The Independent Advisors
Episodes
Episode 61: A Strong August in the Stock Market, Mistakes Retirees Make, and Accredited Investor Updates
01 Sep 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #61: • Stock Market Marches Higher in August • Accredited Investor Update • 12 Cheapest Ci...
Episode 60: Tech Stocks, Company Name Game, Crash Confidence and Annuities: Consequences to Consider
25 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #59: Performance of Tech Stocks and Long Term Bonds Over the Past 2 Years Largest US Companies by...
Episode 60: Tech Stocks, Company Name Game, Crash Confidence and Annuities: Consequences to Consider
25 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #59: Performance of Tech Stocks and Long Term Bonds Over the Past 2 Years Largest US Companies by...
Episode 59: Second Stimulus Bill, Consumer Recovery, Sadness and Euphoria in the Stock Market, Gig Economy
19 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #59: No agreement yet on the second stimulus bill Small Caps Turning Around? Is the US Consumer ...
Episode 59: Second Stimulus Bill, Consumer Recovery, Sadness and Euphoria in the Stock Market, Gig Economy
19 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #59: No agreement yet on the second stimulus bill Small Caps Turning Around? Is the US Consumer ...
Episode 58: Consumer Credit Update, Market Returns under both political parties, Losing Fortunes
12 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #58: $400 extra weekly unemployment benefits Consumer Credit Update Market Returns Unde...
Episode 58: Consumer Credit Update, Market Returns under both political parties, Losing Fortunes
12 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #58: $400 extra weekly unemployment benefits Consumer Credit Update Market Returns Unde...
Episode 57: GDP Update, Time in the market, Values Based Budgeting
05 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #57: US National Debt to GDP GDP Update Time in the market Record Low Mortgage Rates ...
Episode 57: GDP Update, Time in the market, Values Based Budgeting
05 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #57: US National Debt to GDP GDP Update Time in the market Record Low Mortgage Rates ...
Episode 56: China Tiff, Housing Market Strength, Income, Misconceptions about Risk
29 Jul 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #56: US & China Tiff Corporate Insiders: Buying, Selling or Neutral? Update on the ...
Episode 56: China Tiff, Housing Market Strength, Income, Misconceptions about Risk
29 Jul 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #56: US & China Tiff Corporate Insiders: Buying, Selling or Neutral? Update on the ...
Episode 55: No wealth without health, timing the market, .com comparisons, concentrated stock positions
23 Jul 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #55: Congress finalizing another stimulus bill Biden Tax Proposal Without health, ...
Episode 55: No wealth without health, timing the market, .com comparisons, concentrated stock positions
23 Jul 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #55: Congress finalizing another stimulus bill Biden Tax Proposal Without health, ...
Episode 54: Strong Q2, Returns & Volatility, Stock Market Is Not the Economy, Buybacks, College Costs
16 Jul 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #54: Q2 Index Performance The ability to withstand drawdowns The stock market is not ...
Episode 54: Strong Q2, Returns & Volatility, Stock Market Is Not the Economy, Buybacks, College Costs
16 Jul 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #54: Q2 Index Performance The ability to withstand drawdowns The stock market is not ...
Episode 53: Expected Stimulus, Small Caps, Big Tech, More Relief for RMD's in 2020
02 Jul 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #53: Is the Fed’s response expected going forward? Small Cap Stocks & The Eco...
Episode 52: COVID Cases Rise, Printing Money, Low Interest Rates
26 Jun 2020
Contributed by Lukas
Mark & Matt discuss the following on Episode #52 COVID-19 Case Count on the rise Update on China Trade Deal Mortgage Rate Updat...
Episode 51: Largest sell off since March, Update on housing, Officially in a recession, Buying stocks, Unpaid debts after death
18 Jun 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #51: Markets experience largest weekly decline since March Number of Adults living ...
Episode 50: Stocks rally on, The "What If" Game, Consumer Credit Update, Automating your Investments
11 Jun 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #50: Stocks rally on May Job additions and lower than expected unemployment Playing the ...
Episode 49: Market Breadth, Personal Savings Rate, Tax Filing Deadline Reminder, Basics of ETFs
07 Jun 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #49: Stocks continue to rebound Market Breadth: Are we starting to see more industr...
Episode 48: Growth vs Value, Why Failed Predictions Don't Matter, Long Term Positive Expectations in the Markets
28 May 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #48: Renewed Tension Between The US & China More Growth vs Value Data & Diversi...
Episode 47: Getting Back to Normal, HEROES Stimulus Bill, Real Estate, Risk of Stocks vs Bonds
21 May 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #47: Grocery Store Prices Rise Are we already getting back to normal? HEROES Proposed S...
Episode 46: Huge Unemployment Numbers, What the Fed is doing about it & Social Security: Will it remain?
13 May 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #46: Re-Opening ramps up Unemployment Data Pent Up Demand for Consumption Social Secur...
Episode 45: Are we over complicating why the market hasn't fallen further?
06 May 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #45: Climbing the wall of worry The disconnect between the stock market and the economy...
Episode 44: Re-Opening, Oil, Money Supply, Roth Conversions
30 Apr 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #44: States begin opening up in phases What is going on with oil? The money supply...
Episode 43: US Financial System, Stocks vs The Economy, Retirement Planning in 2020
16 Apr 2020
Contributed by Lukas
Mark & Matt discuss COVID-19 updates, the relationship between Private Equity and Public Pension Plans, stocks anticipating economic recoverie...
Episode 42: Markets rebound off the lows, Sources of emergency cash, Reviewing relief from the CARES Act.
09 Apr 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #42: Second economic stimulus bill on the way Tracking COVID-19 and how to re-open ...
Episode 41: Markets Rebound, 4 questions investors have & Revisiting your IRA Beneficiaries
01 Apr 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #41: Markets Rebound off of the lows What are the markets watching right now? 4 Questions that i...
Episode 40: The Coronavirus Aid, Relief, and Economic Stimulus Act of 2020 (CARES Act)
31 Mar 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #40: This week, Mark and Matt dig into The Coronavirus Aid, Relief, and Economic Stimulus Act of 2...
Episode 39: Bespoke Investment Founder Paul Hickey Joins Mark & Matt
26 Mar 2020
Contributed by Lukas
Joining us this week is Paul Hickey. Paul is the founder of Bespoke Investment Group and head portfolio manager for Bespoke’s Wealth Management se...
Episode 38: Lower Interest Rates, Gov't Stimulus, Price Dislocations, The price we pay, Time to Re-Fi?
19 Mar 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #38: Fed cuts interest rates in emergency fashion (again) Potential Stimulus Plans fr...
Episode 37: Brad McMillan (CIO of Commonwealth Financial Network) joins Mark & Matt this week to talk markets
12 Mar 2020
Contributed by Lukas
Joining Mark and Matt this week is Brad McMillan. Brad is the Chief Investment Officer and Managing Principal of Commonwealth Financial Network. Brad ...
Episode 36: Volatility Remains, Making Decisions Under Stress, Risk in the Stock Market, Dollar Cost Averaging VS Lump Sum Investing
04 Mar 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #36: State of the Markets after volatile week of trading Making decisions under stres...
Episode 35: Volatile Week for Stocks, Choosing Retirement Accounts, Fear Mongering in the Media, Earnings Growth, Emergency Savings Accounts
28 Feb 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #35: Volatility returns to the stock market Does anyone truly know the reason for ris...
Episode 34: The SECURE Act with Ashby Daniels
20 Feb 2020
Contributed by Lukas
Joining Mark this week is Ashby Daniels. Ashby is a financial advisor in the Pittsburgh area with Shorebridge Wealth Management. He also has his own b...
Episode 33: FAFSA & Financial Aid with Lindsey Griffin
13 Feb 2020
Contributed by Lukas
Mark and Matt have their first guest on the podcast: Lindsey Griffin, who works in the Financial Aid & Admission Office at The University of Da...
Episode 32: Caronavirus dominating headlines, interesting chart on financial predictions, Good Debt & Bad Debt
04 Feb 2020
Contributed by Lukas
Mark & Matt discuss the following on Episode 32: Caronavirus Update National Financial Conditions Index The problem with listenin...
Episode 31: Caronavirus & Past Epidemics, What is wealth? & the skinny on credit scores
28 Jan 2020
Contributed by Lukas
Mark & Matt discuss the following on Episode 31: More on the Caronavirus Past Epidemics: How have the global markets been impacted? Wh...