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October 9, 2025 35 mins

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 that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Show Notes:

Blog Post from Ryan Detrick titled “Lets Talk About A Government Shutdown” on 9.16.25 - https://www.carsongroup.com/insights/blog/lets-talk-about-a-government-shutdown/

Blog Post from JC Parets titled “Here’s The Bear Case” on 10.2.25 - https://trendlabs.com/heres-the-bear-case/

Foreigners Snap Up US Stocks

Source: Bloomberg 9/26

https://www.bloomberg.com/news/articles/2025-09-26/foreigners-are-buying-us-stocks-at-record-pace-despite-trade-war?

A Little History on Government Shutdowns

Source: Bloomberg 9/30

https://www.bloomberg.com/news/articles/2025-09-30/dollar-weakness-is-a-common-feature-of-government-shutdowns?

Will vs Trust: Which is Right for Your Estate Plan?

https://www.plancorp.com/blog/will-vs-trust

#321 Topics:

Government Shutdowns and Market Performance

Consumer discretionary outperformance versus staples reflects healthy economic leadership and a robust consumer-driven market

Joel Tillinghast’s quote on the best investors’ ability to change their minds underscores the importance of flexibility in investing

Foreign investors’ ownership of US stocks reached all-time highs despite tariff talk

Estate Planning: Wills vs. Trusts

Mark as Played

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