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The Independent Advisors Podcast Episode 362: A Lesson in Leverage

Jessup Wealth Management Inc.

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The Independent Advisors Podcast Episode 362: A Lesson in Leverage

49 просмотров · 1 месяц назад
Jessup Wealth Management Inc.
324 подписчика
49 просмотров · 1 месяц назад
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?ex... JSPW24&VENDORID= JESSUPWM&om_ext_cid=ext_partner JSPW24_Productpage $) Episode #362 Topics ·       Market performance & macro updates — 01:40 ·       Financial planning & client engagement — 02:10 ·       Leverage risks & hedge fund blowup — 03:16 ·       Market outlook & risk perspective — 09:34 ·       IPO market volatility & SpaceX update — 11:03 ·       Credit spreads as sentiment gauge — 15:39 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.co...