Episode Details

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?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

·       Market Pullback & Outlook (2:41)

·       Earnings Season Expectations (6:56)

·       SpaceX IPO & IPO Market Trends (7:28)

·       Fear, Volatility & Investor Behavior (8:25)

·       Technology Sector Momentum & Earnings Growth (11:16)

·       Historical IPO Activity & Market Context (17:04)

·       IPO Investing Considerations (20:02)

·       Tech Valuations vs. the Dot-Com Bubble (21:40)

·       Long-Term Perspective on Technology Investing (24:50)

·       Nine-Week Market Winning Streak Analysis (25:10)

·       Inheritance Spending & Wealth Transfer Risks (26:40)

·       Estate Planning & Preserving Family Wealth (29:50)

·       Market Sentiment & June Outlook (31:00)

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.com/disclosures-page