The Independent Advisors Podcast Episode 334 скачать в хорошем качестве

The Independent Advisors Podcast Episode 334

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 (https://www.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 (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?ex... JSPW24&VENDORID= JESSUPWM&om_ext_cid=ext_partner JSPW24_Productpage $) January Market Performance & Early-Year Signals — S&P 500 +1.2%, Russell 2000 leading; strong January historically signals positive full-year returns (01:17) Investor Sentiment Turning Positive — AAII bulls outnumber bears for six straight weeks; sentiment historically precedes strong forward returns (19:13) Contrarian Signals & Cash on the Sidelines — High cash levels and pessimistic sentiment may fuel future market inflows (14:35) Consumer Spending Strength — Record online holiday sales, mobile shopping dominance, BNPL growth, and AI-driven retail traffic (23:42) High-Income Consumer Impact — Delta profit growth driven by premium travel; wealthy households now drive ~50% of U.S. spending (26:45) Midterm-Year Volatility Expectations — Intra-year drawdowns are normal and often end with positive returns (28:17) 2026 Market Risk Outlook — Deutsche Bank survey highlights top investor fears; major sell-offs rarely come from expected risks (11:43) Retirement Tax Strategy (Roth vs. Pre-Tax) — Optimal contribution strategies depend on existing balances and future tax planning (33:14) Tax Diversification in Retirement — Using multiple tax buckets increases flexibility as laws and income needs change (36:19) Earnings Season & Political Risks Ahead — Bank and tech earnings, possible government shutdown, and Fed policy in focus (38:45–39:03) Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.co...