The Independent Advisors Mark McEvily

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 on emotional responses to daily news. Addressing investing uncertainties, Callie advised separating emotions from portfolio decisions and analyzing real-time trends alongside government metrics like PCE reports for a comprehensive view of inflation dynamics. She recommended following her insights on Twitter (@Calliabost) for ongoing updates and invaluable perspectives on financial markets.

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://www.cnbc.com/2023/11/14/these-behavioral-traits-lead-to-greater-retirement-savings-study-finds.html?aoh=17000535397468&csi=0&referrer=https%3A%2F%2Fwww.google.com&ampshare=https%3A%2F%2Fwww.cnbc.com%2F2023%2F11%2F14%2Fthese-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://www.facebook.com/jessupwealthmanagement?comment_id=Y29tbWVudDo5MzI5MDAxMDU1MDI5MDRfNzk3MzI2MjEyMjgzNDcw&__cft__%5B0%5D=AZUUvgi1gYPIfqNDWLe7XvvqqvJAxuuFxx1QM3gI6z1OvqtnJjY4_lO9N4uowkGJmkcTGsU-CQ2d-RufECPONa0VTViZAJ6D7jlMyrLzF5VTfhpIzCGg-0L6TDwG0Zkbht4OCPPw_om5q0JJzw7IAp-QEx0urf8gGnOl0iEKKl6ko4LMkr43Of9McbU2Ulv3wFg&__tn__=R%5D-R)https://twitter.com/Todd_Sohn/status/1772607791217135725 (https://twitter.com/Todd_Sohn/status/1772607791217135725?fbclid=IwAR2xA3-_KmblJrSdWAoQwN7pCNRv8Np1-edpr7q9ANXX6DK-IhCsQMVa62M_aem_ATk8yOehyq7KyL4ZMsAx412QObm9TZ4eDes8lZ2-m1WFIpNYdedO4x9W-OiIQ0Oy1z7LE3fKCV7e54ucp8Id_S8w)?https://www.carsongroup.com/.../why-a-strong-start-to.../ (https://www.carsongroup.com/insights/blog/why-a-strong-start-to-2024-is-bullish-for-the-rest-of-the-year/?fbclid=IwAR1DzAILFY3xhZY5iLg7yNuoz5DCazf_Cnxf6621BT7P0OveZdsvDoTX1KI_aem_ATnOmi3XA7zxoq99lUsRASay5WGZUnchtUcQqDmnu3w90mV_4K7-bnEvnifzD9sJCPffhvJEnXCbRpj2V2ebvEkw)?https://twitter.com/jasongoepfert/status/1772252026165977279 (https://twitter.com/jasongoepfert/status/1772252026165977279?fbclid=IwAR0PyEFsubsvPNcP9DwhRaSUSVbyA4JK8PyhrqVA507_1ImKGxZn4i3jmAY_aem_ATkLLtE3yV0cOJIJoa5Mh7F0OZFC2Ed-h8zYTxcleFCWLzeHZmW_45tnEA63II-4yUCXOG9EKq3rGgEUGLNAtvZ3)?https://www.wsj.com/.../realtors-settlement-change-buy... (https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23?fbclid=IwAR2nuOIg80AMmR-oTa2hZFpXIkUNI7q789mXHnz0LdcZlHqbCLrT_iT5Ni8_aem_ATmyZVw9bWG0DM0E0Y61J2PPT4bULbglH8CIKWkfg7uIX2BeS0ox_qB0oPoMlXIbsWUtsEXUkP1eugyZuIaLcJjR)

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-decadeBlog 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-Patrick Barnert and Michael Msika - https://www.bloomberg.com/news/articles/2024-03-27/pension-funds-seen-selling-32-billion-of-stock-into-quarter-end?Article from Bloomberg, Housing-Bond Sales Hit 10-Year High as Mortgage Rates Stay Lofty -https://www.bloomberg.com/news/articles/2024-03-27/housing-bond-sales-hit-10-year-high-as-mortgage-rates-stay-lofty?