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The Independent Advisors Episode 132: Treasury or Treasure?

The Independent Advisors Episode 132: Treasury or Treasure?

The Independent Advisors

January 10, 202235m 13s

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Show Notes

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.com/charliebilello/status/1477022633124315136

3. Charlie Bilello on 1/2/22 -

https://twitter.com/charliebilello/status/1477721057817735175?s=11

4. Financial Planning Topic of the week -

https://obliviousinvestor.com/

Facebook/LinkedIn: @Jessupwealthmanagement

Instagram/Twitter:@Jessupwealth

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