The Independent Advisors

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website,

jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website,

jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) .

Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

...

Show Notes:

Cash is still pouring into money market funds…

https://x.com/MikeZaccardi/status/1984585372366750138

S&P 500 Index vs. S&P 500 Equal Weight…

https://x.com/dailychartbook/status/1985380197089370155

A Fed Cut in December?

Source: Briefing.com “The Big Picture”

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Tech Performance YTD

Source: X Post from The Trading Initiative on 11/3

https://x.com/howtoswingtrade/status/1985521724297761236

Don’t Mix Politi...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website,

jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a q...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out t...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website,

jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

...

This week we will be joined by Cory Earl, President & Publisher of the Dayton Business Journal.

With over a decade of leadership in Dayton’s business community, Cory brings unique insights into the current state of the Dayton economy, the industries driving growth, and the challenges and opportunities shaping our region’s future.

Tune in to hear Cory’s perspective on how the DBJ supports local business, what’s fueling Dayton’s momentum, and where we go from here.

https://app.precisefp.com/w/r37knl

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out t...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out t...

#316 topics:

September Historically Weak

Currency and International Markets

Housing Market Dynamics

Post on X from Frank Cappelleri on 8/11 - https://x.com/FrankCappelleri/status/1954978003668078791

Post on X from Jay Kaeppel on 8.15 - https://x.com/jaykaeppel/status/1956367983506305188

Democratizing Access to Alternative Assets For 401(k) Investors

https://www.whitehouse.gov/presidential-actions/2025/08/democratizing-access-to-alternative-assets-for-401k-investors/

#315 topics:

If you’ve b...

Show Notes:

Post on X from Mike Zaccardi on 8.13 - https://x.com/MikeZaccardi/status/1955722314433126899

Post on X from Jay Kaeppel on 8/11 - https://x.com/jaykaeppel/status/1954864380828361192?

s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post from Jeff Hirsch on 8.20 that shows the historical seasonality of the VIX from 1990-2024 - https://jeffhirsch.tumblr.com/post/792429184710557696/volatility-low-in-vix-historically-rises-to-an

Article from Health System Tracker by Jared Ortaliza, Matt McGough and Kaitlyn VU titled “How much and why ACA Marketplace premiums are going up in...

A few episodes back, Matt and Mark discussed how market forecasts and predictions can mislead investors and harm their mindset. The truth is, no one can say with certainty where the stock market will go. In fact, Mark joked that his 2-year-old daughter, Mia, has just as good a shot at predicting the market’s year-end 2025 performance as any professional. That led to a friendly bet—Mia would make her own forecast for the end of 2025. Here’s how it turned out.

Listen: https://www.jessupwealthmanagement.com/podcast

Watch: https://www.youtube.com/ch...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guid...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guid...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guid...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guid...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guid...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guid...

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out that will help guid...

Get ready for a special episode as Mark McEvily takes the mic live from a recent investment conference where he led a high-powered panel discussion on the 2025 market outlook.

On the Panel: Scott Martin, CIO of Kingsview Partners, and Travis Upton, CEO & Partner of The Joseph Group

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!

There’s a quick survey to fill out https://app.precisefp...

Episode Summary:

Episode Summary:

Show Notes

We welcome Jeremy DeBenedictis, President of Alterra, and Ross Eisenberg, President of America’s Plastic Makers at the American Chemistry Council. 

We’re diving into a topic that impacts nearly every aspect of modern life — plastics. From the packaging that protects our food to the components in our vehicles, medical equipment, and technology, plastics play a vital role in the American economy and our daily routines

Learn More:

https://www.alterra360.com/

https://www.linkedin.com/company/alterraenergy/

@AlterraEnergy on X

<...

Show Notes:

Post on X from Subu Trade on 5.13.25 - https://x.com/SubuTrade/status/1922325201313816774

Post on X from Willie Delwiche on 5.13.25 - https://x.com/WillieDelwiche/status/1922255070084694318

No Taxes On Tips, Overtime, And Social Security? Not Exactly.

By: Kelly Phillips published on May 15th, 2025



https://www.forbes.com/sites/kellyphillipserb/2025/05/15/no-taxes-on-tips-overtime-and-social-security-not-exactly/?ss=retirement

GIVEAWAY!

Show Notes:

Positive Earnings With a Tariff Divide

Source: Charlie Bilello Research from 5/6/25

https://bilello.blog/2025/the-week-in-charts-5-6-25?

Source: Bloomberg Article on 5/6

https://www.bloomberg.com/graphics/2025-china-ship-cost-in-tariffs-trade-war/?

Goldman Says Bear Market Rallies Are the Norm

Source: Bloomberg article on 5/6/25

https://www.bloomberg.com/news/articles/2025-05-06/goldman-says-bear-market-rallies-are-norm-as-pain-trade-thriving?

Show Notes:

X post by @isabelnet_sa on April 25, 2025

https://x.com/ISABELNET_SA/status/1915689168627175907

Xpost by bespoke investments

https://x.com/bespokeinvest/status/1915408647955337498

X post by Subu Trade 4/24

https://x.com/SubuTrade/status/1915444909500207391

Some Considerations for Key Labor Market Data

The Big Picture, Briefing.com

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

China Factory Activity Part 1

Source: X post from Bloomberg’s Joe We...

Get answers quickly:

How is the American Consumer?

How is the American Dollar?

How are US Treasuries?

How is the Housing Market?

Show Notes:

Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Show Notes:

Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?

Show Notes:

Our first episode with JC, recorded on 3.4.2021:

https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-episode-87-interview-with-guest-co-host-jc-parets/

Show Notes:

https://youtu.be/FZMv4pNqAmo

Show Notes:

Hard vs Soft Data Explained

Source: Briefing.com Big Picture 3/28/25

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Show Notes:

Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714?

Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/

BofA Fund Managers Survey, Rotation out of Stocks?

X Post from D’Elia Capital on 3/19

https://x.com/deliacapital/status/1902354170247573609

Breakdown of US Households

Bloomberg Article on 3/26, Half of America...

Show Notes:

Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786?

Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893?

Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R

shownotes:

Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951?

Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890?

Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337?

Post on X from the Daily Chartbook on March 4th - https://x.com/dailychartbook/status/1896878287609344270?

Post on X from Charlie Bilello on March 3rd - https://x.com/charliebilello/status/1896673142384492848

Recap on Recent Driving Forces in the Market

Source: Br...

We know fear is heightened right now. Hold tight to the data, research and what history's patterns tell us.

When the stock market rattles you, lean on your advisors.

#stocks #stockmarket #investing #economy #fear

https://youtu.be/aSFwiDiMvVw

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes: For charts, please visit our YouTube Channel

https://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQ

Show Notes:

Bloomberg Article on 2/20

https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?cmpid=eveus&utm_medium=email&utm_source=newsletter&utm_term=250221&utm_campaign=eveus&sref=KaV2wJ0v

X post from Coiled Spring Capital on 2/26

https://x.com/coiledspringcap/status/1894754608930803939

 X post from The Trading Initiative on 2/25

https://x.com/howtoswingtrade/status/1894554821069242613

Show Notes:

Bloomberg Article on 2/20

https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?

 X post from Coiled Spring Capital on 2/26

https://x.com/coiledspringcap/status/1894754608930803939

X post from The Trading Initiative on 2/25

https://x.com/howtoswingtrade/status/1894554821069242613

Show Notes:

Tweet from David Zarling on 2/3/25 https://x.com/AdaptivCharts/status/1886509803528446131/photo/1

Tweet from Evan SS6 on 1.30.25 - https://x.com/Evan_ss6/status/1884999500130893916

Post on X from Aurelius on 1.15.25 - https://x.com/aureliusltd28/status/1879524511957352781?

Blog post from Mike Piper on 2.10.25 discussing Roth vs Tax-Deferred contributions

Show Notes:

Blog Post from Ryan Detrick on 1/31/25 titled “As Goes January, So Goes the Year? The Bulls Hope So.” - https://www.carsongroup.com/insights/blog/as-goes-january-so-goes-the-year-the-bulls-hope-so-2/

Post on X from Ryan Detrick on 1.23.25 - https://x.com/RyanDetrick/status/1882540160124072082



Post on X from Seth Golden on 1.19.25 - https://x.com/sethcl/status/1880987140643057861?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Show Notes Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes:

https://x.com/chamath/status/1873144394100187263?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

https://x.com/mikezaccardi/status/1873096140364890515?

https://x.com/mikezaccardi/status/1875908291093823587?

https://ofdollarsanddata.com/rent-vs-buy-calculator/

Social Media:

Facebook: @JessupWealthManagement

LinkedIn: @JessupWealthManagement

Twitter: @jessupwealth

Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page

Show Notes:

https://www.linkedin.com/in/r%C3%A9gulo-alfonso-depablos-9159821ab

@alfcharts

https://www.stockmarkettv.com/alfonsos-daily-note

Show Notes:

Blog post from Adam Turnquist on 1/2/25 titled “Santa Claus Rally in Jeopardy - https://www.lpl.com/research/blog/santa-claus-rally-in-jeopardy.html?

Tweet from Ryan Detrick on 12/31/24 - https://x.com/ryandetrick/status/1874127859624861918?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Article from ThinkAdvisor by David Blanchett titled “How Retirement Age & Social Security Claiming Age are Related” with commentary from Kitces.com on 12.16.24 - https://www.thinkadvisor.com/2024/12/16/how-retirement-age-and-social-security-claiming-age-are-related/

Tweet from Charlie Bilello on 12.19.24 - https://x.com/charliebilello/status/1869731498439647290?

The IRS Is Sending up to $1,400 to One Million People: Are You Eligible? By Kelley Taylor https://www.kiplinger.com/taxes/irs-sending-payments-to-one-million-people

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

Tweet from Jason Goepfert on 12.18.24 - https://x.com/jasongoepfert/status/1869490448374649331?

Article written on Schaeffer’s Investment Research titled “What the Latest Dow Shakeup Could Mean” by Rocky White back on 11/5 - https://www.schaeffersresearch.com/content/analysis/2024/11/05/what-the-latest-dow-shakeup-could-mean?

Article written by Jason Zweig in the WSJ on 9/20/24 titled “Solving the Mystery of an Investment That’s Too Good to Be True” - https://www.wsj.com/finance/investing/yield-term-deposits-paul-regan-8042122d 

Blog post from Ben Carlson titled “The 4 Types of...

Show Notes:

https://x.com/nickgerli1/status/1865160521428750756

https://x.com/nickgerli1/status/1865162039842513110

Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/

Charlie Bilello’s 7 Lessons from 2024 (12/10/24)

https://bilello.blog/2024/7-lessons-from-2024?

Show Notes:

https://x.com/nickgerli1/status/1865160521428750756

https://x.com/nickgerli1/status/1865162039842513110

Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/

Charlie Bilello’s 7 Lessons from 2024 (12/10/24)

https://bilello.blog/2024/7-lessons-from-2024?

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:

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

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

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

Show Notes:

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

#269 Topics:

Show Notes:

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 Planning Topic of the week – Article from Dalvin Brow...

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+August+5%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email

Linked In Post from Campbell Harvey - https...

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://ritholtz.com/2024/06/weekend-reads-621/

FireFlies AI Software Link: https://app.fireflies...

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 before and after the first year they became one of the ten largest stocks in the US - https://awealthofcommonsense.com/2024...

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

For more on Portfolio Summits Visit: https://www.linkedin.com/company/portfolio-summits/

Show Notes:

Bloomberg article – Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Party

https://www.bloomberg.com/news/articles/2024-06-05/goldman-sees-wall-of-money-fueling-stock-market-s-summer-party?srnd=homepage-americas&sref=KaV2wJ0v

Charlie Bilello post from 6/5/24

https://x.com/charliebilello/status/1798184430126944732

Tweet from Hedgeeye on inflation

https://x.com/Hedgeye/status/1798435967579120063

Example of a “heat map” – this one is from the website www.finviz.com/map

Show Notes:

https://x.com/morganhousel/status/1793613842792247688?

https://x.com/RyanDetrick/status/1792587665507852436?

https://x.com/SJD10304/status/1791573839622861226?

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

The Resilience of the U.S. Economy

https://twitter.com/charliebilello/status/1793389802835865887

The Last of the Bears among Wall Street Strategist

https://www.bloomberg.com/news/articles/2024-05-20/morgan-stanley-s-wilson-capitulates-on-bearish-view-of-us-stocks?sref=KaV2wJ0v

https://www.bloomberg.com/news/articles/2024-05-20/jpmorgan-s-kolanovic-is-last-prominent-bear-as-mike-wilson-folds?sref=KaV2wJ0v

Why So Much Attention on NVDA?

https://x.com/charliebilello/status/1793383284585447560

https://x.com/charliebilello/status/1793384507887751185

https://x.com/charliebilello/status/1793386643828719688

Show Notes:

https://www.carsongroup.com/.../six-reasons-this-bull.../?

https://awealthofcommonsense.com/.../the-new-normal-in.../

https://twitter.com/TrendSpider/status/1783236887722999995?

FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes:

https://twitter.com/charliebil.../status/1785442300186763671?

https://www.wsj.com/.../housing-affordability-taxes...

https://www.wsj.com/.../iphone-stolen-device-protection...

https://twitter.com/lisaabramo.../status/1787605462759739600

https://twitter.com/BruceZaro/status/1788299562266108300

https://twitter.com/KevRGordon/status/1788243372278505794

Show Notes:

Show Notes:

• Blog post from Ryan Detrick “Volatility is the Toll We Pay to Invest”

• Article by Melanie Waddell of Think Advisor “T+1 starts in May. Are you ready?"

• Tweet from Matthew Miskin, Co-Chief Investment Strategist at JH Investments

• Article from Bloomberg on Diverging Opinions on another Pullback

Show Notes:

https://twitter.com/AndrewThrasher/status/1778057693908910553?

https://www.cnbc.com/2023/11/14/these-behavioral-traits-lead-to-greater-retirement-savings-study-finds.html?

https://parentdata.org/theres-no-secret-option-c/

Show Notes:

https://twitter.com/charliebilello/status/1776007989863817612?

https://twitter.com/TimmerFidelity/status/1775158918307512762?

https://www.thinkadvisor.com/2024/03/13/a-third-of-americans-are-not-happier-in-retirement-study/

Show Notes:

Jessup Wealth Management

https://twitter.com/Todd_Sohn/status/1772607791217135725?

https://www.carsongroup.com/.../why-a-strong-start-to.../?

https://twitter.com/jasongoepfert/status/1772252026165977279?

https://www.wsj.com/.../realtors-settlement-change-buy...

Show Notes:

Blog by Ryan Detrick “16 Charts to know this election year”. -

https://www.carsongroup.com/insights/blog/16-charts-and-tables-to-know-this-election-year/?

Blog by Darius Foroux “25 investing mistakes I made that you can easily avoid” - https://dariusforoux.com/investing-mistakes/?

Article by Allison Schrager - Why 401k’s may be going away? - https://www.wealthmanagement.com/retirement-planning/401ks-will-be-gone-within-decade

Blog by Ben Carlson - Are We Living in The Roaring 20s? -

https://awealthofcommonsense.com/2024/03/are-we-living-in-the-roaring-20s/

Duration: 00:45:42

Show Notes:

Tweet from Charlie Bilello -

https://lnkd.in/gpKJrm8A?

Tweet from Ben Carlson -

https://lnkd.in/gq2Fd89t?

Article written on FA Mag, Biden’s 2025 budget proposal if reelected -

https://lnkd.in/gdHf7REX

Show Notes:

Article from Adam Turnquist, “Who Do Markets Want to Win the Election” -

https://www.lpl.com/research/blog/who-do-markets-want-to-win-the-election.html?

Tweet from Unusual Whales -

https://twitter.com/unusual_whales/status/1765369742661910893?

Research from Charlie Bilello -

https://twitter.com/charliebilello/status/1767926346246689079

Tweet from Michael Kantro, Chief Investment Strategist -

https://twitter.com/MichaelKantro/status/1767996650297901198

Tweet from Brian G at Alpha Charts -

https://twitter.com...

Show Notes:

Tweet from Wayne Whaley -

https://twitter.com/WayneWhaley1136/status/1761184949909004367?

Blog from Michael Batnick titled “Nothing is More Bullish than All-Time Highs” - https://theirrelevantinvestor.com/2024/02/03/nothing-is-more-bullish-than-all-time-highs/

Show Notes

Blog post from Ben Carlson titled “How often do bear markets occur?” -

https://awealthofcommonsense.com/2024/02/how-often-do-bear-markets-occur/?

Tweet from Jeremy Schwartz - https://twitter.com/JeremyDSchwartz/status/1760090109209129310?

Show Notes

Tweet from Equity Clock -

https://twitter.com/EquityClock/status/1757949750123340130?

Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1757896351038197914?

Tweet from a friend of the show, Seth Golden - https://twitter.com/sethcl/status/1753905094997766266?

Tweet from Matthew Miskin at John Hancock Investments -

https://twitter.com/matthew_miskin/status/1758092278059434119

Tweet from FactSet -

https://twitter.com/FactSet/status/1758947447076798764

Tweets from FactSet...

Show Notes:

Blog Post from David Keller on http://stockcharts.com/ titled “Beware the Hindenburg Omen!” - https://stockcharts.com/articles/mindfulinvestor/2024/02/beware-the-hindenburg-omen-814.html?

Blog post by Jason Zweig “What I Learned When I stopped Watching the Stock Market” - https://www.wsj.com/finance/investing/what-i-learned-when-i-stopped-watching-the-stock-market-ccf8bd86?

Blog post by Austin Harrison “Almost Time for a Tech Breather”? - https://www.grindstoneintel.com/p/almost-time-for-a-tech-breather?

Inflation detail -

https://www.bloomberg.com/news/articles/2024-02-12/fed-officials-eye-broadening-disinflation-as-new-rate-cut-test?

...