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The Independent Advisors

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The Independent Advisors Podcast Episode 246: How To Anticipate A Correction: DON"T.

04 Apr 2024

Contributed by Lukas

Show Notes:Jessup Wealth Managementhttps://twitter.com/Todd_Sohn/status/1772607791217135725?https://www.carsongroup.com/.../why-a-strong-start-to.../?...

The Independent Advisors Podcast Episode 245: Mistake You Don't Have to Make

28 Mar 2024

Contributed by Lukas

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-th...

The Independent Advisors Podcast Episode 244: Spoiled By Silence

22 Mar 2024

Contributed by Lukas

Show Notes:Tweet from Charlie Bilello -https://lnkd.in/gpKJrm8A?Tweet from Ben Carlson -https://lnkd.in/gq2Fd89t?Article written on FA Mag, Biden’s ...

The Independent Advisors Podcast Episode 243: Got To Keep Up

14 Mar 2024

Contributed by Lukas

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-th...

The Independent Advisors Podcast Episode 242: Data Trumps Feelings

07 Mar 2024

Contributed by Lukas

Show Notes:Tweet from Wayne Whaley -https://twitter.com/WayneWhaley1136/status/1761184949909004367?Blog from Michael Batnick titled “Nothing is More...

The Independent Advisors Podcast Episode 241: A Slow Clap For A Slow Pace

29 Feb 2024

Contributed by Lukas

Show NotesBlog post from Ben Carlson titled “How often do bear markets occur?” -https://awealthofcommonsense.com/2024/02/how-often-do-bear-markets...

The Independent Advisors Podcast Episode 240: "The Inconvenient Truth"

22 Feb 2024

Contributed by Lukas

Show NotesTweet from Equity Clock -https://twitter.com/EquityClock/status/1757949750123340130?Tweet from Ryan Detrick -https://twitter.com/RyanDetrick...

The Independent Advisors Podcast Episode 239: Resist The Reaction

16 Feb 2024

Contributed by Lukas

Show Notes:Blog Post from David Keller on http://stockcharts.com/ titled “Beware the Hindenburg Omen!” - https://stockcharts.com/articles/mindfuli...

The Independent Advisors Podcast Episode 238: January 2024 vs 2024

08 Feb 2024

Contributed by Lukas

Check out this week's Show Note before episode 238 goes live!Blog post from Rocky White from Schaeffer’s Investment Research -https://www.schaeffers...

The Independent Advisors Podcast Episode 237: Don't Be Afraid of Strength

01 Feb 2024

Contributed by Lukas

Show Notes:Tweet from Bespoke -https://twitter.com/bespokeinvest/status/1750521267076137316?Tweets from Ryan Detrick -https://twitter.com/ryandetrick/...

The Independent Advisors Podcast Episode 236: The Stock Market is not, NOT, the Economy

25 Jan 2024

Contributed by Lukas

Show Notes:Tweet from Seth Golden -https://twitter.com/sethcl/status/1745427989242806376?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Franklin Templ...

The Independent Advisors Podcast Episode 235: Case. in. point.

18 Jan 2024

Contributed by Lukas

Show NotesExpectations for rates from Bespoke Investment Group -https://x.com/bespokeinvest/status/1747320771058225401?s=20"Rent and Gen Z-ers." by An...

The Independent Advisors Podcast Episode 234: “Desensitization of Volatility“ with Special Guest, Seth Golden!

11 Jan 2024

Contributed by Lukas

Episode #234 features Seth Golden, a hedge fund consultant and Chief Market Strategist at Finom Group.  ·       Seth has worked for some of t...

The Independent Advisors Podcast Episode 233: The Market Owes You Nothing.

04 Jan 2024

Contributed by Lukas

Tweet from Arun Chopra -https://twitter.com/FusionptCapital/status/1740105871370432619?Blog post from Joe Wiggins: “How will equity markets perform ...

The Independent Advisors Podcast Episode 232: Bring on 2024!

28 Dec 2023

Contributed by Lukas

Show Notes:Tweet from Ryan Detrick on and snippet from the chart report newsletter -https://twitter.com/RyanDetrick/status/1737330878525723073?Blog po...

The Independent Advisors Podcast Episode 231: Reinvesting has risk too

21 Dec 2023

Contributed by Lukas

Show Notes:Tweet from Joey Politano -https://twitter.com/JosephPolitano/status/1734570072176251320Article by Amy Arnott, CFA “Should you T-Bill and ...

The Independent Advisors Episode 230

14 Dec 2023

Contributed by Lukas

Show NotesBlog Post from our friend Ryan Detrick -https://www.carsongroup.com/insights/blog/some-more-good-news-for-bulls/?Article by Matt Baisden tit...

The Independent Advisors Episode 229: 2023 Proving Pessimistic Predictors Wrong

07 Dec 2023

Contributed by Lukas

Show Notes:Tweet from Seth Golden -https://twitter.com/sethcl/status/1729495518085013869?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Sam Ro –https:/...

The Independent Advisors Episode 228: Benefits of Hindsight

30 Nov 2023

Contributed by Lukas

Show Notes:Tweet from Nancy Pelosi Stock Tracker -https://twitter.com/pelositracker_/status/1725326755194384613?NVDA Earnings Report – Tweet from Br...

The Independent Advisors Episode 227: The Crash Caller Won't Save you

17 Nov 2023

Contributed by Lukas

Show Notes:Blog post from Ben Carlson “The crash callers won’t save you.”-https://awealthofcommonsense.com/2023/10/the-crash-callers-wont-save-y...

The Independent Advisors Episode 226: That's Not Bearish

09 Nov 2023

Contributed by Lukas

Show Notes:Blog post from Joe Fahmy “Four Reasons for a year-end rally” -https://joefahmy.com/2023/11/05/four-reasons-for-a-year-end-rallyTweet fr...

The Independent Advisors Episode 225: An Old Normal

02 Nov 2023

Contributed by Lukas

Show Notes:Discussion on Treasury Refunding & the Bond Market -https://home.treasury.gov/.../financi.../quarterly-refundinghttps://home.treasury.g...

The Independent Advisors Episode 224: Beauty is Pain

26 Oct 2023

Contributed by Lukas

Show Notes:Tweet from Money Visuals, Ashby Daniels -https://twitter.com/mvmoneyvisuals/status/1714978955449798727?s=12&t=Godkt5FzuqWcmpmvo2G5JgYTD...

The Independent Advisors Episode 223: Tough Contender

19 Oct 2023

Contributed by Lukas

Show Notes:Blog post from Adam Turnquist -https://lplresearch.com/2023/10/13/bull-market-check-up/Tweet from Dan Russo -https://twitter.com/danrusso_c...

The Independent Advisors Episode 222: Everything S&P

11 Oct 2023

Contributed by Lukas

Show Notes:Tweet from Mike Zaccardi -https://x.com/mikezaccardi/status/1711103046904664518Tweet from Willie Delwiche, CMT, CFA - https://twitter.com/W...

The Independent Advisors Episode 221: Where The Reversion Lies

06 Oct 2023

Contributed by Lukas

Show Notes:Tweet from J.C. Parets from All Star Charts -https://twitter.com/allstarcharts/status/1709192984128884976Tweet from Investment Wisdom -http...

The Independent Advisors Episode 220: Market Resilience in a Shutdown

28 Sep 2023

Contributed by Lukas

Show Notes:Blog post by Ryan Detrick “10 things to know about a government shutdown” -https://www.carsongroup.com/insights/blog/ten-things-to-know...

The Independent Advisors Episode 219: Threats Breed Motivation and Strength

22 Sep 2023

Contributed by Lukas

Show Notes:Article by Adam Turnquist, "Breaking Down the Breakdown in Oil"-https://lplresearch.com/2023/09/08/breaking-down-the-breakout-in-oil/Chart ...

The Independent Advisors Episode 218: Old School

14 Sep 2023

Contributed by Lukas

Show Notes:Federal Reserve launches FedNow payment system -https://peterlazaroff.com/ep-115-debunking-myths-about-fednow Blog post from Peter Lazaroff...

The Independent Advisors Episode 217: Market Ammunition

07 Sep 2023

Contributed by Lukas

Tweet from Ed Clissold -https://twitter.com/edclissold/status/1697638015361777821Tweet from Ryan Detrick -https://twitter.com/ryandetrick/status/16974...

The Independent Advisors Episode 216: A Fat Pitch

31 Aug 2023

Contributed by Lukas

Social Media:Facebook: @JessupWealthManagementLinkedIn: @JessupWealthManagementTwitter: @jessupwealthInstagram: @jessupwealth

The Independent Advisors Episode 215: Lifeblood of a Bull Market

24 Aug 2023

Contributed by Lukas

Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealth

The Independent Advisors Episode 214: Seasonality Playing Out Perfectly

17 Aug 2023

Contributed by Lukas

Show Notes:Blog post from Ben Carlson -https://awealthofcommonsense.com/2023/08/even-when-the-stock-market-goes-up-it-still-goes-down/Tweet by Carl Qu...

The Independent Advisors Episode 213: Scaring Off The Bears

10 Aug 2023

Contributed by Lukas

Show NotesTweet from Willi Delwiche, CMT, CFA -https://twitter.com/WillieDelwiche/status/1687071058837307392Tweet from Unusual Whales -https://twitter...

The Independent Advisors Episode 212: Take A Swing

03 Aug 2023

Contributed by Lukas

Show Notes:https://www.fa-mag.com/news/secure-2-0-mandatory-roth-catch-up-requirement--raises-questions-74092.html

The Independent Advisors Episode 211: Data Dependent

27 Jul 2023

Contributed by Lukas

Show Notes:Blog post by Ben Carlson, A Textbook Non-Recessionary Bear Market -https://awealthofcommonsense.com/2023/07/a-textbook-non-recessionary-bea...

The Independent Advisors Episode 210: Tunnel Vision

20 Jul 2023

Contributed by Lukas

Show Notes:Tweet from Callie Cox - https://twitter.com/callieabost/status/1667187571925872646?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Michael Kah...

The Independent Advisors Episode 209: The Silent Killer

13 Jul 2023

Contributed by Lukas

Show Notes:Tweets by Unusual Whales, congress members trading individual stocks -https://twitter.com/unusual_whales/status/1676270488656691200?s=12&am...

The Independent Advisors Episode 208: Obvious In Hindsight

07 Jul 2023

Contributed by Lukas

Show Notes: Blog from Morgan Housel “Why you believe the things you do” -https://collabfund.com/blog/why-you-believe-the-things-you-do/Blog from J...

The Independent Advisors Episode 207: Every Market is Unique

29 Jun 2023

Contributed by Lukas

Show Notes:Tweet from Bespoke -https://twitter.com/bespokeinvest/status/1672326332074557442Tweet from Charlie Bilello -https://twitter.com/charliebile...

The Independent Advisors Episode 206: The Big Picture

22 Jun 2023

Contributed by Lukas

Show Notes:Tweet from Charlie Bilello - https://twitter.com/charliebilello/status/1669326669058830342 Article off Briefing.com -https://www.briefing.c...

The Independent Advisors Episode 205: Funny How That Works Out

15 Jun 2023

Contributed by Lukas

Show Notes:Blog post from Callie Cox, “Bad Breadth” -https://www.etoro.com/en-us/news-and-analysis/etoro-updates/bad-breadth/Blog post by Michael ...

The Independent Advisors Episode 204: The Market Outlook No One Is Talking About - Featuring Ryan Detrick, CMT.

08 Jun 2023

Contributed by Lukas

Ryan Detrick Social Media: LinkedIn: @Ryan Detrick, CMT.Twitter: @RyanDetrickPodcast: Facts vs. FeelingsJessup Wealth Management Social Media:Facebook...

The Independent Advisors Episode 203: "Raise the Roof" or Something Like That

01 Jun 2023

Contributed by Lukas

Show Notes!Blog post from Ben Carlson - https://awealthofcommonsense.com/2023/05/whats-the-best-long-term-investment/Blog Post from Nick Maggiulli - h...

The Independent Advisors Episode 202: Stealthy Strong

25 May 2023

Contributed by Lukas

Show Notes:Policy and Tax Changes Impacting HNW Clients in 2023 by Wola Odeniran -https://www.advisorperspectives.com/articles/2023/05/19/tax-chang...

The Independent Advisors Episode 201: From False Moves to Fast Moves

18 May 2023

Contributed by Lukas

Show Notes:Tweet from Liz Young -https://twitter.com/LizYoungStrat/status/1656632831831883778Tweet from Jon Roque -https://twitter.com/daChartLife/sta...

The Independent Advisors Episode 200: Playing Offense

11 May 2023

Contributed by Lukas

Show Notes:Article from Jefferies -https://www.jefferies.com/Letters/ltr/1647/04032023?Article from Bloomberg - https://www.bloomberg.com/opinion/arti...

The Independent Advisors Episode 199: All Things Medicare with Special Guest, Chad Hooper.

04 May 2023

Contributed by Lukas

Show Notes:https://www.humana.com/medicare/medicare-resources/irmaaChad Hooper Founder of [email protected]

The Independent Advisors Episode 198: Leverage

27 Apr 2023

Contributed by Lukas

Show Note:Articles from Bloomberg -https://www.bloomberg.com/news/articles/2023-04-25/first-republic-shares-drop-after-analyst-call-without-questions?...

The Independent Advisors Episode 197: Tug of War

20 Apr 2023

Contributed by Lukas

Show Notes:Tweet from Joseph Fahmy -https://twitter.com/jfahmy/status/1646151812985110532?s=12&t=Godkt5FzuqWcmpmvo2G5Jg“Apple Card’s New High-...

The Independent Advisors Episode 196: Health is Wealth

13 Apr 2023

Contributed by Lukas

Show Notes:Tweet by Ryan Detrick -https://twitter.com/RyanDetrick/status/1641994956804874241Article by Harry Sit “No FDIC Insurance -Why a broker...

The Independent Advisors Episode 195: The Bears Are Trapped

06 Apr 2023

Contributed by Lukas

Show Notes:Tweet from Car Dealership Guy -https://twitter.com/guydealership/status/1640688058692427782?s=12&t=Godkt5FzuqWcmpmvo2G5JgBlog Post from...

The Independent Advisors Episode 194: Risk and Volatility are 2 Different Things.

30 Mar 2023

Contributed by Lukas

Tweet from Money Visuals, an account run by our friend, Ashby Daniels - https://twitter.com/mvmoneyvisuals/status/1638870337050877952?s=12&t=Godkt...

The Independent Advisors Episode 193: You can't always "Bank" on that.

23 Mar 2023

Contributed by Lukas

Show NotesTweet from Freezing Cold Finance Takes -https://twitter.com/FreezingFi.../status/1635263124583632897Tweet from Peter Mallouk -https://twitte...

The Independent Advisors Episode 192: Confidence and Stability

17 Mar 2023

Contributed by Lukas

Tweet from Jim Bianco -https://twitter.com/biancoresearch/status/1634885127179325440?s=51&t=Godkt5FzuqWcmpmvo2G5JgTweet from Ophir Gottlieb -https...

The Independent Advisors Episode 191: The Noise is Deafening

09 Mar 2023

Contributed by Lukas

Show Notes:https://twitter.com/charliebilello/status/1633328886304985094https://twitter.com/AyeshaTariq/status/1633535769347227649https://twitter.com/...

The Independent Advisors Episode 190: February Hangover

02 Mar 2023

Contributed by Lukas

Show Notes:Tweet from Mark Ungewitter -https://twitter.com/mark_ungewitter/status/…Article from JC Parets -https://allstarcharts.com/hows-your-hango...

The Independent Advisors Episode 189: Into the Unknown

23 Feb 2023

Contributed by Lukas

Show Notes:Article written by Ben Henry-Moreland – Kitces.com -https://www.kitces.com/blog/hsa-tax-benefits-withdrawal-qualified-medical-expenses-ir...

The Independent Advisors Episode 188: Back with a Vengeance

16 Feb 2023

Contributed by Lukas

Social Media:Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter: @Jessupwealth

The Independent Advisors Episode 187: Very Welcomed

02 Feb 2023

Contributed by Lukas

Show Notes:Blog post from JC Parets -https://allstarcharts.com/nasdaq-up-3-weeks-in-a-row/Tweet by Danny Kirsch -https://twitter.com/danny_kirsch/stat...

The Independent Advisors Episode 186: January Trifecta

26 Jan 2023

Contributed by Lukas

Show Notes:January Trifecta Indicator -https://jeffhirsch.tumblr.com/post/706735383842570240/after-bear-market-january-indicator-trifectaTweet from Ca...

The Independent Advisors Episode 185: Not all landings are soft.

19 Jan 2023

Contributed by Lukas

Show Notes:Blog Post from JC Parets -https://allstarcharts.com/santa-showed-up-so-now-what/Blog Post from Ben Carlson - https://awealthofcommonsense.c...

The Independent Advisors Podcast Episode 184: The Secure Act 2.0

12 Jan 2023

Contributed by Lukas

*Jessup Wealth Management does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is no...

The Independent Advisors Episode 183: Patience and Perspective

05 Jan 2023

Contributed by Lukas

Show Notes:Article from Rubin Miller titled “My 2023 Predictions” - https://www.fortunesandfrictions.com/post/my-2023-predictions ?Tweet from Came...

The Independent Advisors Episode 182: Feels Like Coal...

29 Dec 2022

Contributed by Lukas

Show Notes:Tweet from Max Pashman, CFP -https://twitter.com/maxpashman/status/1606410087106752512Article written by Allan Roth on AARP -https://www.aa...

The Independent Advisors Episode 181: Survival Breeds Longevity

22 Dec 2022

Contributed by Lukas

Show Notes:Blog Post from Ben Carlson titled “How Often is the Market Down in Consecutive Years?” https://awealthofcommonsense.com/2022/12/how-oft...

The Independent Advisors Episode 180: Opinions Everywhere

15 Dec 2022

Contributed by Lukas

Show Notes:Article from Ryan Detrick “When does the Santa Claus Rally start?” -https://www.carsongroup.com/insights/blog/when-does-the-santa-claus...

The Independent Advisors Episode 179: Invest Like A Pigeon

08 Dec 2022

Contributed by Lukas

Show Notes:Article written by Rubin Miller “Invest Like a Pigeon” -https://www.fortunesandfrictions.com/post/invest-like-a-pigeonArticle from Meb ...

The Independent Advisors Episode 178: The Stock Market Is Not The Economy

01 Dec 2022

Contributed by Lukas

Show Notes:Tweet from Nick Reece -https://twitter.com/nicholastreece/status/1564961807793618946Tweet from @CramerTracker - https://twitter.com/CramerT...

The Independent Advisors Episode 177: Spiking The Football

23 Nov 2022

Contributed by Lukas

Tweet by Tom McClellan -https://twitter.com/McClellanOsc/status/1588937209297928192Article from the WSJ -https://www.wsj.com/articles/government-offic...

The Independent Advisors Episode 176: Trading Stories with Guest, AJ Conway!

18 Nov 2022

Contributed by Lukas

AJ is the Head of European Fixed Income Trading at WH Trading LLC. He shares his trading stories and what he’s learned within his 6 years in the fin...

The Independent Advisors Episode 175: Today is already priced in.

10 Nov 2022

Contributed by Lukas

Show Notes:Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1584174378518212608Blog Post from Michael Batnick -https://theirrelevantinv...

The Independent Advisors Episode 174: The spring is loaded.

03 Nov 2022

Contributed by Lukas

Show Notes:Article from Financial Advisors Magazine's, Alexis Leondis -https://www.fa-mag.com/news/delaying-your-social-security-has-rarely-been-this-...

The Independent Advisors Episode 173: Time is money.

27 Oct 2022

Contributed by Lukas

Show Notes:Article from Jenny Surance and Katherine Doherty -https://www.fa-mag.com/news/recession-warnings-are-hard-to-find-in-bofa-earnings-70182.ht...

The Independent Advisors Episode 172: Allow compounding to be the wind at your back.

20 Oct 2022

Contributed by Lukas

Show Notes:Avoid the Midterm Election Trap -https://www.advisorperspectives.com/articles/2022/10/17/avoid-the-midterm-election-trap?Blog post on A Wea...

The Independent Advisors Episode 171: Severe Market Dislocations

13 Oct 2022

Contributed by Lukas

Show Notes:Blog post by ZeroHedge -https://www.zerohedge.com/markets/payrolls-turn-negative-next-quarter-and-stay-there-all-2023-bofaTweet from J.C. P...

The Independent Advisors Episode 170: Optimism + Certainty = Rip to the Upside

06 Oct 2022

Contributed by Lukas

Show NotesCheck out this week's Show Notes before episode 170 goes live this afternoon! Tweet by Cullen Roche -https://twitter.com/cullenr.../status/1...

The Independent Advisors Episode 169: Wild is an understatement.

29 Sep 2022

Contributed by Lukas

Show Notes:Comments on Currency Markets -https://www.reuters.com/markets/asia/whipsawed-forex-traders-say-currency-moves-remarkable-resemble-casino-20...

The Independent Advisors Episode 168: Sick of Comparisons

22 Sep 2022

Contributed by Lukas

Show Notes:Blog Post from Ryan Detrick -https://www.carsongroup.com/insights/blog/the-midterm-election-is-two-months-away-what-investors-need-to-know/...

The Independent Advisors Episode 167: It’s ok to be bearish but it’s not ok to stay bearish.

15 Sep 2022

Contributed by Lukas

Blog post from Ben Carlson -https://awealthofcommonsense.com/2022/09/the-difference-between-being-bearish-being-realistic/Blog Post from Sam Ro -https...

The Independent Advisors Episode 166: The Goal Post Keeps Moving

08 Sep 2022

Contributed by Lukas

Show Notes:Tweet by Markets & Mayhem -https://twitter.com/Mayhem4Markets/status/1564407490837680129/photo/1Blog Post from Ben Carlson -https://awe...

The Independent Advisors Episode 165: Is the Inflation Fever Finally Breaking?

01 Sep 2022

Contributed by Lukas

Show Notes:Tweet from Willie Delwiche -https://twitter.com/WillieDelwiche/status/1562487853229416450Tweet from Nate Geraci -https://twitter.com/NateGe...

The Independent Advisors Episode 164: Cut Spending, Not Contributions

25 Aug 2022

Contributed by Lukas

Show Notes1. Article from Financial Advisor by Alex Padalka -https://www.financialadvisoriq.com/c/3708804/475654/most_cutting_spending_retirement_cont...

The Independent Advisors Episode 163: Taunting the Bull

18 Aug 2022

Contributed by Lukas

Show Notes:Tweet from Steven Strazza -https://twitter.com/sstrazza/status/1556644488105402369Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/...

The Independent Advisors Episode 162: Downtrend in Inflation: Uptrend in Stocks

11 Aug 2022

Contributed by Lukas

Article from ThinkAdvisor by Melanie Waddell -https://www.thinkadvisor.com/2022/06/17/new-bill-would-allow-rollovers-from-529-plans-to-roth-iras/Artic...

The Independent Advisors Episode 161: Is "recession" the right word?

04 Aug 2022

Contributed by Lukas

1. Blog post from Ben Carlson -https://awealthofcommonsense.com/2022/07/investing-in-home-renovations-vs-investing-in-stocks/2. Tweet from Callie Cox ...

The Independent Advisors Episode 160: 20 Questions with Mark McEvily

28 Jul 2022

Contributed by Lukas

Social Media:Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter: @Jessupwealth

The Independent Advisors Episode 159: Sniffing Out Recovery

21 Jul 2022

Contributed by Lukas

Show Notes1. Update on Existing Home Sales from Bloomberg -https://www.bloomberg.com/news/articles/2022-07-20/us-existing-home-sales-drop-a-fifth-mont...

The Independent Advisors Episode 158: The Awkward Phase of the Market

14 Jul 2022

Contributed by Lukas

Show Notes1. Chart on US bond curve inversion -https://www.bloomberg.com/news/articles/2022-07-12/treasury-curve-inversion-deepens-to-level-last-seen-...

The Independent Advisors Episode 157: Grin and "Bear" It

07 Jul 2022

Contributed by Lukas

Show NotesTweet from Callie Cox -https://twitter.com/callieabost/status/1542509125178761216?s=11&t=Fk1x6hVaUG2VecRfSaJAEQTweet by Money Visuals - ...

The Independent Advisors Episode 156: How to prepare for a child's or grandchild's college experience and expenses.

30 Jun 2022

Contributed by Lukas

Social Media:Facebook/LinkedIn: @JessupWealthManagementInstagram/Twitter: @JessupWealth

The Independent Advisors Episode 155: Bad News is Good News

23 Jun 2022

Contributed by Lukas

Shownotes:Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1537552028674801665Tweet from Jeff Weniger - https://twitter.com/JeffWeniger/...

The Independent Advisors Episode 154: Roll with the Punches

16 Jun 2022

Contributed by Lukas

Show Notes1. Blog post from Jeff Hirsch -https://jeffhirsch.tumblr.com/post/686348118572351488/remember-junes-midterm-weakness2. Tweet by Jeroen Blokl...

The Independent Advisors Episode 153: Leading Stories that Don't Make the Headlines.

09 Jun 2022

Contributed by Lukas

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-h...

The Independent Advisors Episode 152: The Health of the Economy vs. Inflation

02 Jun 2022

Contributed by Lukas

Show Notes1. Tweet from Ophir Gottlieb -[[link]] 2. Tweet from David Cox -https://twitter.com/DavidCoxWG/status/15266262088420638723. Article from Bes...

The Independent Advisors Episode 151: Capture the Upside

26 May 2022

Contributed by Lukas

Show Notes:1. The WSJ, “SEC to Propose More Disclosure Requirements for ESG Funds” -https://www.wsj.com/articles/sec-to-propose-more-disclosure-re...

The Independent Advisors Episode 150: In good times and bad, we are here, this is our purpose.

19 May 2022

Contributed by Lukas

Show Notes:Check out this week's Show Notes before milestone episode #150 goes live tomorrow afternoon!1. Tweet by FactSet -https://twitter.com/FactSe...

The Independent Advisors Episode 149: Beware of a Bear Market Rally

10 May 2022

Contributed by Lukas

Show Notes1. Tweet by Ryan Detrick -https://twitter.com/ryandetrick/status/1522909174694301698?s=11&t=ELTnPQszXNXpoaZ1_Zo3SA2. Post by Charles Pay...

The Independent Advisors Episode 148: Anchor to your Long-Term Vision

05 May 2022

Contributed by Lukas

Show Notes:1. Tweet from Grant Hawkridge -[[link]] 2. Blog Post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/682638900488994816/welcome-to-th...

The Independent Advisors Episode 147: Pockets of Weakness in Economic Recovery

27 Apr 2022

Contributed by Lukas

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=e2tw2....

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