The Independent Advisors
A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 35 Park Ave. Dayton, OH. 45419 Phone: 937-938-9105 Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
Episodes
Show Notes:
- The Independent Advisors podcast welcomed market strategist Callie Cox to discuss year-to-date market performance and her background in finance journalism. Callie emphasized storytelling through data analysis and key themes investors should monitor: income, assets, debt, and considering inflation's impact beyond headline numbers. Callie covered sentiment analysis and economic indicators shaping investment strategies,...
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:
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-deca...
Show Notes:
Tweet from Charlie Bilello -
Tweet from Ben Carlson -
Article written on FA Mag, Biden’s 2025 budget proposal if reelected -
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/st...
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/...
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 T...
Check out this week's Show Note before episode 238 goes live!
Blog post from Rocky White from Schaeffer’s Investment Research -
https://www.schaeffersresearch.com/content/analysis/2024/01/31/january-barometer-bulls-should-buckle-up-for-2024?
Article by Christine Benz, “What’s Changing for Retirement in 2024? - https://www.morningstar.com/retirement/whats-changing-retirement-2024
Show Notes:
Tweet from Bespoke -
https://twitter.com/bespokeinvest/status/1750521267076137316?
Tweets from Ryan Detrick -
https://twitter.com/ryandetrick/status/1741200976495718747?
https://twitter.com/ryandetrick/status/1744189996079227296?
Financial Planning Topic of the Week -
https://www.plancorp.com/blog/401k-maxed-out-next-steps
Show Notes:
Tweet from Seth Golden -
https://twitter.com/sethcl/status/1745427989242806376?s=12&t=Godkt5FzuqWcmpmvo2G5Jg
Tweet from Franklin Templeton -
https://twitter.com/FTI_US/status/1745229093082190295
Tweet from Charlie Bilello -
https://twitter.com/charliebilello/status/1749448179181814159?
Checking in on Earnings Thus Far -
https://twitter.com/FactSet/status/1749572171221844032
Financial Planning Topic of the week -
https://www....
Show Notes
Expectations for rates from Bespoke Investment Group -
https://x.com/bespokeinvest/status/1747320771058225401?s=20
"Rent and Gen Z-ers." by Ana Teresa Solá -
https://www.cnbc.com/2024/01/15/how-gen-zers-can-build-credit-before-renting-their-own-place.html
"Lets be honest about Social Security." by Brenton Smith -
https://www.advisorperspectives.com/articles/2024/01/14/be-honest-about-social-security
"Should I Do A Debt Consolid...
Episode #234 features Seth Golden, a hedge fund consultant and Chief Market Strategist at Finom Group.
· Seth has worked for some of the largest retailers in North America, including Target and Bed Bath & Beyond.
· Seth has been an independent trader and economist since 2000.
· In 2012, Seth grew his basis of knowledge with careful studies and participation in the VIX complex.
· He is most widely known ...
Tweet from Arun Chopra -
https://twitter.com/FusionptCapital/status/1740105871370432619?
Blog post from Joe Wiggins: “How will equity markets perform in 2024?” - https://behaviouralinvestment.com/2023/12/12/how-will-equity-markets-perform-in-2024/?
Tweet from Jeff Hirsch - https://twitter.com/almanactrader/status/1737884399398539461?
How To Manage Your Money After You Retire – https://smartasset.com/retirement/where-to-put-retirement-m...
Show Notes:
Tweet from Ryan Detrick on and snippet from the chart report newsletter -
https://twitter.com/RyanDetrick/status/1737330878525723073?
Blog post from JC Parets “Perfectly Normal Market Behavior” -
https://allstarcharts.com/perfectly-normal-market-behavior/?
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 Tw...
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