The Independent Advisors

Show Notes: 1. "The Best Story Wins" by Morgan Housel. [[link]] 2. “The Investment Strategy that Makes Your Life Easier” by Ben Carlson. https://awealthofcommonsense.com/2021/02/the-investment-strategy-that-makes-your-life-easier/ 3."Unfortunate Investing Traits" by Morgan Housel. https://www.collaborativefund.com/blog/traits/ 4. Tweet from Teddy Vallee (founder & CIO of Pervalle Global) https...

Mark & Matt Discuss the Following on Episode #84: Pull backs, corrections & sell offs are normal in a bull market   Patience is key when investing   Saving 50% of every pay raise and the effect that has   Possibility of cancelling a portion of student loans   Required Minimum Distributions are back in 2021 Show Notes https://twitter.com/SeattleSun3/status/1358398453756219392/photo/1 https:...

Mark & Matt Discuss the Following on Episode #83: Our take on the short squeeze saga Update on insider transactions New lows for U.S. Junk Bond Yields Show Note Links: https://twitter.com/dowdedward/status/1355585165104300033?s=11 https://twitter.com/tkptrader/status/1355905733875937286?s=11 https://twitter.com/serlindsipity/status/1356050872099241986/photo/1 https://twitter.com/christine_benz...

Mark & Aaron Discuss the Following on Episode #82: Is taxing unrealized gains on the table? How stocks have done under each president, since 1897 How long does it take to make $1 Million investing in the S&P 500?  Are markets in a bubble? Compound Interest Building Wealth – A different take Links to tweets and articles mentioned in this episode- pic.twitter.com/jKqvHhYv1z https://twitter.c...

Mark & Matt Discuss the Following on Episode #81: Strong start to the year for stocks – historically bullish for the rest of the year Looking for a sell off in stocks? One may already have happened the past few months. Media noise can be detrimental to your portfolio. Don’t let it dictate investment decisions! Revisiting the US Debt Conversation 20 Important Personal Finance Topics Twitter Acc...

Matt & Mark interview Callum Thomas- founder and managing shareholder of Topdown Charts. Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

  Mark & Matt Discuss the Following on Episode #79: Stocks finish 2020 on a positive note Shopping for homes, from home Markets & Investing – 2020 What percent of the time is the S&P 500 Index positive? A risk to your financial plan you may not be aware of Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

Matt and Mark Discuss the Following on Episode 78: COVID 19- Stimulus Bill 2.0 Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #77:   Federal Reserve Committed to Current Programs Burrito Maker Outperforming COVID Vaccine Developer Financing a House or Buying it Outright? Fear & Greed with Mainstream Media Saving for a Large Purchase www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

Mark & Matt Discuss the Following on Episode #76: GDP in 2021 Effects of Central Bank Actions CITI Bold Call on Markets Who would have thought we would be at all-time highs by now back in March? +10% return for stocks in November- bullish or bearish going forward? Inflation and its impact on your financial plan www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthe...

Mark & Matt are joined by Adam Collins from Movement Capital on Episode #75: The 60% Stock and 40% Bond Investment Portfolio All time low bond yields The always changing investment landscape Keeping your financial life simple www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

  Matt & Aaron Discuss the Following on Episode #74: Dow 30K Markets Break Out to All Time Highs Investor Sentiment Survey 3 Stages of Growth for Investors US Railroad Traffic Beneficiary Considerations: Per Stripes or Per Capita? www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

Matt & Aaron Discuss the Following on Episode #73: Largest weekly inflows into stocks going back 20 years Update on corporate insiders…are they buying or selling right now? What are Chinese shipping rates telling us about the economic recovery? US Manufacturing data update from the Philadelphia Federal Reserve Bank Financial Planning topic of the week: When it makes sense to file your taxes ma...

  Mark & Matt Discuss the Following on Episode #72: New Proposed Retirement Bill: Securing a Strong Retirement Act of 2020 Almost 50% of S&P 500 Stocks Trading at 6-Month Highs Podcast Guest, Jeff Hoagland, from the Dayton Development Coalition, Discusses the State of the Economy in Dayton, OH. www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

  Mark & Matt Discuss the Following on Episode #71: Looking More and More like Gridlock The US Crash Confidence Index What Can Investors Control? New Highs for US Markets ISM Manufacturing Index Update Retirement Statistics for 2020 www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

  Mark & Matt Discuss the Following on Episode #70: Market Sell Off’s are Normal Economic Recovery – Where Do We Stand? Stock Market “Predictors” are Back in Full Force with People Who Have Been Bearish for a Decade Tips for Year-End Financials www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

  Mark & Matt Discuss the Following on Episode #69: New American Entrepreneurship is Booming Long Term Mindset for Long Term Returns The Federal Reserve Weighing a Digital Currency Hedge Funds Continue to Struggle with Performance Lifestyle Creep www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

  Mark & Matt Discuss the Following on Episode #68: Q3 2020 Earnings Season Kicks Off Predicting is HARD Cash Instruments Earning Virtually Nothing with Low Interest Rates Strong Start for the Market in Q4 2020 Common Estate Planning Mistakes www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

  Mark & Matt Discuss the Following on Episode #67: Fiscal Stimulus Update Latest Global Growth Figures How Stocks Perform During a 4-year Presidential Cycle Fine Tuning Your Medicare Coverage During Annual Election Period www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

  Mark & Matt Discuss the Following on Episode #66: • Consumer Confidence Stronger than Expected• Companies Hoarding Cash• Open Enrollment Checklist www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

  Mark & Matt Discuss the Following on Episode #65: Update on Insider Buying & Selling Heading into a Seasonally Strong Q4 Current Congressional Budget Office Projections Don’t Let Politics get in the Way of Your Investing Plan www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

Mark & Matt Discuss the Following on Episode #64: Stocks Continue Their Rocky September Investing is All About Behavior and Psychology Stock Returns Since Pandemic Label from WHO Investor Sentiment Survey Common Social Security Mistakes that Retirees Make www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

  Mark & Matt Discuss the Following on Episode #63: Ecommerce Penetration The Largest Stocks in the S&P 500 by Market Cap What is a SPAC (Special Purpose Acquisition Company)? Money Printing & Inflation Focus on the Long Term, When it Comes to Investing www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup  

Mark & Matt Discuss the Following on Episode #62: Stocks sell off – largest decline since June The risk free rate of return A closer look at the S&P 500 5 Phases of our Financial Lives www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup

Mark & Matt Discuss the Following on Episode #61: • Stock Market Marches Higher in August • Accredited Investor Update • 12 Cheapest Cities for a Comfortable Retirement – ThinkAdvisor • Is There Such Thing as a Permanent Portfolio? • S&P 500 Sector Performance Year-To-Date • IRA Mistakes that Retirees Make www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthew...