The Independent Advisors Podcast Episode 360: The Bubble Talk Nobody Fact-Checked

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 $) Topics: Sector Rotation & Tech "Bubble" Narrative — Energy vs. Technology leadership data (12:09)  Earnings Season Strength — beat rates, guidance trends (02:51)  Volatility Seasonality & Q3 Risk — VIX trends, historical patterns (07:17)  Seasonal & Historical Market Patterns — August/September weakness, strong Q4 outlook (05:34)  Global Revenue & Currency Impact — S&P 500 foreign revenue share (14:55)  Retirement & Financial Planning Insights — advisor engagement, retirement income shifts, common regrets (16:50)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