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 Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

Episodes

August 11, 2022 42 min

Article from ThinkAdvisor by Melanie Waddell -

https://www.thinkadvisor.com/2022/06/17/new-bill-would-allow-rollovers-from-529-plans-to-roth-iras/

Article written by Rocky White -

https://www.schaeffersresearch.com/content/analysis/2022/06/08/should-you-buy-a-stock-after-a-split

Bloomberg Article -

https://www.bloomberg.com/news/articles/2022-08-10/stock-rally-everyone-mocked-pulls-up-on-landmark-chart-beachhead?sref=KaV2wJ0v

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1. Blog post from Ben Carlson -

https://awealthofcommonsense.com/2022/07/investing-in-home-renovations-vs-investing-in-stocks/

2. Tweet from Callie Cox -

https://twitter.com/callieabost/status/1552758197852708866

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Social Media:

Facebook/LinkedIn: @Jessupwealthmanagement

Instagram/Twitter: @Jessupwealth

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Show Notes

1. Update on Existing Home Sales from Bloomberg -

https://www.bloomberg.com/news/articles/2022-07-20/us-existing-home-sales-drop-a-fifth-month-to-a-two-year-low?srnd=premium&sref=KaV2wJ0v

2. Tweet from Jay Kaeppel - https://twitter.com/jaykaeppel/status/1546828950420217856

3. Blog Post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/689065982486085632/get-ready-for-the-quadrennial-rally

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Show Notes

1. Chart on US bond curve inversion -

https://www.bloomberg.com/news/articles/2022-07-12/treasury-curve-inversion-deepens-to-level-last-seen-in-2007?sref=KaV2wJ0v

2. Tweet by Carl Quintranilla -

https://twitter.com/carlquintanilla/status/1542550502155714562

3. Blog Post from Ben Carlson -

https://awealthofcommonsense.com/2022/06/how-long-does-it-take-for-stocks-to-bottom-in-a-bear-market/

4. Tweet by Bloomberg’s Lisa Abramo...

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Show Notes

Tweet from Callie Cox -

https://twitter.com/callieabost/status/1542509125178761216?s=11&t=Fk1x6hVaUG2VecRfSaJAEQ

Tweet by Money Visuals - https://twitter.com/mvmoneyvisuals/status/1542493659853209600?s=11&t=Fk1x6hVaUG2VecRfSaJAEQ

Tweet by Michael Gayed -

https://twitter.com/leadlagreport/status/1543738320089501697?s=11&t=jG-2GYz4mIWvLBzWDK1eMQ

Tweet by Julian Kilymochko -

https://twitter.com/...

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Social Media:

Facebook/LinkedIn: @JessupWealthManagement

Instagram/Twitter: @JessupWealth

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Shownotes:

Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1537552028674801665

Tweet from Jeff Weniger - https://twitter.com/JeffWeniger/status/1536477021840236547

Tweet by Jeff Weniger - https://twitter.com/JeffWeniger/status/1537046366685478912

Tweet by WallStJesus - https://twitter.com/wallstjesus/status/1538333027490836480?s=11&t=UHGbVyuwxvkyAhWoCEnbQQ

Tweet by Ryan Detrick - https://twitter.com/ryandetric...

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Show Notes

1. Blog post from Jeff Hirsch -

https://jeffhirsch.tumblr.com/post/686348118572351488/remember-junes-midterm-weakness

2. Tweet by Jeroen Blokland -

https://twitter.com/jsblokland/status/1532370619299340288

3. Article in CNBC -

https://www.cnbc.com/2022/06/08/mortgage-demand-falls-to-the-lowest-level-in-22-years.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

4. Tweet by John Authers -

https://twitter.com/johnauther...

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Show Notes:

1. Series of articles on changes to SEC regulations around trading -

- https://www.wsj.com/articles/secs-trading-shake-up-expected-to-face-heavy-opposition-11654631947?mod=hp_lead_pos6

- https://www.wsj.com/articles/wall-street-pushes-back-as-sec-targets-business-practice-that-generates-billions-11636376401?mod=article_inline

- https://www.wsj.com/video/series/wsj-glossary/gamestop-saga-spurs-debate-over-payment-for...

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Show Notes

1. Tweet from Ophir Gottlieb -

[[link]]

2. Tweet from David Cox -

https://twitter.com/DavidCoxWG/status/1526626208842063872

3. Article from Bespoke -

https://www.bespokepremium.com/interactive/posts/think-big-blog/bond-market-massively-oversold

4. Financial Planning Topic of the Week -

https://www.kiplinger.com/retirement/604641/why-a-pension-lump-sum-option-is-better-than-an-annuity-payment

Social Media:

Facebook/LinkedIn: @...

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Show Notes:

1. The WSJ, “SEC to Propose More Disclosure Requirements for ESG Funds” -

https://www.wsj.com/articles/sec-to-propose-more-disclosure-requirements-for-esg-funds-11653498000?mod=markets_lead_pos2

2. Blog post from Ryan Detrick -

https://lplresearch.com/2022/05/18/six-things-to-know-about-bear-markets/

3. Blog post from Peter Lazaroff -

https://www.plancorp.com/blog/bear-market

4. Blog post by Ben Carlson -

https://awealthofc...

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Show Notes:

Check out this week's Show Notes before milestone episode #150 goes live tomorrow afternoon!

1. Tweet by FactSet -

https://twitter.com/FactSet/status/1525947131546181643

2. Tweet by Charlie Bilello -

https://twitter.com/charliebilello/status/1522565809708711936

3. Tweet by Gordon Johnson - https://twitter.com/GordonJohnson19/status/1523347192840290309

Social Media

Facebook and LinkedIn: @Jessupwealthmanagement

Twitter an...

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Show Notes

1. Tweet by Ryan Detrick -

https://twitter.com/ryandetrick/status/1522909174694301698?s=11&t=ELTnPQszXNXpoaZ1_Zo3SA

2. Post by Charles Payne -

https://twitter.com/cvpayne/status/1522925673739960329?s=11&t=ELTnPQszXNXpoaZ1_Zo3SA

3. Article from ZeroHedge -

https://www.zerohedge.com/markets/last-two-times-used-car-prices-fell-much-there-was-financial-crisis

4. Tweet from ZeroHedge -

https://twitter.com/zero...

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Show Notes:

1. Tweet from Grant Hawkridge -

[[link]]

2. Blog Post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/682638900488994816/welcome-to-the-weak-spot-of-the-4-year-cycle

3. Article in the Wall St. Journal -

https://www.wsj.com/articles/fidelity-to-allow-retirement-savers-to-put-bitcoin-in-401-k-accounts-11650945661

4. Bloomberg article -

https://www.bloomberg.com/news/features/2022-04-25/china-s-covid-crisis-threatens-globa...

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Show Notes:

1. Article in the WSJ -

https://www.wsj.com/articles/global-growth-outlook-ebbs-in-face-of-ukraine-war-china-slowdown-11650633870?mod=e2tw

2. IMF Report -

https://www.imf.org/en/Publications/WEO/Issues/2022/04/19/world-economic-outlook-april-2022

3. Tweet from Ryan Detrick -

https://twitter.com/RyanDetrick/status/1516484424845885441

4. Blog post by Ben Carlson -

https://awealthofcommonsense.com/2022/04/4-reasons-the-housing...

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Show Notes:

1. Blog Post by Michael Batnick -

https://theirrelevantinvestor.com/2022/03/09/the-day-the-market-bottmed/

2. Blog Post by Ben Carlson -

https://awealthofcommonsense.com/2022/03/the-best-personal-finance-inflation-hedges/

3. Tweet by Willie Delwiche - https://twitter.com/WillieDelwiche/status/1514571588439527424

4. Data about Vacation Homes -

https://www.zerohedge.com/markets/pandemic-driven-second-home-boom-coming-end

5. Tweet...

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Show Notes:

1. Tweet by Callie Cox -

https://twitter.com/callieabost/status/1508867139683467283

2. Tweet by Ryan Detrick -

https://twitter.com/ryandetrick/status/1508962681776230405?s=11&t=U3BMjvfImCbAxS0Any_gtQ

3. Tweet by JC Parets -

https://twitter.com/allstarcharts/status/1508880337383968770?s=11&t=U3BMjvfImCbAxS0Any_gtQ

4. Tweet by Evergreen Gavekal -

https://twitter.com/evergreengk/status/1509275522886340610?...

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Show Notes:

1. Article in the Wall St. Journal -

https://www.wsj.com/articles/what-fed-interest-rate-hike-means-for-you-11647437999

Social Media

Facebook/Linkedin @JessupWealthManagement

Twitter/Instagram @JessupWealth

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