Τα καλύτερα Independent Advisors podcast (2024)

Show Notes: 2024 vs 2025 Tax Brackets: Married Filing Jointly https://www.nerdwallet.com/article/taxes/federal-income-tax-bracketsΑπό τον Mark McEvily

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The Independent Advisors Podcast Episode 274: U.S. Stocks and Economy Reigns

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15d ago

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Show Notes: https://x.com/SJD10304/status/1846302979147944358? https://www.carsongroup.com/insights/blog/why-there-could-be-years-left-to-this-bull-market/? https://www.bloomberg.com/news/articles/2024-10-21/s-p-500-s-decade-of-big-gains-is-over-goldman-strategists-say? https://www.bloomberg.com/news/articles/2024-10-21/carson-block-says-close-your…

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The Independent Advisors Podcast Episode 273: All Things Medicare & Updates Coming in 2025 43:22

22d ago43:22

43:22

This week, we welcomed a special guest, Chad Hooper. Chad is the owner and founder of Medicare4U LLC.Από τον Mark McEvily

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The Independent Advisors Podcast Episode 272: The Internal Battle Is Your Portfolio's Greatest Enemy 34:23

29d ago34:23

34:23

Show Notes: https://www.carsongroup.com/insights/blog/six-things-to-know-about-rate-cuts/? https://www.newsweek.com/florida-biggest-insurer-increase-rates-1935388 https://www.visualcapitalist.com/the-most-reliable-car-brands-according-to-consumer-reports/? https://www.kitces.com/blog/social-security-sustainability-trust-fund-benefits-taxes-legislat…

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The Independent Advisors Podcast Episode 271: There's No Playbook for Markets 35:33

1M ago35:33

35:33

Tweet from Compounding Quality on 8.28.24 - https://x.com/qcompounding/status/1828734560659497205?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Seth Golden on 8.18.24 - https://x.com/sethcl/status/1825185437452828877?s=12&t=Godkt5FzuqWcmpmvo2G5JgΑπό τον Mark McEvily

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The Independent Advisors Podcast Episode 270: The Monster Under the Bed Isn't Real.... with Ryan Detrick, CMT 34:49

2M ago34:49

34:49

Show Notes: Outlook for stocks after Fed rate cut: historically positive Possibility of election year seasonal weakness No recession expected; mid-cycle slowdown predicted Consumer balance sheets in good shape Bonds expected to rally with anticipated Fed rate cuts Productivity surge in the U.S. economy- expected to support continued economic growth…

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The Independent Advisors Podcast Episode 269: Weakness as Expected for September 41:30

2M ago41:30

41:30

#269 Topics:Από τον Mark McEvily

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The Independent Advisors Podcast Episode 268: Be Mindful 55:43

2M ago55:43

55:43

Show Notes:Από τον Mark McEvily

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The Independent Advisors Podcast Episode 267: Don't Be Surprised, But Don't Try To Time The Market Either. 33:22

2M ago33:22

33:22

Show Notes: X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwab https://x.com/KevRGordon/status/1828042176057811051 X Post from Liz Young, Head of Investment Strategy at SoFi https://x.com/LizThomasStrat/status/1828098863108128812 Research from 8/17/24 https://x.com/FactSet/status/1824935004943556922 https://x.com/FactSet/status/…

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The Independent Advisors Podcast Episode 266: The Goldilocks Outcome 35:50

3M ago35:50

35:50

Show Notes: Twitter: @MikeZaccardi LinkedIn: @Mike Z.Από τον Mark McEvily

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The Independent Advisors Podcast Episode 265: Selling Your Winners Too Soon 34:09

3M ago34:09

34:09

Show Notes: Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly? Tweet from Brian G on Twitter - https://x.com/alphacharts/status/1821261266939510918? US Wage Growth X post from Charlie Bilello on 8/14 https://x.com/charliebilello/status/1823710733168996606 C-Suites me…

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The Independent Advisors Podcast Episode 264: The Elephant in the Room 40:59

3M ago40:59

40:59

Show Notes: Tweet from Ryan Detrick on 8.2.24 - https://x.com/RyanDetrick/status/1819476646589878465?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Friday%2C+August+2%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email Tweet from Ryan Detrick on 8.6.24 - https://x.com/ryandetrick/status/1820678336277856286?s=12&t=Godkt5FzuqWcmpmvo2G5Jg T…

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The Independent Advisors Podcast Episode 263: The Psyche of the American Investor 35:50

3M ago35:50

35:50

Show Notes: https://www.ssa.gov/news/press/releases/2024/#7-2024-1 https://www.optimisticallie.com/p/rate-cuts-are-coming? https://x.com/granthawkridge/status/1813374265686999061? Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealthΑπό τον Mark McEvily

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The Independent Advisors Podcast Episode 262: Tug of War - Feat. Rotation 44:00

4M ago44:00

44:00

Show Notes: X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/? Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23 https://x.com/MichaelKantro/sta…

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The Independent Advisors Podcast Episode 261: History is a Guide Not a Map 30:53

4M ago30:53

30:53

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 SeptemberΑπό τον Mark McEvily

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The Independent Advisors Podcast Episode 260: The Bold and The Oblivious 31:31

4M ago31:31

31:31

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.c…

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The Independent Advisors Podcast Episode 259: Narrow Leadership 44:56

4M ago44:56

44:56

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…

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The Independent Advisors Podcast Episode 258: Diamond Hands 34:16

4M ago34:16

34:16

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? Gr…

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The Independent Advisors Podcast Episode 257: The Market Has Bad "Breadth' 41:25

5M ago41:25

41:25

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 …

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The Independent Advisors Podcast Episode 256: Portfolio Summits: A Panel of Experts 38:52

5M ago38:52

38:52

For more on Portfolio Summits Visit: https://www.linkedin.com/company/portfolio-summits/Από τον Mark McEvily

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The Independent Advisors Podcast Episode 255: Optimism, Euphoria, and Potential of AI 43:28

5M ago43:28

43:28

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 He…

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The Independent Advisors Podcast Episode 254: Steady In Weathering Storms 28:34

5M ago28:34

28:34

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=Zh4pTubf3yΑπό τον Mark McEvily

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The Independent Advisors Podcast Episode 253: Buying At All-Time Highs 51:22

6M ago51:22

51:22

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-…

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The Independent Advisors Podcast Episode 252: Get Comfortable with Things Not Always Making Sense. 36:48

6M ago36:48

36:48

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=Zh4pTubf3yΑπό τον Mark McEvily

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The Independent Advisors Podcast Episode 251: Sizing Up Opportunity and Risk 40:18

6M ago40:18

40:18

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/178824…

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The Independent Advisors Podcast Episode 250: Finding The Story Behind The Numbers with Special Guest, Callie Cox! 41:21

6M ago41:21

41:21

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…

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The Independent Advisors Podcast Episode 249: Pain in the gains. 48:27

7M ago48:27

48:27

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…

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The Independent Advisors Podcast Episode 248: April Showers Bring... 34:54

7M ago34:54

34:54

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/Από τον Mark McEvily

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The Independent Advisors Podcast Episode 247: Health and Happiness After Retirement 31:08

7M ago31:08

31:08

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/Από τον Mark McEvily

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The Independent Advisors Podcast Episode 246: How To Anticipate A Correction: DON"T. 32:40

7M ago32:40

32:40

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...Από τον Mark McEvily

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The Independent Advisors Podcast Episode 245: Mistake You Don't Have to Make 45:42

8M ago45:42

45:42

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 aw…

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The Independent Advisors Podcast Episode 244: Spoiled By Silence 39:13

8M ago39:13

39:13

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/gdHf7REXΑπό τον Mark McEvily

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The Independent Advisors Podcast Episode 243: Got To Keep Up 34:45

8M ago34:45

34:45

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 …

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The Independent Advisors Podcast Episode 242: Data Trumps Feelings 25:49

8M ago25:49

25:49

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/Από τον Mark McEvily

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The Independent Advisors Podcast Episode 241: A Slow Clap For A Slow Pace 41:25

8M ago41:25

41:25

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?Από τον Mark McEvily

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The Independent Advisors Podcast Episode 240: "The Inconvenient Truth" 35:08

9M ago35:08

35:08

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://t…

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The Independent Advisors Podcast Episode 239: Resist The Reaction 40:18

9M ago40:18

40:18

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-stopp…

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The Independent Advisors Podcast Episode 238: January 2024 vs 2024 34:02

9M ago34:02

34:02

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…

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The Independent Advisors Podcast Episode 237: Don't Be Afraid of Strength 42:03

9M ago42:03

42:03

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…

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The Independent Advisors Podcast Episode 236: The Stock Market is not, NOT, the Economy 32:55

10M ago32:55

32:55

Show Notes: Tweet from Seth Golden - https://twitter.com/sethcl/status/1745427989242806376?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Franklin Templeton - https://twitter.com/FTI_US/status/1745229093082190295 Tweet from Charlie Bilello - https://twitter.com/charliebilello/status/1749448179181814159? Checking in on Earnings Thus Far - https://twitter.…

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The Independent Advisors Podcast Episode 235: Case. in. point. 56:31

10M ago56:31

56:31

Show Notes Expectations for rates from Bespoke Investment Group - https://x.com/bespokeinvest/status/1747320771058225401?s=20 "Rent and Gen Z-ers." by Ana Teresa Solá - https://www.cnbc.com/2024/01/15/how-gen-zers-can-build-credit-before-renting-their-own-place.html "Lets be honest about Social Security." by Brenton Smith - https://www.advisorpersp…

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The Independent Advisors Podcast Episode 234: “Desensitization of Volatility“ with Special Guest, Seth Golden! 42:25

10M ago42:25

42:25

Episode #234 features Seth Golden, a hedge fund consultant and Chief Market Strategist at Finom Group. · Seth has worked for some of the largest retailers in North America, including Target and Bed Bath & Beyond. · Seth has been an independent trader and economist since 2000. · In 2012, Seth grew his basis of knowledge with careful studies and part…

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The Independent Advisors Podcast Episode 233: The Market Owes You Nothing. 50:14

10M ago50:14

50:14

Tweet from Arun Chopra - https://twitter.com/FusionptCapital/status/1740105871370432619? Blog post from Joe Wiggins: “How will equity markets perform in 2024?” - https://behaviouralinvestment.com/2023/12/12/how-will-equity-markets-perform-in-2024/? Tweet from Jeff Hirsch - https://twitter.com/almanactrader/status/1737884399398539461? How To Manage …

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The Independent Advisors Podcast Episode 232: Bring on 2024! 12:37

11M ago12:37

12:37

Show Notes: Tweet from Ryan Detrick on and snippet from the chart report newsletter - https://twitter.com/RyanDetrick/status/1737330878525723073? Blog post from JC Parets “Perfectly Normal Market Behavior” - https://allstarcharts.com/perfectly-normal-market-behavior/?Από τον Mark McEvily

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The Independent Advisors Podcast Episode 231: Reinvesting has risk too 50:22

11M ago50:22

50:22

Show Notes: Tweet from Joey Politano - https://twitter.com/JosephPolitano/status/1734570072176251320 Article by Amy Arnott, CFA “Should you T-Bill and Chill?” - https://www.morningstar.com/portfolios/should-you-t-bill-chill Research from Charlie Bilello - https://twitter.com/charliebilello/status/1735785477586723024 Tweet from Jonathan Ferro on Fed…

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The Independent Advisors Episode 230 46:02

11M ago46:02

46:02

Show Notes Blog Post from our friend Ryan Detrick - https://www.carsongroup.com/insights/blog/some-more-good-news-for-bulls/? Article by Matt Baisden titled “11 different types of retirement plans” - https://www.plancorp.com/blog/retirement-plan-types ?Από τον Mark McEvily

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The Independent Advisors Episode 229: 2023 Proving Pessimistic Predictors Wrong 30:15

11M ago30:15

30:15

Show Notes: Tweet from Seth Golden - https://twitter.com/sethcl/status/1729495518085013869?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Sam Ro – https://twitter.com/SamRo/status/1729151079793692842 Tweet from Callie Cox - https://twitter.com/callieabost/status/1729136015330414805 Blog from Ben Carlson titled “How the Market Shapes your Portfolio” - htt…

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The Independent Advisors Episode 228: Benefits of Hindsight 42:15

11M ago42:15

42:15

Show Notes: Tweet from Nancy Pelosi Stock Tracker - https://twitter.com/pelositracker_/status/1725326755194384613? NVDA Earnings Report – Tweet from Brad Freeman - https://twitter.com/StockMarketNerd/status/1727079175209812089 Morgan Housel referencing Peter Lazaroff - https://peterlazaroff.com/ep-125-why-recessions-are-so-hard-to-predict-with-morg…

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The Independent Advisors Episode 227: The Crash Caller Won't Save you 34:20

12M ago34:20

34:20

Show Notes: Blog post from Ben Carlson “The crash callers won’t save you.”- https://awealthofcommonsense.com/2023/10/the-crash-callers-wont-save-you/ Blog post from Michael Batnick “Get back to work.” - https://theirrelevantinvestor.com/2023/08/14/get-back-to-work/ Tweet from Jason Goepfert US credit downgrades - https://twitter.com/jasongoepfert/s…

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