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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· Market Pullback & Outlook (2:41)

· Earnings Season Expectations (6:56)

· SpaceX IPO & IPO Market Trends (7:28)

· Fear, Volatility & Investor Behavior (8:25)

· Technology Sector Momentum & Earnings Growth (11:16)

· Historical IPO Activity & Market Context (17:04)

· IPO Investing Considerations (20:02)

· Tech Valuations vs. the Dot-Com Bubble (21:40)

· Long-Term Perspective on Technology Investing (24:50)

· Nine-Week Market Winning Streak Analysis (25:10)

· Inheritance Spending & Wealth Transfer Risks (26:40)

· Estate Planning & Preserving Family Wealth (29:50)

· Market Sentiment & June Outlook (31:00)

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

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