The Independent Advisors

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 . 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 just cli...

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 . 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 just cli...

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 . 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 just cli...

Get ready for a special episode as Mark McEvily takes the mic live from a recent investment conference where he led a high-powered panel discussion on the 2025 market outlook. On the Panel: Scott Martin, CIO of Kingsview Partners, and Travis Upton, CEO & Partner of The Joseph Group

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 . 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 just cli...

Episode Summary:

Show Notes

We welcome Jeremy DeBenedictis, President of Alterra, and Ross Eisenberg, President of America’s Plastic Makers at the American Chemistry Council.  We’re diving into a topic that impacts nearly every aspect of modern life — plastics. From the packaging that protects our food to the components in our vehicles, medical equipment, and technology, plastics play a vital role in the American economy and...

Show Notes: Post on X from Subu Trade on 5.13.25 - https://x.com/SubuTrade/status/1922325201313816774 Post on X from Willie Delwiche on 5.13.25 - https://x.com/WillieDelwiche/status/1922255070084694318 No Taxes On Tips, Overtime, And Social Security? Not Exactly. By: Kelly Phillips published on May 15th, 2025  https://www.forbes.com/sites/kellyphillipserb/2025/05/15/no-taxes-on-tips-overtime-and-...

GIVEAWAY!

Show Notes: Positive Earnings With a Tariff Divide Source: Charlie Bilello Research from 5/6/25 https://bilello.blog/2025/the-week-in-charts-5-6-25? Source: Bloomberg Article on 5/6 https://www.bloomberg.com/graphics/2025-china-ship-cost-in-tariffs-trade-war/? Goldman Says Bear Market Rallies Are the Norm Source: Bloomberg article on 5/6/25 https://www.bloomberg.com/news/articles/2025-05-06/goldma...

Show Notes: X post by @isabelnet_sa on April 25, 2025 https://x.com/ISABELNET_SA/status/1915689168627175907 Xpost by bespoke investments https://x.com/bespokeinvest/status/1915408647955337498 X post by Subu Trade 4/24 https://x.com/SubuTrade/status/1915444909500207391 Some Considerations for Key Labor Market Data The Big Picture, Briefing.com https://www.briefing.com/InPlayEq/Commentary/TheBigPict...

Get answers quickly: How is the American Consumer? How is the American Dollar? How are US Treasuries? How is the Housing Market?

Show Notes: Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?

Show Notes: Our first episode with JC, recorded on 3.4.2021: https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-episode-87-interview-with-guest-co-host-jc-parets/

Show Notes: https://youtu.be/FZMv4pNqAmo

Show Notes: Hard vs Soft Data Explained Source: Briefing.com Big Picture 3/28/25 https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Show Notes: Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714? Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/ BofA Fund Managers Survey, Rotation out of...

Show Notes: Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786? Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893? Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R

shownotes: Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951? Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890? Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337? Post on X from the Daily Chartbook on March 4th - https://x.com/dailychartbook/status/1...

We know fear is heightened right now. Hold tight to the data, research and what history's patterns tell us. When the stock market rattles you, lean on your advisors. #stocks #stockmarket #investing #economy #fear https://youtu.be/aSFwiDiMvVw https://www.jessupwealthmanagement.com/disclosures-page

Show Notes: For charts, please visit our YouTube Channel https://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQ

Show Notes: Bloomberg Article on 2/20 https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?cmpid=eveus&utm_medium=email&utm_source=newsletter&utm_term=250221&utm_campaign=eveus&sref=KaV2wJ0v X post from Coiled Spring Capital on 2/26 https://x.com/coiledspringcap/status/1894754608930803939  X post from The Trading Initiative on 2/25 https://...

Show Notes: Tweet from David Zarling on 2/3/25 https://x.com/AdaptivCharts/status/1886509803528446131/photo/1 Tweet from Evan SS6 on 1.30.25 - https://x.com/Evan_ss6/status/1884999500130893916 Post on X from Aurelius on 1.15.25 - https://x.com/aureliusltd28/status/1879524511957352781? Blog post from Mike Piper on 2.10.25 discussing Roth vs Tax-Deferred contributions

Show Notes: Blog Post from Ryan Detrick on 1/31/25 titled “As Goes January, So Goes the Year? The Bulls Hope So.” - https://www.carsongroup.com/insights/blog/as-goes-january-so-goes-the-year-the-bulls-hope-so-2/ Post on X from Ryan Detrick on 1.23.25 - https://x.com/RyanDetrick/status/1882540160124072082  Post on X from Seth Golden on 1.19.25 - https://x.com/sethcl/status/1880987140643057861?s=12...