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!

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Show Notes:

Post on X from Cullen Roche on 3.6.26 - https://x.com/cullenroche/status/2029923375582433519?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Blog Post on Business Insider detailing what happened when a Meta Director let an AI tool take over her email - https://www.businessinsider.com/meta-ai-alignment-director-openclaw-email-deletion-2026-2

Post on X from Ryan Detrick on 3.6.26 - https://x.com/ryandetrick/status/2029993317849833557?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post on X from ISABELNET on 2/2/26 with data from Carson Investment Research - https://x.com/isabelnet_sa/status/2018260327805194503?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post on X from EquityClock on 1.26.26 - https://x.com/EquityClock/status/2015971749976764603?s=20

Blog Post from Maura Mcinerney-Rowely titled “3 types of wills you should know about before you die” - https://hellomortal.substack.com/p/3-types-of-wills-you-should-know

#341 topics:

Seasonality
Geopolitical volatility
Valuation comparisons
Investor positioning
Creating an ethical will