Episodes
183
Jan. 5, 2023
The Independent Advisors Episode 183: Patience and Perspective
Show Notes: Article from Rubin Miller titled “My 2023 Predictions” - https://www.fortunesandfrictions.com/post/my-2023-predictions ? Tweet from Cameron Dawson - https://twitter.com/CameronDawson/status/1608470272612651008 Tweet from Day Hagan Asset Management - https://twitter.com/DayHagan_Invest/status/1605662291583799297
182
Dec. 29, 2022
The Independent Advisors Episode 182: Feels Like Coal...
Show Notes: Tweet from Max Pashman, CFP - https://twitter.com/maxpashman/status/1606410087106752512 Article written by Allan Roth on AARP - https://www.aarp.org/money/investing/info-2022/time-sensitive-financial-decisions-after-death-of-spouse.html
181
Dec. 22, 2022
The Independent Advisors Episode 181: Survival Breeds Longevity
Show Notes: Blog Post from Ben Carlson titled “How Often is the Market Down in Consecutive Years?” https://awealthofcommonsense.com/2022/12/how-often-is-the-market-down-in-consecutive-years/ Tweet thread from CarDealershipGuy on 12.16.22 - https://twitter.com/guydealership/status/1603794722140688384?s=43&t=Xg1ZIgl4U0WZMCCIgkzJQQ
180
Dec. 15, 2022
The Independent Advisors Episode 180: Opinions Everywhere
Show Notes: Article from Ryan Detrick “When does the Santa Claus Rally start?” - https://www.carsongroup.com/insights/blog/when-does-the-santa-claus-rally-start/ Blog Post from Nick Maggiulli “How The 60/40 Portfolio Makes a Comback” - https://ofdollarsanddata.com/how-the-60-40-portfolio-makes-a-comeback/ Should include disclosure: Government bonds are guaranteed only as to timely payment of principal and interest, and, if held to maturity, they offer a fixed rate of return and fixed princ...
179
Dec. 8, 2022
The Independent Advisors Episode 179: Invest Like A Pigeon
Show Notes: Article written by Rubin Miller “Invest Like a Pigeon” - https://www.fortunesandfrictions.com/post/invest-like-a-pigeon Article from Meb Faber “Sidewalk Money” - https://mebfaber.com/2020/11/17/sidewalk-money/ Article from Ryan Detrick Titled “ Five Good Signs for The Bulls In 2023” - https://www.carsongroup.com/insights/blog/five-good-signs-for-the-bulls-in-2023/
178
Dec. 1, 2022
The Independent Advisors Episode 178: The Stock Market Is Not The Economy
Show Notes: Tweet from Nick Reece - https://twitter.com/nicholastreece/status/1564961807793618946 Tweet from @CramerTracker - https://twitter.com/CramerTracker/status/1591117717687635968 Article by Peter Rudegair “Day Traders Go Back To Their Day Jobs - https://www.wsj.com/articles/day-traders-go-back-to-their-day-jobs-as-stock-market-swoons-11666148094 Blog post by Ben Carlson - https://awealthofcommonsense.com/2022/11/the-sp-500-is-not-the-economy/ Blog post on Housing Prices by Bill M...
177
Nov. 23, 2022
The Independent Advisors Episode 177: Spiking The Football
Tweet by Tom McClellan - https://twitter.com/McClellanOsc/status/1588937209297928192 Article from the WSJ - https://www.wsj.com/articles/government-officials-invest-in-companies-their-agencies-oversee-11665489653 Social Media: Facebook/LinkedIn: @Jessupwealthmanagement Instagram/Twitter: @Jessupwealth
176
Nov. 18, 2022
The Independent Advisors Episode 176: Trading Stories with Guest, AJ Conway!
AJ is the Head of European Fixed Income Trading at WH Trading LLC. He shares his trading stories and what he’s learned within his 6 years in the financial industry. Former UD Fyler comes to us live from across the pond! Options are not suitable for all investors. Typically, commissions are charged for options transactions. Transaction costs may be significant in multi-leg option strategies, including collars, as they involve multiple commission charges. Please contact your financial advisor for...
175
Nov. 10, 2022
The Independent Advisors Episode 175: Today is already priced in.
Show Notes: Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1584174378518212608 Blog Post from Michael Batnick - https://theirrelevantinvestor.com/2022/10/25/stocks-bottom-first/ Tweet from WSBChairman - https://twitter.com/WSBChairman/status/1581002420381179904 Tweet by Game of Trades - https://twitter.com/GameofTrades_/status/1589316685378379778 Tweet by ZeroHedge - https://twitter.com/zerohedge/status/1588150555548868610
174
Nov. 3, 2022
The Independent Advisors Episode 174: The spring is loaded.
Show Notes: Article from Financial Advisors Magazine's, Alexis Leondis - https://www.fa-mag.com/news/delaying-your-social-security-has-rarely-been-this-profitable-70234.html?section=40 Tweet by Liz Ann Sonders - https://twitter.com/LizAnnSonders/status/1585961494713438208 Article From VettaFI/Advisor Perspective's Javier Simon - https://www.advisorperspectives.com/articles/2022/09/28/529-plan-contribution-limits-for-2022?topic=529-college-planning&utm_source http://fa-mag.com/ The fees, e...
173
Oct. 27, 2022
The Independent Advisors Episode 173: Time is money.
Show Notes: Article from Jenny Surance and Katherine Doherty - https://www.fa-mag.com/news/recession-warnings-are-hard-to-find-in-bofa-earnings-70182.html?section=3 Article by Andy Friedman - https://www.fa-mag.com/news/andy-friedman-says-secure-2-0-should-pass-after-midterms-70158.html?section=3 Article by Retire Before Dad - https://www.retirebeforedad.com/time-and-money/ Article in Bloomberg - https://www.bloomberg.com/news/articles/2022-10-23/after-13-trillion-stock-crash-traders-are...
172
Oct. 20, 2022
The Independent Advisors Episode 172: Allow compounding to be the wind at your back.
Show Notes: Avoid the Midterm Election Trap - https://www.advisorperspectives.com/articles/2022/10/17/avoid-the-midterm-election-trap? Blog post on A Wealth of Common Sense - https://awealthofcommonsense.com/2022/10/bear-market-opportunities-for-every-generation-of-investors/ Tweet from PriapusIQ - https://twitter.com/PriapusIQ/status/1582383528779845632 Tweet from Patrick Saner - https://twitter.com/patrick_saner/status/1582247050498146304 Article from Zero Hedge - https://www.zerohed...
171
Oct. 13, 2022
The Independent Advisors Episode 171: Severe Market Dislocations
Show Notes: Blog post by ZeroHedge - https://www.zerohedge.com/markets/payrolls-turn-negative-next-quarter-and-stay-there-all-2023-bofa Tweet from J.C. Parets - https://twitter.com/allstarcharts/status/1579436528069406721 Tweet from Liz Ann Sonders - https://twitter.com/LizAnnSonders/status/1579434172560838658 Tweet from Markets & Mayhem - https://twitter.com/Mayhem4Markets/status/1579416490432147456
170
Oct. 6, 2022
The Independent Advisors Episode 170: Optimism + Certainty = Rip to the Upside
Show Notes Check out this week's Show Notes before episode 170 goes live this afternoon! Tweet by Cullen Roche - https://twitter.com/cullenr.../status/1574829904272596992... Tweet by Charlie Bilello - https://twitter.com/charlie.../status/1574587741605593089... Post by Wall Street Jesus - https://twitter.com/wallstj.../status/1575119268605296640... Tweet from Lisa Abramowicz - https://twitter.com/lisaabramo.../status/1577273943228284928 Tweet from Ayesha Tariq - https://twitter.com/ayesha...
169
Sept. 29, 2022
The Independent Advisors Episode 169: Wild is an understatement.
Show Notes: Comments on Currency Markets - https://www.reuters.com/markets/asia/whipsawed-forex-traders-say-currency-moves-remarkable-resemble-casino-2022-09-27/ Tweet from Sentiment Trader - https://twitter.com/sentimentrader/status/1572914151915393026 Tweet from Callie Cox - https://twitter.com/callieabost/status/1567253842995154945
169
Sept. 29, 2022
The Independent Advisors Episode 169: Wild is an understatement.
Show Notes: Comments on Currency Markets - https://www.reuters.com/markets/asia/whipsawed-forex-traders-say-currency-moves-remarkable-resemble-casino-2022-09-27/ Tweet from Sentiment Trader - https://twitter.com/sentimentrader/status/1572914151915393026 Tweet from Callie Cox - https://twitter.com/callieabost/status/1567253842995154945
169
Sept. 29, 2022
The Independent Advisors Episode 169: Wild is an understatement.
Show Notes: Comments on Currency Markets - https://www.reuters.com/markets/asia/whipsawed-forex-traders-say-currency-moves-remarkable-resemble-casino-2022-09-27/ Tweet from Sentiment Trader - https://twitter.com/sentimentrader/status/1572914151915393026 Tweet from Callie Cox - https://twitter.com/callieabost/status/1567253842995154945
168
Sept. 22, 2022
The Independent Advisors Episode 168: Sick of Comparisons
Show Notes: Blog Post from Ryan Detrick - https://www.carsongroup.com/insights/blog/the-midterm-election-is-two-months-away-what-investors-need-to-know/ Blog Post by Ben Carlson - https://awealthofcommonsense.com/2022/08/bens-4-common-sense-rules-of-investing/ Twitter post by Danielle DiMartino - https://twitter.com/chigrl/status/1570493792029114369?s=11&t=eqysuned5S6JawIxc6HsIQ Twitter post by Rennie Yang - https://twitter.com/markettells/status/1570072211880554498?s=11&t=NVK1lwLsUYTvXGZ...
168
Sept. 22, 2022
The Independent Advisors Episode 168: Sick of Comparisons
Show Notes: Blog Post from Ryan Detrick - https://www.carsongroup.com/insights/blog/the-midterm-election-is-two-months-away-what-investors-need-to-know/ Blog Post by Ben Carlson - https://awealthofcommonsense.com/2022/08/bens-4-common-sense-rules-of-investing/ Twitter post by Danielle DiMartino - https://twitter.com/chigrl/status/1570493792029114369?s=11&t=eqysuned5S6JawIxc6HsIQ Twitter post by Rennie Yang - https://twitter.com/markettells/status/1570072211880554498?s=11&t=NVK1lwLsUYTvXGZ...
168
Sept. 22, 2022
The Independent Advisors Episode 168: Sick of Comparisons
Show Notes: Blog Post from Ryan Detrick - https://www.carsongroup.com/insights/blog/the-midterm-election-is-two-months-away-what-investors-need-to-know/ Blog Post by Ben Carlson - https://awealthofcommonsense.com/2022/08/bens-4-common-sense-rules-of-investing/ Twitter post by Danielle DiMartino - https://twitter.com/chigrl/status/1570493792029114369?s=11&t=eqysuned5S6JawIxc6HsIQ Twitter post by Rennie Yang - https://twitter.com/markettells/status/1570072211880554498?s=11&t=NVK1lwLsUYTvXGZ...
167
Sept. 15, 2022
The Independent Advisors Episode 167: It’s ok to be bearish but it’s not ok to stay bearish.
Blog post from Ben Carlson - https://awealthofcommonsense.com/2022/09/the-difference-between-being-bearish-being-realistic/ Blog Post from Sam Ro - https://www.tker.co/p/unsettling-market-economic-headlines-miss-point? Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1560696283735773184 Different Types of Trusts - https://smartasset.com/estate-planning/types-of-trusts
167
Sept. 15, 2022
The Independent Advisors Episode 167: It’s ok to be bearish but it’s not ok to stay bearish.
Blog post from Ben Carlson - https://awealthofcommonsense.com/2022/09/the-difference-between-being-bearish-being-realistic/ Blog Post from Sam Ro - https://www.tker.co/p/unsettling-market-economic-headlines-miss-point? Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1560696283735773184 Different Types of Trusts - https://smartasset.com/estate-planning/types-of-trusts
167
Sept. 15, 2022
The Independent Advisors Episode 167: It’s ok to be bearish but it’s not ok to stay bearish.
Blog post from Ben Carlson - https://awealthofcommonsense.com/2022/09/the-difference-between-being-bearish-being-realistic/ Blog Post from Sam Ro - https://www.tker.co/p/unsettling-market-economic-headlines-miss-point? Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1560696283735773184 Different Types of Trusts - https://smartasset.com/estate-planning/types-of-trusts
166
Sept. 8, 2022
The Independent Advisors Episode 166: The Goal Post Keeps Moving
Show Notes: Tweet by Markets & Mayhem - https://twitter.com/Mayhem4Markets/status/1564407490837680129/photo/1 Blog Post from Ben Carlson - https://awealthofcommonsense.com/2022/08/some-things-i-like-and-dont-like-about-student-loan-forgiveness/ Blog post from Nick Maggiulli - https://ofdollarsanddata.com/who-holds-the-student-loan-debt/