The Independent Advisors

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 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 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 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 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 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 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 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 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 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 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 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 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 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 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....

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....

The Independent Advisors Episode 146: Predictions aren't promises.

21 Apr 2022

Contributed by Lukas

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...

The Independent Advisors Episode 146: Predictions aren't promises.

21 Apr 2022

Contributed by Lukas

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...

The Independent Advisors Episode 145: Rockets and Feathers

14 Apr 2022

Contributed by Lukas

Shownotes:Article written by Max Kirouac - https://modernmoney.ca/personal-finance/gas-prices-101/?utm_source=ActiveCampaign&utm_medium=email&...

The Independent Advisors Episode 145: Rockets and Feathers

14 Apr 2022

Contributed by Lukas

Shownotes:Article written by Max Kirouac - https://modernmoney.ca/personal-finance/gas-prices-101/?utm_source=ActiveCampaign&utm_medium=email&...

The Independent Advisors Episode 144: Backwardation

07 Apr 2022

Contributed by Lukas

Show Notes: 1. Tweet by Callie Cox -https://twitter.com/callieabost/status/15088671396834672832. Tweet by Ryan Detrick -https://twitter.com/ryandetric...

The Independent Advisors Episode 144: Backwardation

07 Apr 2022

Contributed by Lukas

Show Notes: 1. Tweet by Callie Cox -https://twitter.com/callieabost/status/15088671396834672832. Tweet by Ryan Detrick -https://twitter.com/ryandetric...

The Independent Advisors Episode 143: Bonds aren't bulletproof.

01 Apr 2022

Contributed by Lukas

Show Notes:1. Article in the Wall St. Journal -https://www.wsj.com/articles/what-fed-interest-rate-hike-means-for-you-11647437999Social MediaFacebook/...

The Independent Advisors Episode 143: Bonds aren't bulletproof.

01 Apr 2022

Contributed by Lukas

Show Notes:1. Article in the Wall St. Journal -https://www.wsj.com/articles/what-fed-interest-rate-hike-means-for-you-11647437999Social MediaFacebook/...

The Independent Advisors Episode 142: It's an art not a science.

24 Mar 2022

Contributed by Lukas

Show Notes:1. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/15049123547981865012. Tweet from Andrew Thrasher - https://twitter.com/A...

The Independent Advisors Episode 142: It's an art not a science.

24 Mar 2022

Contributed by Lukas

Show Notes:1. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/15049123547981865012. Tweet from Andrew Thrasher - https://twitter.com/A...

The Independent Advisors Episode 141: "Not a lot of bulls out there right now"

17 Mar 2022

Contributed by Lukas

Show Notes:1. Blog post from Michael Batnick -https://theirrelevantinvestor.com/2022/03/08/theres-blood-in-the-streets-2/2. Blog Post from Cullen Roch...

The Independent Advisors Episode 141: "Not a lot of bulls out there right now"

17 Mar 2022

Contributed by Lukas

Show Notes:1. Blog post from Michael Batnick -https://theirrelevantinvestor.com/2022/03/08/theres-blood-in-the-streets-2/2. Blog Post from Cullen Roch...

The Independent Advisors Episode 140: Dethroning King Dollar

10 Mar 2022

Contributed by Lukas

Show Notes:1. Blog post from Michael Batnick -https://theirrelevantinvestor.com/2022/02/24/its-ugly-out-there/2. Blog post from Michael Batnick -https...

The Independent Advisors Episode 140: Dethroning King Dollar

10 Mar 2022

Contributed by Lukas

Show Notes:1. Blog post from Michael Batnick -https://theirrelevantinvestor.com/2022/02/24/its-ugly-out-there/2. Blog post from Michael Batnick -https...

The Independent Advisors Episode 139: Earnings Drive Prices

03 Mar 2022

Contributed by Lukas

This podcast is not a recommendation for or against cryptocurrency. It is merely used to illustrate a point. Make sure to conduct your own due diligen...

The Independent Advisors Episode 139: Earnings Drive Prices

03 Mar 2022

Contributed by Lukas

This podcast is not a recommendation for or against cryptocurrency. It is merely used to illustrate a point. Make sure to conduct your own due diligen...

The Independent Advisors Episode 138: What is priced in?

25 Feb 2022

Contributed by Lukas

Show Notes:1. Tweet by Alvaro Oviedo -https://twitter.com/alvoviedo/status/14957794228294369292. Article from the Wall St. Journal -https://www.wsj.co...

The Independent Advisors Episode 138: What is priced in?

25 Feb 2022

Contributed by Lukas

Show Notes:1. Tweet by Alvaro Oviedo -https://twitter.com/alvoviedo/status/14957794228294369292. Article from the Wall St. Journal -https://www.wsj.co...

The Independent Advisors Episode 137: Progress isn't linear.

16 Feb 2022

Contributed by Lukas

Show Notes:1. Article from the WSJ -https://www.wsj.com/articles/behind-the-feds-slow-pivot-to-tackling-inflation-11644930180?mod=hp_lead_pos42. Tweet...

The Independent Advisors Episode 137: Progress isn't linear.

16 Feb 2022

Contributed by Lukas

Show Notes:1. Article from the WSJ -https://www.wsj.com/articles/behind-the-feds-slow-pivot-to-tackling-inflation-11644930180?mod=hp_lead_pos42. Tweet...

The Independent Advisors Episode 136: Normalization and Forward-Looking Performance

10 Feb 2022

Contributed by Lukas

Show Notes:1. Tweet by Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/1491391121292935168Facebook/LinkedIn @JessupWealthManagementTwitte...

The Independent Advisors Episode 136: Normalization and Forward-Looking Performance

10 Feb 2022

Contributed by Lukas

Show Notes:1. Tweet by Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/1491391121292935168Facebook/LinkedIn @JessupWealthManagementTwitte...

The Independent Advisors Episode 135: Historic Pessimism

02 Feb 2022

Contributed by Lukas

Show Notes:1. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/14867016925319741482. Tweet from Beth Kindig -https://twitter.com/Beth_K...

The Independent Advisors Episode 135: Historic Pessimism

02 Feb 2022

Contributed by Lukas

Show Notes:1. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/14867016925319741482. Tweet from Beth Kindig -https://twitter.com/Beth_K...

The Independent Advisors Episode 134: The Sacrifice You Make as an Investor

27 Jan 2022

Contributed by Lukas

Show Notes:1. Tweet from Mike Zaccardi -[[link]] 2. Article by Keith Lerner on Marketwatch -https://www.marketwatch.com/story/what-happens-when-the-s-...

The Independent Advisors Episode 134: The Sacrifice You Make as an Investor

27 Jan 2022

Contributed by Lukas

Show Notes:1. Tweet from Mike Zaccardi -[[link]] 2. Article by Keith Lerner on Marketwatch -https://www.marketwatch.com/story/what-happens-when-the-s-...

The Independent Advisors Episode 133: Hot Takes and Spicy Mustard

19 Jan 2022

Contributed by Lukas

Show Notes:1.Article regarding Oil Prices -https://www.wsj.com/articles/oil-prices-hit-seven-year-high-on-rising-geopolitical-tensions-11642507485?mod...

The Independent Advisors Episode 133: Hot Takes and Spicy Mustard

19 Jan 2022

Contributed by Lukas

Show Notes:1.Article regarding Oil Prices -https://www.wsj.com/articles/oil-prices-hit-seven-year-high-on-rising-geopolitical-tensions-11642507485?mod...

The Independent Advisors Episode 132: Treasury or Treasure?

10 Jan 2022

Contributed by Lukas

Episode #132 TopicsThe 10-year Treasury Yield is at its highest since February 2020.Initial Jobless Claims Update on 2022's January TrifectaLooking B...

The Independent Advisors Episode 132: Treasury or Treasure?

10 Jan 2022

Contributed by Lukas

Episode #132 TopicsThe 10-year Treasury Yield is at its highest since February 2020.Initial Jobless Claims Update on 2022's January TrifectaLooking B...

The Independent Advisors Episode 131: "As Goes January, So Goes the Year"

04 Jan 2022

Contributed by Lukas

1. Web page from the IRS -[[link]] 2. Post from Jeff Hirsch on Tumblr - https://jeffhirsch.tumblr.com/post/671742668325388288/santa-claus-rally-indica...

The Independent Advisors Episode 131: "As Goes January, So Goes the Year"

04 Jan 2022

Contributed by Lukas

1. Web page from the IRS -[[link]] 2. Post from Jeff Hirsch on Tumblr - https://jeffhirsch.tumblr.com/post/671742668325388288/santa-claus-rally-indica...

The Independent Advisors Episode 130: The Bulls Believe in Santa

30 Dec 2021

Contributed by Lukas

·      Federal student loan moratorium was extended·      Update on Consumer Spending·      Growth vs Value Stocks·      I...

The Independent Advisors Episode 130: The Bulls Believe in Santa

30 Dec 2021

Contributed by Lukas

·      Federal student loan moratorium was extended·      Update on Consumer Spending·      Growth vs Value Stocks·      I...

The Independent Advisors Episode 129: Buying a House- Behind the Scenes

21 Dec 2021

Contributed by Lukas

Show Notes1. Quotes from an article in the Atlantic -https://www.theatlantic.com/ideas/archive/2021/05/us-housing-market-records/619029/?utm_source=fe...

The Independent Advisors Episode 129: Buying a House- Behind the Scenes

21 Dec 2021

Contributed by Lukas

Show Notes1. Quotes from an article in the Atlantic -https://www.theatlantic.com/ideas/archive/2021/05/us-housing-market-records/619029/?utm_source=fe...

The Independent Advisors Episode 128: Loan Officer, Family Friend and Special Guest, Matt Edwards, joins us!

16 Dec 2021

Contributed by Lukas

Today's Topics:A USA Mortgage Loan Officer, Matthew Edwards, takes us through all the ins and outs of obtaining a mortgage loan that fits each individ...

The Independent Advisors Episode 128: Loan Officer, Family Friend and Special Guest, Matt Edwards, joins us!

16 Dec 2021

Contributed by Lukas

Today's Topics:A USA Mortgage Loan Officer, Matthew Edwards, takes us through all the ins and outs of obtaining a mortgage loan that fits each individ...

The Independent Advisors Episode 127: Fear Strikes

10 Dec 2021

Contributed by Lukas

Show Notes1. Tweet from George Maroudas -https://twitter.com/ChicagoAdvisor/status/14665072426315735072. Blog post written by Ben Carlson -https://awe...

The Independent Advisors Episode 127: Fear Strikes

10 Dec 2021

Contributed by Lukas

Show Notes1. Tweet from George Maroudas -https://twitter.com/ChicagoAdvisor/status/14665072426315735072. Blog post written by Ben Carlson -https://awe...

The Independent Advisors Episode 126: A Strong Dollar

03 Dec 2021

Contributed by Lukas

1. Updates from Sam Ro -[[link]] 2. Article written by the Schwab Center -https://www.schwab.com/resource-center/insights/content/does-market-timing-w...

The Independent Advisors Episode 126: A Strong Dollar

03 Dec 2021

Contributed by Lukas

1. Updates from Sam Ro -[[link]] 2. Article written by the Schwab Center -https://www.schwab.com/resource-center/insights/content/does-market-timing-w...

The Independent Advisors Episode 125: Tensions on Pensions

24 Nov 2021

Contributed by Lukas

Show Notes1. Tweet by 10K-Diver -https://twitter.com/10kdiver/status/14609346718359552032. Blog post written by Ben Carlson -https://awealthofcommonse...

The Independent Advisors Episode 125: Tensions on Pensions

24 Nov 2021

Contributed by Lukas

Show Notes1. Tweet by 10K-Diver -https://twitter.com/10kdiver/status/14609346718359552032. Blog post written by Ben Carlson -https://awealthofcommonse...

The Independent Advisors Episode 124: Time IN the Market. Not TIMING the Market

18 Nov 2021

Contributed by Lukas

1. Article written by Cullen Roche -https://www.pragcap.com/is-hyperinflation-coming/2. Blog post written by Ben Carlson -https://awealthofcommonsense...

The Independent Advisors Episode 124: Time IN the Market. Not TIMING the Market

18 Nov 2021

Contributed by Lukas

1. Article written by Cullen Roche -https://www.pragcap.com/is-hyperinflation-coming/2. Blog post written by Ben Carlson -https://awealthofcommonsense...

The Independent Advisors Episode 123: A Revised Economic Package

11 Nov 2021

Contributed by Lukas

Show Notes1. Article written by Jeff Hirsch -https://jeffhirsch.tumblr.com/post/666142500496556032/years-best-3-month-span-about-to-start2. Article wr...

The Independent Advisors Episode 123: A Revised Economic Package

11 Nov 2021

Contributed by Lukas

Show Notes1. Article written by Jeff Hirsch -https://jeffhirsch.tumblr.com/post/666142500496556032/years-best-3-month-span-about-to-start2. Article wr...

The Independent Advisors Episode 122: Don't Fight the Market

04 Nov 2021

Contributed by Lukas

1. Tweet from Jeff Levine - https://twitter.com/CPAPlanner/status/14537083009193984032. Tweet from Andrew Thrasher - https://twitter.com/AndrewThrashe...

The Independent Advisors Episode 122: Don't Fight the Market

04 Nov 2021

Contributed by Lukas

1. Tweet from Jeff Levine - https://twitter.com/CPAPlanner/status/14537083009193984032. Tweet from Andrew Thrasher - https://twitter.com/AndrewThrashe...

The Independent Advisors Episode 121: What if things go right?

28 Oct 2021

Contributed by Lukas

Show Notes:1. Tweet from Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/14454152040876482572. Blog written by Barry Ritholtz -https://twitt...

The Independent Advisors Episode 121: What if things go right?

28 Oct 2021

Contributed by Lukas

Show Notes:1. Tweet from Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/14454152040876482572. Blog written by Barry Ritholtz -https://twitt...

The Independent Advisors Episode 120: Investing is risky. NOT investing is riskier!

20 Oct 2021

Contributed by Lukas

Show Notes:1. Tweet from George Maroudas - [[link]] 2. Tweet from Josh Lehner -https://twitter.com/lehnerjw/status/14486716019945717893. Tweet from Ja...

The Independent Advisors Episode 120: Investing is risky. NOT investing is riskier!

20 Oct 2021

Contributed by Lukas

Show Notes:1. Tweet from George Maroudas - [[link]] 2. Tweet from Josh Lehner -https://twitter.com/lehnerjw/status/14486716019945717893. Tweet from Ja...

The Independent Advisors Episode 119: 2008 changed a generation of investors

13 Oct 2021

Contributed by Lukas

1. Tweet from Joe Fahmy -https://twitter.com/jfahmy/status/1446456475459665925?s=112. Tweet from “Interested Observer” -https://twitter.com/observ...

The Independent Advisors Episode 119: 2008 changed a generation of investors

13 Oct 2021

Contributed by Lukas

1. Tweet from Joe Fahmy -https://twitter.com/jfahmy/status/1446456475459665925?s=112. Tweet from “Interested Observer” -https://twitter.com/observ...

The Independent Advisors Episode 118: What Great Rotation?

05 Oct 2021

Contributed by Lukas

Show Notes1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommo...

The Independent Advisors Episode 118: What Great Rotation?

05 Oct 2021

Contributed by Lukas

Show Notes1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommo...

The Independent Advisors Episode 117: Today's number is tomorrow's story

01 Oct 2021

Contributed by Lukas

1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommonsense.com...

The Independent Advisors Episode 117: Today's number is tomorrow's story

01 Oct 2021

Contributed by Lukas

1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommonsense.com...

The Independent Advisors Episode 115: The 60/40 Portfolio

15 Sep 2021

Contributed by Lukas

Show Notes:Michael Rosen, CIO of Angeles Investments and Angeles Wealth -https://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-reac...

The Independent Advisors Episode 115: The 60/40 Portfolio

15 Sep 2021

Contributed by Lukas

Show Notes:Michael Rosen, CIO of Angeles Investments and Angeles Wealth -https://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-reac...

The Independent Advisors Podcast Episode 114: Warning of the Week

09 Sep 2021

Contributed by Lukas

1. Supply chain update from CNBC - https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-...

The Independent Advisors Podcast Episode 114: Warning of the Week

09 Sep 2021

Contributed by Lukas

1. Supply chain update from CNBC - https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-...

The Independent Advisors Podcast Episode 113: The Real Risk of Investing

02 Sep 2021

Contributed by Lukas

Show Notes! 1. Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233... 2. Tweet from Liz Ann Sonders - https:...

The Independent Advisors Podcast Episode 113: The Real Risk of Investing

02 Sep 2021

Contributed by Lukas

Show Notes! 1. Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233... 2. Tweet from Liz Ann Sonders - https://...

The Independent Advisors Podcast Episode 112: Taking about what's not talked about

26 Aug 2021

Contributed by Lukas

1. Tweet from “10-K Carl” - https://twitter.com/10k_carl/status/1426250130873896962?s=11 2. Tweet from Nomi Prins - https://twitter.com/n...

The Independent Advisors Podcast Episode 112: Taking about what's not talked about

26 Aug 2021

Contributed by Lukas

1. Tweet from “10-K Carl” - https://twitter.com/10k_carl/status/1426250130873896962?s=11 2. Tweet from Nomi Prins - https://twitter.com/nom...

The Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?

20 Aug 2021

Contributed by Lukas

1. Article in ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/.../house-panel-crafting.../ 2. Tweet from Austin Lieberman - https://...