Episodes
134
Jan. 27, 2022
The Independent Advisors Episode 134: The Sacrifice You Make as an Investor
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/status/1483788952310013957?s=11 5. Financial Planning Topic- Article in Forbes by Robert Farri...
134
Jan. 27, 2022
The Independent Advisors Episode 134: The Sacrifice You Make as an Investor
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/status/1483788952310013957?s=11 5. Financial Planning Topic- Article in Forbes by Robert Farri...
133
Jan. 19, 2022
The Independent Advisors Episode 133: Hot Takes and Spicy Mustard
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.com/independent-market-observer/will-we-see-a-supply-glut-in-2022? 4. Tweet by Holger Zschaepi...
133
Jan. 19, 2022
The Independent Advisors Episode 133: Hot Takes and Spicy Mustard
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.com/independent-market-observer/will-we-see-a-supply-glut-in-2022? 4. Tweet by Holger Zschaepi...
133
Jan. 19, 2022
The Independent Advisors Episode 133: Hot Takes and Spicy Mustard
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.com/independent-market-observer/will-we-see-a-supply-glut-in-2022? 4. Tweet by Holger Zschaepi...
132
Jan. 10, 2022
The Independent Advisors Episode 132: Treasury or Treasure?
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://twitter.com/callieabost/status/1476193072027512833 2. Tweet by Charlie Bilello - https://twitter.c...
132
Jan. 10, 2022
The Independent Advisors Episode 132: Treasury or Treasure?
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://twitter.com/callieabost/status/1476193072027512833 2. Tweet by Charlie Bilello - https://twitter.c...
132
Jan. 10, 2022
The Independent Advisors Episode 132: Treasury or Treasure?
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://twitter.com/callieabost/status/1476193072027512833 2. Tweet by Charlie Bilello - https://twitter.c...
131
Jan. 4, 2022
The Independent Advisors Episode 131: "As Goes January, So Goes the Year"
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. Blog Post from Nick Maggiulli - https://ofdollarsanddata.com/how-to-invest-your-money-when-inf...
131
Jan. 4, 2022
The Independent Advisors Episode 131: "As Goes January, So Goes the Year"
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. Blog Post from Nick Maggiulli - https://ofdollarsanddata.com/how-to-invest-your-money-when-inf...
131
Jan. 4, 2022
The Independent Advisors Episode 131: "As Goes January, So Goes the Year"
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. Blog Post from Nick Maggiulli - https://ofdollarsanddata.com/how-to-invest-your-money-when-inf...
130
Dec. 30, 2021
The Independent Advisors Episode 130: The Bulls Believe in Santa
· 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 by LPL Research - https://lplresearch.com/2020/12/23/do-you-believe-in-the-santa-claus-rally/ 4. Financial Planning Topic ...
130
Dec. 30, 2021
The Independent Advisors Episode 130: The Bulls Believe in Santa
· 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 by LPL Research - https://lplresearch.com/2020/12/23/do-you-believe-in-the-santa-claus-rally/ 4. Financial Planning Topic ...
130
Dec. 30, 2021
The Independent Advisors Episode 130: The Bulls Believe in Santa
· 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 by LPL Research - https://lplresearch.com/2020/12/23/do-you-believe-in-the-santa-claus-rally/ 4. Financial Planning Topic ...
129
Dec. 21, 2021
The Independent Advisors Episode 129: Buying a House- Behind the Scenes
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
129
Dec. 21, 2021
The Independent Advisors Episode 129: Buying a House- Behind the Scenes
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
129
Dec. 21, 2021
The Independent Advisors Episode 129: Buying a House- Behind the Scenes
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
128
Dec. 15, 2021
The Independent Advisors Episode 128: Loan Officer, Family Friend and Special Guest, Matt Edwards, joins us!
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
128
Dec. 15, 2021
The Independent Advisors Episode 128: Loan Officer, Family Friend and Special Guest, Matt Edwards, joins us!
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
128
Dec. 15, 2021
The Independent Advisors Episode 128: Loan Officer, Family Friend and Special Guest, Matt Edwards, joins us!
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
127
Dec. 10, 2021
The Independent Advisors Episode 127: Fear Strikes
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/longtplextrader/status/1464746225685700609?s=11 5. Global supply chain update - https://www.thestreet.co...
127
Dec. 10, 2021
The Independent Advisors Episode 127: Fear Strikes
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/longtplextrader/status/1464746225685700609?s=11 5. Global supply chain update - https://www.thestreet.co...
127
Dec. 10, 2021
The Independent Advisors Episode 127: Fear Strikes
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/longtplextrader/status/1464746225685700609?s=11 5. Global supply chain update - https://www.thestreet.co...
126
Dec. 3, 2021
The Independent Advisors Episode 126: A Strong Dollar
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/1463920986244452358?s=11 5. Tweet from Mr. Thomas – Top down charts - https://twitter.com/callum_thomas/stat...