The Independent Advisors
13 FOLLOWERS
A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable..
The Independent Advisors
4h ago
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 ..read more
The Independent Advisors
1w ago
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 indicators shaping investment strategies, cautioning against fixating on short-term predictions or market outperformance.
Long-term wealth-building strategies were favored over reactionary decisions based ..read more
The Independent Advisors
2w ago
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 ..read more
The Independent Advisors
3w ago
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 ..read more
The Independent Advisors
3w ago
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 ..read more
The Independent Advisors
1M ago
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 ..read more
The Independent Advisors
1M ago
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-planning/401ks-will-be-gone-within-decade
Blog by Ben Carlson - Are We Living in The Roaring 20s? -
https://awealthofcommonsense.com/2024/03/are-we-living-in-the-roaring-20s/
Article by Jan-Patri ..read more
The Independent Advisors
1M ago
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 ..read more
The Independent Advisors
2M ago
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 Strategist -
https://twitter.com/MichaelKantro/status/1767996650297901198
Tweet from Brian G at Alpha Charts -
https://twitter.com/alphacharts/status/1768013302716604898 ..read more
The Independent Advisors
2M ago
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 ..read more