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
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2024 vs 2025 Tax Brackets: Married Filing Jointly
https://www.nerdwallet.com/article/taxes/federal-income-tax-brackets
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https://x.com/SJD10304/status/1846302979147944358?
https://www.carsongroup.com/insights/blog/why-there-could-be-years-left-to-this-bull-market/?
This week, we welcomed a special guest, Chad Hooper. Chad is the owner and founder of Medicare4U LLC.
The Independent Advisors Podcast Episode 272: The Internal Battle Is Your Portfolio's Greatest Enemy
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
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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:
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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
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Twitter: @MikeZaccardi
LinkedIn: @Mike Z.
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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
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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/stat...
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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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
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 equi...
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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 6.18.2...
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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