from Ben Carlson - https://awealthofcommonsense.com/2023/05/whats-the-best-long-term-investment/ Blog Post from Nick Maggiulli - https://ofdollarsanddata.com/what-happens-if-the-us-defaults-on-its-debt/ Tweet from Walter Deemer - https://twitter.com/WalterDeemer/status/1658462434095448065
202
May 25, 2023

The Independent Advisors Episode 202: Stealthy Strong

Show Notes:  Policy and Tax Changes Impacting HNW Clients in 2023 by Wola Odeniran - https://www.advisorperspectives.com/articles/2023/05/19/tax-changes-impacting-clients-2023 Advisor Perspectives Article by Jennifer Nash of VettaFi- https://www.advisorperspectives.com/commentaries/2023/05/23/most-recent-housing-market-trends-economy-matters
201
May 18, 2023

The Independent Advisors Episode 201: From False Moves to Fast Moves

Show Notes: Tweet from Liz Young - https://twitter.com/LizYoungStrat/status/1656632831831883778 Tweet from Jon Roque - https://twitter.com/daChartLife/status/1653919808415465473 BofA Fund Manager Survey - https://twitter.com/FerroTV/status/1658401529131401221 Tweet from Brian Lund - https://twitter.com/bclund/status/1658889537043726336 Tweet from FactSet - https://twitter.com/FactSet/status/1658231052580651016 Article from Plan Corp - https://www.plancorp.com/blog/build-generational-...
200
May 11, 2023

The Independent Advisors Episode 200: Playing Offense

Show Notes: Article from Jefferies - https://www.jefferies.com/Letters/ltr/1647/04032023? Article from Bloomberg - https://www.bloomberg.com/opinion/articles/2023-04-27/personal-finance-stocks-beat-cash-even-if-you-could-time-a-recession? LinkedIn post from Sebastien Paige - https://www.linkedin.com/posts/sebastien-page_tech-stocks-economy-activity-7058912657679994880-LIfd/? Tweet by WallStJesus - https://twitter.com/WallStJesus/status/1655322330724286464
199
May 4, 2023

The Independent Advisors Episode 199: All Things Medicare with Special Guest, Chad Hooper.

Show Notes: https://www.humana.com/medicare/medicare-resources/irmaa Chad Hooper Founder of Medicare4U 937-414-6578 medicare4ullc@outlook.com
198
April 27, 2023

The Independent Advisors Episode 198: Leverage

Show Note: Articles from Bloomberg - https://www.bloomberg.com/news/articles/2023-04-25/first-republic-shares-drop-after-analyst-call-without-questions?srnd=premium&sref=KaV2wJ0v https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium&sref=KaV2wJ0v Tweet from Markets & Mayhem - https://twitter.com/Mayhem4Markets/status/1650670209114537984 Tweet from Jurrien Timmer - https://twitter.com/TimmerFidelity/status/164842113867...
197
April 20, 2023

The Independent Advisors Episode 197: Tug of War

Show Notes: Tweet from Joseph Fahmy - https://twitter.com/jfahmy/status/1646151812985110532?s=12&t=Godkt5FzuqWcmpmvo2G5Jg “Apple Card’s New High-Yield Savings Acct, Offering a 4.15% APY” - https://www.apple.com/newsroom/2023/04/apple-cards-new-high-yield-savings-account-is-now-available-offering-a-4-point-15-percent-apy/ Article by Suzanne Woolley on Money Market Funds - https://www.bloomberg.com/news/articles/2023-04-06/what-are-money-market-funds-four-things-to-know-about-the-popular-inves...
196
April 13, 2023

The Independent Advisors Episode 196: Health is Wealth

Show Notes: Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1641994956804874241 Article by Harry Sit “No FDIC Insurance -Why a brokerage account is safe”- https://thefinancebuff.com/brokerage-account-safe-no-fdic.html Tweet by George Maroudas - https://twitter.com/chicagoadvisor/status/1630299312373526529? Tweet by Mike Zaccardi - https://twitter.com/MikeZaccardi/status/1643626853565972480
195
April 6, 2023

The Independent Advisors Episode 195: The Bears Are Trapped

Show Notes: Tweet from Car Dealership Guy - https://twitter.com/guydealership/status/1640688058692427782?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Blog Post from Ben Carlson on 3.28.23 - https://awealthofcommonsense.com/2023/03/why-the-stock-market-makes-you-feel-bad-all-the-time/ Blog post from Christine Benz on 3.22.23 titled “Luxury Goods Don’t have to be Brand Names - https://www.morningstar.com/articles/1145326/real-luxury-goods-dont-have-brand-names
194
March 30, 2023

The Independent Advisors Episode 194: Risk and Volatility are 2 Different Things.

Tweet from Money Visuals, an account run by our friend, Ashby Daniels - https://twitter.com/mvmoneyvisuals/status/1638870337050877952?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Blog Post from Michael Batnick - https://theirrelevantinvestor.com/2023/03/27/hike-pause-cut/ Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1640705370103398402 Bloomberg Article - https://www.bloomberg.com/opinion/articles/2023-03-17/first-republic-svb-credit-suisse-crisis-signals-growing-recession-odds?srnd=premium&...
193
March 23, 2023

The Independent Advisors Episode 193: You can't always "Bank" on that.

Show Notes Tweet from Freezing Cold Finance Takes - https://twitter.com/FreezingFi.../status/1635263124583632897 Tweet from Peter Mallouk - https://twitter.com/PeterMallouk/status/1634303552943190017 Tweet from Seth Golden - https://twitter.com/SethCL/status/1633447729786388481 Article from Laura Davison on FA-Mag.com - https://www.fa-mag.com/.../capital-gains-tax-nears-45--in...
192
March 17, 2023

The Independent Advisors Episode 192: Confidence and Stability

Tweet from Jim Bianco - https://twitter.com/biancoresearch/status/1634885127179325440?s=51&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Ophir Gottlieb - https://twitter.com/ophirgottlieb/status/1634935171714781184? Tweet by Peter Mallouk - https://twitter.com/PeterMallouk/status/1633871517409738755
191
March 9, 2023

The Independent Advisors Episode 191: The Noise is Deafening

Show Notes: https://twitter.com/charliebilello/status/1633328886304985094 https://twitter.com/AyeshaTariq/status/1633535769347227649 https://twitter.com/lisaabramowicz1/status/1633488446785220613 https://awealthofcommonsense.com/2023/02/will-high-risk-free-raters-derail-the-stock-market/
190
March 2, 2023

The Independent Advisors Episode 190: February Hangover

Show Notes: Tweet from Mark Ungewitter - https://twitter.com/mark_ungewitter/status/… Article from JC Parets - https://allstarcharts.com/hows-your-hangover/
189
Feb. 23, 2023

The Independent Advisors Episode 189: Into the Unknown

Show Notes: Article written by Ben Henry-Moreland – Kitces.com - https://www.kitces.com/blog/hsa-tax-benefits-withdrawal-qualified-medical-expenses-irs-records/ Blog by Ben Carlson of A Wealth of Commonsense - https://awealthofcommonsense.com/2023/02/an-ongoing-stimulus-in-the-economy-for-years-to-come/ Tweet from Bespoke - https://twitter.com/bespokeinvest/status/1628397143592521729 Tweet from Bespoke - https://twitter.com/bespokeinvest/status/1628075595362971670 Research from Compound ...
188
Feb. 16, 2023

The Independent Advisors Episode 188: Back with a Vengeance

Social Media: Facebook/LinkedIn: @Jessupwealthmanagement Instagram/Twitter: @Jessupwealth
187
Feb. 2, 2023

The Independent Advisors Episode 187: Very Welcomed

Show Notes: Blog post from JC Parets - https://allstarcharts.com/nasdaq-up-3-weeks-in-a-row/ Tweet by Danny Kirsch - https://twitter.com/danny_kirsch/status/1617556688588132354 Tweet by Matt Cerminaro - https://twitter.com/mattcerminaro/status/1616567266623070209
186
Jan. 26, 2023

The Independent Advisors Episode 186: January Trifecta

Show Notes: January Trifecta Indicator - https://jeffhirsch.tumblr.com/post/706735383842570240/after-bear-market-january-indicator-trifecta Tweet from CarDealershipGuy - https://twitter.com/guydealership/status/1612076797037797377? Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1576579328912986113 Research from Charlie Bilello & Compound Research - https://twitter.com/charliebilello/status/1618321683320041472/photo/1 Tweet from Ayesha Tariq, CFA Market Researcher - htt...
185
Jan. 19, 2023

The Independent Advisors Episode 185: Not all landings are soft.

Show Notes: Blog Post from JC Parets - https://allstarcharts.com/santa-showed-up-so-now-what/ Blog Post from Ben Carlson - https://awealthofcommonsense.com/2022/12/what-happens-if-housing-prices-fall-20/ Quote from Bloomberg - https://www.bloomberg.com/news/articles/2023-01-17/asia-stocks-set-for-muted-open-before-boj-meeting-markets-wrap? Tweet on S&P 500 Technicals - https://twitter.com/DRobushi/status/1615833467358703616 Tweet from Mike Zaccardi, CFA - https://twitter.com/MikeZaccard...
184
Jan. 12, 2023

The Independent Advisors Podcast Episode 184: The Secure Act 2.0

*Jessup Wealth Management does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is not meant to provide, and should not be used for, tax, legal, or accounting advice. You should consult your tax, legal, and accounting advisors before engaging in any transaction. Matthew C. Jessup Chief Executive Officer Chief Compliance Officer Managing Partner Address: 35 Park Ave Dayton, OH 45419 Phone: 937-938-9105 Cell: 937-654-7756 Fax...