The Independent Advisors Mark McEvily

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 7/23https://x.com/MichaelKantro/status/1815906361315566021 (https://x.com/MichaelKantro/status/1815906361315566021)Tweet from Markets & Mayhem on 7/23https://x.com/Mayhem4Markets/status/1815912732845052319 (https://x.com/Mayhem4Markets/status/1815912732845052319)

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 September

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.com/research/blog/sneak-peek-into-second-half-seasonality-for-stocks.html?Lot’s of equity consumers could tap if/when interest rates drop…https://ritholtz.com/2024/06/weekend-reads-621/FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

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

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?Graphic from a blog post from Ben Carlson on his blog “A Wealth of Common Sense” on 6.18.24 that shows the average annualized performance of companies before and after the first year they became one of the ten largest stocks in the US - https://awealthofcommonsense.com/2024/06/chasing-the-biggest-stocks/?Blog post from Jim Blankenship, CFP titled “The Problem with naming your estate the beneficiary of your IRA” on 5.6.24 - https://financialducksinarow.com/4046/the-problem-with-naming-your-estate-the-beneficiary-of-your-ira/

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 on 6/5/24 - https://x.com/TrendSpider/status/1798557929119092829