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The Independent Advisors Podcast Episode 293: The Stock Market is the Scoreboard for Success

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Manage episode 473785852 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://ppacc.player.fm/legal.

Show Notes:

Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714?

Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/

BofA Fund Managers Survey, Rotation out of Stocks?

X Post from D’Elia Capital on 3/19

https://x.com/deliacapital/status/1902354170247573609

Breakdown of US Households

Bloomberg Article on 3/26, Half of American Households Hold 97.5% of the National Wealth

https://www.bloomberg.com/news/articles/2025-03-26/half-of-american-households-hold-97-5-of-the-national-wealth?

Article from Christine Benz at Morningstar on 3.16.25 titled “Should You Pay Off Your Mortgage Early or Invest?” - https://www.morningstar.com/personal-finance/pay-down-mortgage-or-invest-2024-edition

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 473785852 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://ppacc.player.fm/legal.

Show Notes:

Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714?

Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/

BofA Fund Managers Survey, Rotation out of Stocks?

X Post from D’Elia Capital on 3/19

https://x.com/deliacapital/status/1902354170247573609

Breakdown of US Households

Bloomberg Article on 3/26, Half of American Households Hold 97.5% of the National Wealth

https://www.bloomberg.com/news/articles/2025-03-26/half-of-american-households-hold-97-5-of-the-national-wealth?

Article from Christine Benz at Morningstar on 3.16.25 titled “Should You Pay Off Your Mortgage Early or Invest?” - https://www.morningstar.com/personal-finance/pay-down-mortgage-or-invest-2024-edition

  continue reading

300 episodes

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