The Independent Advisors

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

Episodes

November 7, 2024 48 mins

Show Notes:

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Show Notes:

2024 vs 2025 Tax Brackets: Married Filing Jointly

https://www.nerdwallet.com/article/taxes/federal-income-tax-brackets

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This week, we welcomed a special guest, Chad Hooper. Chad is the owner and founder of Medicare4U LLC.

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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

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#269 Topics:

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Show Notes:

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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

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Show Notes:

Twitter: @MikeZaccardi

LinkedIn: @Mike Z.

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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/Rya...

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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

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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/Mayhem4Marke...

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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

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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 equi...

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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

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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 6.18.2...

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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

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