The Independent Advisors

Show Notes • Barchart - Potential Federal Reserve rate cut sometime in 2nd half of 2024 • Global Markets Investor - Recession in the future? • Ben Carlson - Total Returns in the past 5 years • Bespoke - Markets pricing a ZERO percent chance of NO rate cut by September

Tweet from Ryan Detrick on 6.28.24 - https://x.com/RyanDetrick/status/1806751672347095443? Article by Emily Flitter at the NYT with commentary from Kitces.com titled “Why is car insurance so expensive?” - https://www.nytimes.com/2024/05/15/business/car-insurance-cost-inflation.html Blog post from Adam Turnquist at LPL on 6.27.24 - https://www.lpl.com/research/blog/sneak-peek-into-second-half-seaso...

Show Notes: Tweet from Ryan Detrick - https://x.com/RyanDetrick/status/1798762012933231097? Blog post by Ben Carlson titled “Roger Federer vs. The Stock Market”- https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/ FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes: Article from Carl Swenlin on Stockcharts.com titled “Deja Dot.com Disaster?” on 6.20.24 - https://stockcharts.com/articles/decisionpoint/2024/06/deja-dotcom-disaster-405.html? Chart from Adam Turnquist with LPL on 6.24.24 regarding seasonality of the volatility index - https://www.lpl.com/research/blog/how-low-can-volatility-go.html? Graphic from a blog post from Ben Carlson on his blo...

Show Notes: Tweet from David Cox, CMT, CFA on 6.14.24 - https://x.com/DavidCoxRJ/status/1801606503608013123? Article from Allan Roth on Advisor Perspectives titled “Why Stock Buybacks Are Great For Investors” on 5/23/24 - https://www.advisorperspectives.com/articles/2024/05/23/why-stock-buybacks-great-for-clients-allan-roth  Tweet from Trend Spider on 6/5/24 - https://x.com/TrendSpider/status/179...

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Show Notes: Bloomberg article – Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Party https://www.bloomberg.com/news/articles/2024-06-05/goldman-sees-wall-of-money-fueling-stock-market-s-summer-party?srnd=homepage-americas&sref=KaV2wJ0v Charlie Bilello post from 6/5/24 https://x.com/charliebilello/status/1798184430126944732 Tweet from Hedgeeye on inflation https://x.com/Hedgeye/stat...

Show Notes: https://x.com/morganhousel/status/1793613842792247688? https://x.com/RyanDetrick/status/1792587665507852436? https://x.com/SJD10304/status/1791573839622861226? FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

The Resilience of the U.S. Economy https://twitter.com/charliebilello/status/1793389802835865887 The Last of the Bears among Wall Street Strategist https://www.bloomberg.com/news/articles/2024-05-20/morgan-stanley-s-wilson-capitulates-on-bearish-view-of-us-stocks?sref=KaV2wJ0v https://www.bloomberg.com/news/articles/2024-05-20/jpmorgan-s-kolanovic-is-last-prominent-bear-as-mike-wilson-folds?sref=K...

Show Notes: https://www.carsongroup.com/.../six-reasons-this-bull.../ ? https://awealthofcommonsense.com/.../the-new-normal-in.../ https://twitter.com/TrendSpider/status/1783236887722999995 ? FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

Show Notes: https://twitter.com/charliebil.../status/1785442300186763671 ? https://www.wsj.com/.../housing-affordability-taxes... https://www.wsj.com/.../iphone-stolen-device-protection... https://twitter.com/lisaabramo.../status/1787605462759739600 https://twitter.com/BruceZaro/status/1788299562266108300 https://twitter.com/KevRGordon/status/1788243372278505794

Show Notes: The Independent Advisors podcast welcomed market strategist Callie Cox to discuss year-to-date market performance and her background in finance journalism. Callie emphasized storytelling through data analysis and key themes investors should monitor: income, assets, debt, and considering inflation's impact beyond headline numbers. Callie covered sentiment analysis and economic indicator...

Show Notes: • Blog post from Ryan Detrick “Volatility is the Toll We Pay to Invest” • Article by Melanie Waddell of Think Advisor “T+1 starts in May. Are you ready?" • Tweet from Matthew Miskin, Co-Chief Investment Strategist at JH Investments • Article from Bloomberg on Diverging Opinions on another Pullback

Show Notes: https://twitter.com/AndrewThrasher/status/1778057693908910553? https://www.cnbc.com/2023/11/14/these-behavioral-traits-lead-to-greater-retirement-savings-study-finds.html? https://parentdata.org/theres-no-secret-option-c/

Show Notes: https://twitter.com/charliebilello/status/1776007989863817612? https://twitter.com/TimmerFidelity/status/1775158918307512762? https://www.thinkadvisor.com/2024/03/13/a-third-of-americans-are-not-happier-in-retirement-study/

Show Notes: Jessup Wealth Management https://twitter.com/Todd_Sohn/status/1772607791217135725 ? https://www.carsongroup.com/.../why-a-strong-start-to.../ ? https://twitter.com/jasongoepfert/status/1772252026165977279 ? https://www.wsj.com/.../realtors-settlement-change-buy...

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-this-election-year/? Blog by Darius Foroux “25 investing mistakes I made that you can easily avoid” - https://dariusforoux.com/investing-mistakes/? Article by Allison Schrager - Why 401k’s may be going away? - https://www.wealthmanagement.com/retirement-...

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 2025 budget proposal if reelected - https://lnkd.in/gdHf7REX

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-the-election.html? Tweet from Unusual Whales - https://twitter.com/unusual_whales/status/1765369742661910893? Research from Charlie Bilello - https://twitter.com/charliebilello/status/1767926346246689079 Tweet from Michael Kantro, Chief Investment Strate...

Show Notes: Tweet from Wayne Whaley - https://twitter.com/WayneWhaley1136/status/1761184949909004367? Blog from Michael Batnick titled “Nothing is More Bullish than All-Time Highs” - https://theirrelevantinvestor.com/2024/02/03/nothing-is-more-bullish-than-all-time-highs/

Show Notes Blog post from Ben Carlson titled “How often do bear markets occur?” - https://awealthofcommonsense.com/2024/02/how-often-do-bear-markets-occur/? Tweet from Jeremy Schwartz - https://twitter.com/JeremyDSchwartz/status/1760090109209129310?

Show Notes Tweet from Equity Clock - https://twitter.com/EquityClock/status/1757949750123340130? Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1757896351038197914? Tweet from a friend of the show, Seth Golden - https://twitter.com/sethcl/status/1753905094997766266? Tweet from Matthew Miskin at John Hancock Investments - https://twitter.com/matthew_miskin/status/17580922780594341...

Show Notes: Blog Post from David Keller on http://stockcharts.com/ titled “Beware the Hindenburg Omen!” - https://stockcharts.com/articles/mindfulinvestor/2024/02/beware-the-hindenburg-omen-814.html? Blog post by Jason Zweig “What I Learned When I stopped Watching the Stock Market” - https://www.wsj.com/finance/investing/what-i-learned-when-i-stopped-watching-the-stock-market-ccf8bd86? Blog post b...

Check out this week's Show Note before episode 238 goes live! Blog post from Rocky White from Schaeffer’s Investment Research - https://www.schaeffersresearch.com/content/analysis/2024/01/31/january-barometer-bulls-should-buckle-up-for-2024? Article by Christine Benz, “What’s Changing for Retirement in 2024? - https://www.morningstar.com/retirement/whats-changing-retirement-2024

Show Notes: Tweet from Bespoke - https://twitter.com/bespokeinvest/status/1750521267076137316? Tweets from Ryan Detrick - https://twitter.com/ryandetrick/status/1741200976495718747? https://twitter.com/ryandetrick/status/1744189996079227296? Financial Planning Topic of the Week - https://www.plancorp.com/blog/401k-maxed-out-next-steps