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The Independent Advisors Podcast Episode 315: Investment fads come and go...

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Manage episode 503114402 series 3268696
Content provided by Mark McEvily. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark McEvily or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Post on X from Frank Cappelleri on 8/11 - https://x.com/FrankCappelleri/status/1954978003668078791

Post on X from Jay Kaeppel on 8.15 - https://x.com/jaykaeppel/status/1956367983506305188

Democratizing Access to Alternative Assets For 401(k) Investors

https://www.whitehouse.gov/presidential-actions/2025/08/democratizing-access-to-alternative-assets-for-401k-investors/

#315 topics:

  • Warning against chasing 'the next big thing'
  • Consumer confidence data indicating bullish implications
  • Berkshire Hathaway's cash position analysis
  • New homes cheaper than existing homes for the first time ever.
  • Donald Trump's Executive Order allowing alternative investments in 401(k) plans.

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 (https://urldefense.com/v3/__https:/lifelock.norton.com/offers?expid=LLONEYEAR&promocode=*20JSPW24&VENDORID=*20_JESSUPWM&om_ext_cid=ext_partner_*20JSPW24_Productpage__;JSUl!!FJHKqY2EgyjjgA!UmxRrej-KHNYvLy1umC7Upk_8JzAxsXzYMcZlbyigWCTvox6giG0XTCjKHvr0jPwcqB1nAkvtPSkwhSj4lD4Uv9u4rrmMwMYi78h95L8$)

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 503114402 series 3268696
Content provided by Mark McEvily. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark McEvily or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Post on X from Frank Cappelleri on 8/11 - https://x.com/FrankCappelleri/status/1954978003668078791

Post on X from Jay Kaeppel on 8.15 - https://x.com/jaykaeppel/status/1956367983506305188

Democratizing Access to Alternative Assets For 401(k) Investors

https://www.whitehouse.gov/presidential-actions/2025/08/democratizing-access-to-alternative-assets-for-401k-investors/

#315 topics:

  • Warning against chasing 'the next big thing'
  • Consumer confidence data indicating bullish implications
  • Berkshire Hathaway's cash position analysis
  • New homes cheaper than existing homes for the first time ever.
  • Donald Trump's Executive Order allowing alternative investments in 401(k) plans.

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 (https://urldefense.com/v3/__https:/lifelock.norton.com/offers?expid=LLONEYEAR&promocode=*20JSPW24&VENDORID=*20_JESSUPWM&om_ext_cid=ext_partner_*20JSPW24_Productpage__;JSUl!!FJHKqY2EgyjjgA!UmxRrej-KHNYvLy1umC7Upk_8JzAxsXzYMcZlbyigWCTvox6giG0XTCjKHvr0jPwcqB1nAkvtPSkwhSj4lD4Uv9u4rrmMwMYi78h95L8$)

  continue reading

300 episodes

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