The Independent Advisors

Show Notes: 1. Tweet by Liz Ann Sonders - https://twitter.com/LizAnnSonders/status/1491391121292935168  Facebook/LinkedIn @JessupWealthManagement Twitter/Instagram @JessupWealth

Show Notes: 1. Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1486701692531974148 2. Tweet from Beth Kindig - https://twitter.com/Beth_Kindig/status/1486664029133234179?s=20&t=mxPpbp4e9REQuPU219vWSw 3. Tweet by Michael Arouet - https://twitter.com/michaelaarouet/status/1486311111938957315?s=11 4. Tweet by Macro Charts - https://twitter.com/macrocharts/status/14866703243514634...

Show Notes: 1. Tweet from Mike Zaccardi - [[link]] 2. Article by Keith Lerner on Marketwatch - https://www.marketwatch.com/story/what-happens-when-the-s-p-500-climbs-more-than-25-in-a-year-this-chart-shows-midteen-gains-usually-follow-11640977208 3. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1476998123226640389 4. Tweet by Matthew Miskin - https://twitter.com/matthew_miskin/sta...

Show Notes: 1.Article regarding Oil Prices - https://www.wsj.com/articles/oil-prices-hit-seven-year-high-on-rising-geopolitical-tensions-11642507485?mod=markets_lead_pos4 2. Article from Bloomberg - https://www.bloomberg.com/news/articles/2022-01-18/u-s-antitrust-cops-eye-tougher-merger-rules-amid-m-a-surge?sref=KaV2wJ0v 3. Blog post by the Independent Market Observer - https://blog.commonwealth.c...

Episode #132 Topics The 10-year Treasury Yield is at its highest since February 2020. Initial Jobless Claims  Update on 2022's January Trifecta Looking Back on the S&P 500's Performance Historical Quarterly Performance  An update on the US bond market & the risks that come with it. What are the necessary tax filings after someone passes away? Show Notes: 1. Tweet from Callie Cox - https://...

1. Web page from the IRS - [[link]] 2. Post from Jeff Hirsch on Tumblr - https://jeffhirsch.tumblr.com/post/671742668325388288/santa-claus-rally-indicator-starts-today 3. The First 5 Days of January by: Seth Golden - https://twitter.com/SethCL/status/1475805309482455042 4. The Full Month January Barometer by LPL Research - https://lplresearch.com/2021/02/01/as-goes-january-so-goes-the-year/ 5. Blo...

·      Federal student loan moratorium was extended ·      Update on Consumer Spending ·      Growth vs Value Stocks ·      Interest Rates & Inflation ·      Santa Claus Rally ·      Charitable Distributions Show Notes 1. Charts from Brian G.'s blog post - https://alphacharts.substack.com/about 2. Tweet from VIX Squared - https://twitter.com/vixsquared/status/1470137881759002629 3. Blog post b...

Show Notes 1. Quotes from an article in the Atlantic - https://www.theatlantic.com/ideas/archive/2021/05/us-housing-market-records/619029/?utm_source=feed  Our Social Media: Facebook/LinkedIn: @Jessupwealthmanagement Twitter/Instagram: @JessupWealth

Today's Topics: A USA Mortgage Loan Officer, Matthew Edwards, takes us through all the ins and outs of obtaining a mortgage loan that fits each individual and walks us through the home buying process. Our Social Media: Facebook and LinkedIn @JessupWealthManagement Twitter and Instagram @Jessup Wealth

Show Notes 1. Tweet from George Maroudas - https://twitter.com/ChicagoAdvisor/status/1466507242631573507 2. Blog post written by Ben Carlson - https://awealthofcommonsense.com/2021/09/can-young-people-still-count-on-social-security/ 3. Article written by Meg on FLOW Financial Planning - https://flowfp.com/right-questions-about-investing/ 4. Tweet from “M Lebon” - https://twitter.com/longtplextrade...

1. Updates from Sam Ro - [[link]] 2. Article written by the Schwab Center - https://www.schwab.com/resource-center/insights/content/does-market-timing-work? 3. Article written by Michelle Singletary on the Washington Post - https://www.washingtonpost.com/business/2021/11/05/new-social-security-benefits-statement/ 4. Tweet from Julian Brigden - https://twitter.com/julianmi2/status/14639209862444523...

Show Notes 1. Tweet by 10K-Diver - https://twitter.com/10kdiver/status/1460934671835955203 2. Blog post written by Ben Carlson - https://awealthofcommonsense.com/2021/11/is-90-in-stocks-too-much-during-retirement/ @JessupWealth on Instagram and Twitter @JessupWealthManagement on Facebook and LinkedIn 

1. Article written by Cullen Roche - https://www.pragcap.com/is-hyperinflation-coming/ 2. Blog post written by Ben Carlson - https://awealthofcommonsense.com/2021/07/how-the-stock-market-works-2/ 3. Blog post on the Oblivious Investor - https://obliviousinvestor.com/medicare-irmaa-appeal-a-k-a-request-for-reconsideration/  @JessupWealth on Instagram and Twitter @JessupWealthManagement on Facebook...

Show Notes 1. Article written by Jeff Hirsch - https://jeffhirsch.tumblr.com/post/666142500496556032/years-best-3-month-span-about-to-start 2. Article written by Michael Townsend - https://www.schwab.com/resource-center/insights/content/congress-drops-most-individual-tax-increases-revised-economic-package? 3. Article in the WSJ by JJ McCorvey - https://www.wsj.com/articles/have-a-job-with-benefits...

1. Tweet from Jeff Levine - https://twitter.com/CPAPlanner/status/1453708300919398403 2. Tweet from Andrew Thrasher - https://twitter.com/AndrewThrasher/status/1450508901636530179 3. Blog post by Sam Ro - https://www.tker.co/p/stock-market-historical-facts 4. Tweet by Samantha Russell - https://twitter.com/samanthatwenty/status/1454073210258042890?s=11 5. Tweet by Michael Batnick - https://twitter...

Show Notes: 1. Tweet from Liz Ann Sonders - https://twitter.com/LizAnnSonders/status/1445415204087648257 2. Blog written by Barry Ritholtz - https://twitter.com/LizAnnSonders/status/1445415204087648257 3. Article from CNBC by Yen Nee Lee - https://www.cnbc.com/2021/10/21/china-economy-property-sector-must-shrink-to-be-stable-says-prof.html) 4. Tweet by Isabelnet - https://twitter.com/i/lists/10369...

Show Notes: 1. Tweet from George Maroudas - [[link]] 2. Tweet from Josh Lehner - https://twitter.com/lehnerjw/status/1448671601994571789 3. Tweet from Javier Blas - https://twitter.com/JavierBlas/status/1448729517967691777 4. Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1441454599257223175 5. Update on the US consumer from Bloomberg - https://www.bloomberg.com/features/how-to-i...

1. Tweet from Joe Fahmy - https://twitter.com/jfahmy/status/1446456475459665925?s=11 2. Tweet from “Interested Observer” - https://twitter.com/observationdesk/status/1445746156953210897?s=11 3. Article from Ryan Detrick of LPL Research - https://twitter.com/RyanDetrick/status/1445801484969394183 4. Blog post written by Nick Maggiulli - https://ofdollarsanddata.com/the-broken-clock/ Twitter Handles...

Show Notes 1. Blog post by Morgan Housel - https://www.collaborativefund.com/blog/numbersandstories/? 2. Blog post by Ben Carlson - https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/ 3. Another blog post by Ben Carlson - https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/? 4. Tweet from Bullish Rippers - https://twitter.com/bullishrippe...

1. Blog post by Morgan Housel - https://www.collaborativefund.com/blog/numbersandstories/? 2. Blog post by Ben Carlson - https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/ 3. Another blog post by Ben Carlson - https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/? 4. Article from Roxanne Alexander, CFP - https://www.kiplinger.com/personal...

Show Notes: Michael Rosen, CIO of Angeles Investments and Angeles Wealth - h ttps://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-reached-its-expiration-date.html Tweet from Ali Wolf - Chief Economist at Zonda - https://twitter.com/aliwolfecon/status/1433889711186071554?s=11 Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1433043551445786624 Twitter Handles: Jes...

1. Supply chain update from CNBC - https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-commentary.html?&qsearchterm=supply%20chain 2. Tweet by Charlie Bilello - https://twitter.com/charliebilello/status/1431346985135640581?s=11 3. Tweet by Sarah Ponczek - https://twitter.com/sarahponczek/status/1427245203077881867?s=11 4. Article ab...

Show Notes! 1. Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233... 2. Tweet from Liz Ann Sonders - https://twitter.com/lizanns.../status/1431242512434409475... 3. Tweet from Liz Young - Head of Investment Strategy at Sofi - https://twitter.com/lizyoun.../status/1431319360388407304... 4. Financial Planning Topic of the week - https://money.com/pay-off-student-loans-...

1. Tweet from “10-K Carl” - https://twitter.com/10k_carl/status/1426250130873896962?s=11 2. Tweet from Nomi Prins - https://twitter.com/nomiprins/status/1428102593155325965... 3. Update on consumer credit from cnbc - https://www.cnbc.com/.../transunion-report-americans.../... 4. Tweet from Morgan Housel - https://twitter.com/morganh.../status/1427683412559552513... 5. Article written by Jonathan C...

1. Article in ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/.../house-panel-crafting.../ 2. Tweet from Austin Lieberman - https://twitter.com/lieberm.../status/1421212550356770821... 3. Financial Planning Topic of the week - https://www.collaborativefund.com/blog/%24/ Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjes...