The Independent Advisors

Show Notes:1. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/14867016925319741482. Tweet from Beth Kindig -https://twitter.com/Beth_Kindig/status/1486664029133234179?s=20&t=mxPpbp4e9REQuPU219vWSw3. Tweet by Michael Arouet -https://twitter.com/michaelaarouet/status/1486311111938957315?s=114. Tweet by Macro Charts -https://twitter.com/macrocharts/status/1486670324351463428?s=115. Blog post written by Ben Carlson -https://awealthofcommonsense.com/2021/12/the-pandemic-has-made-everyone-richer/Facebook/LinkedIn: @JessupWealthManagementInstagram/Twitter: @JessupWealth

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-116409772083. Tweet by Ryan Detrick -https://twitter.com/RyanDetrick/status/14769981232266403894. Tweet by Matthew Miskin -https://twitter.com/matthew_miskin/status/1483788952310013957?s=115. Financial Planning Topic- Article in Forbes by Robert Farrington - https://www.forbes.com/sites/robertfarrington/2021/10/29/grandparent-529-plans-get-a-boost-from-new-fafsa-form/?sh=283d35b33acb Facebook/LinkedIn- @JessupWealthManagementTwitter/Instagram- @JessupWealth

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_pos42. 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=KaV2wJ0v3. 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 Zschaepitz -https://twitter.com/Schuldensuehner/status/14833970557583564815. Tweet from Jim Perry (Senior Strategist at Market Insights) -https://twitter.com/mi_jim/status/14834503660585042006. FINANCIAL PLANNING TOPIC OF THE WEEKhttps://www.cnbc.com/2022/01/14/feeling-behind-on-retirement-savings-here-are-4-ways-to-get-you-on-track.htmlSocial Media:Facebook and LinkedIn: @JessupwealthmanagementTwitter and Instagram: @JessupWealth

Episode #132 TopicsThe 10-year Treasury Yield is at its highest since February 2020.Initial Jobless Claims Update on 2022's January TrifectaLooking 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/14761930720275128332. Tweet by Charlie Bilello -https://twitter.com/charliebilello/status/14770226331243151363. Charlie Bilello on 1/2/22 -https://twitter.com/charliebilello/status/1477721057817735175?s=114. Financial Planning Topic of the week -https://obliviousinvestor.com/Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter:@Jessupwealth

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-today3. The First 5 Days of January by: Seth Golden -https://twitter.com/SethCL/status/14758053094824550424. 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-inflation-is-high/6. Tweet by Vala Afshar of Salesforce -https://twitter.com/valaafshar/status/1475885057587957762?s=117. Financial Planning Topic of the Week – article in the Wall Street Journal - https://www.wsj.com/articles/at-t-slashed-promised-life-insurance-for-former-workersand-time-runs-out-at-year-end-11640544022Social media:LinkedIn/Facebook @JessupWealthManagementTwitter/Instagram @jessupwealth

· Federal student loan moratorium was extended· Update on Consumer Spending· Growth vs Value Stocks· Interest Rates & Inflation· Santa Claus Rally· Charitable DistributionsShow Notes1. Charts from Brian G.'s blog post -https://alphacharts.substack.com/about2. Tweet from VIX Squared -https://twitter.com/vixsquared/status/14701378817590026293. Blog post by LPL Research -https://lplresearch.com/2020/12/23/do-you-believe-in-the-santa-claus-rally/4. Financial Planning Topic of the Week -https://obliviousinvestor.com/whats-the-most-tax-efficient-way-to-give/Facebook and LinkedIn @JessupWealth ManagementTwitter and Instagram @JessupWealth

Show Notes1. 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: @JessupwealthmanagementTwitter/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 @JessupWealthManagementTwitter and Instagram @Jessup Wealth

Show Notes1. Tweet from George Maroudas -https://twitter.com/ChicagoAdvisor/status/14665072426315735072. 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=115. Global supply chain update -https://www.thestreet.com/investing/jpmorgan-sees-sp500-at-5000-in-first-half-20226. Tweet from Walter Bloomberg -https://twitter.com/deitaone/status/1465411127668613126?s=117. Financial Planning Topic of the week -https://www.cnbc.com/2021/11/30/a-majority-of-americans-dont-understand-deferred-interest-credit-cards.html@JessupWealth on Instagram and Twitter@JessupWealthManagement on Facebook and LinkedIn

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=115. Tweet from Mr. Thomas – Top down charts -https://twitter.com/callum_thomas/status/1462153930230534145?s=116. Financial Planning Topic of the week, article written by the Plancorp- https://www.aarp.org/money/taxes/info-2021/smart-tax-moves-to-make-now.html@JessupWealth on Instagram and Twitter@JessupWealthManagement on Facebook and LinkedIn

Show Notes1. Tweet by 10K-Diver -https://twitter.com/10kdiver/status/14609346718359552032. 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 and LinkedIn

Show Notes1. Article written by Jeff Hirsch -https://jeffhirsch.tumblr.com/post/666142500496556032/years-best-3-month-span-about-to-start2. 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-how-to-make-the-most-of-open-enrollment-116359318024. Blog post by Brad McMillian -https://blog.commonwealth.com/independent-market-observer/quick-hits-on-the-markets-and-economy?5. Article written by Greg Lacurci -https://www.cnbc.com/2021/11/01/tax-strategy-of-the-rich-backdoor-roth-survives-in-latest-democrat-plan.html?recirc=taboolainternal@JessupWealth on Instagram and Twitter@JessupWealthManagement on Facebook and LinkedIn

1. Tweet from Jeff Levine - https://twitter.com/CPAPlanner/status/14537083009193984032. Tweet from Andrew Thrasher - https://twitter.com/AndrewThrasher/status/14505089016365301793. Blog post by Sam Ro - https://www.tker.co/p/stock-market-historical-facts4. Tweet by Samantha Russell - https://twitter.com/samanthatwenty/status/1454073210258042890?s=115. Tweet by Michael Batnick - https://twitter.com/michaelbatnick/status/1453724182236176385?s=116. Tweet by FactSet - https://twitter.com/factset/status/1452789327038136325?s=117. Article written by Christine Benz - https://www.morningstar.com/articles/1002654/can-you-save-too-much-in-a-health-savings-account@JessupWealth on Instagram and Twitter@JessupWealthManagement on Facebook and LinkedIn

Show Notes:1. Tweet from Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/14454152040876482572. Blog written by Barry Ritholtz -https://twitter.com/LizAnnSonders/status/14454152040876482573. 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/1036994995. Article on Barron’s written by Andrew Welsch - https://www.barrons.com/advisor/articles/financial-tips-new-parents-advisors-best-advice-51633533835?@JessupWealth on Instagram and Twitter@JessupWealthManagement Facebook and LinkedIn

Show Notes:1. Tweet from George Maroudas - [[link]] 2. Tweet from Josh Lehner -https://twitter.com/lehnerjw/status/14486716019945717893. Tweet from Javier Blas -https://twitter.com/JavierBlas/status/14487295179676917774. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/14414545992572231755. Update on the US consumer from Bloomberg -https://www.bloomberg.com/features/how-to-invest-10k/?srnd=premium&sref=KaV2wJ0v6. Recent comments from Jamie Dimon -https://www.cnbc.com/2021/10/11/jpmorgans-dimon-says-supply-chain-hiccups-will-soon-ease-points-to-extraordinary-consumer-demand.htmlTwitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)