The Independent Advisors Episode 180: Opinions Everywhere

Show Notes:

Article from Ryan Detrick “When does the Santa Claus Rally start?” -

https://www.carsongroup.com/insights/blog/when-does-the-santa-claus-rally-start/

Blog Post from Nick Maggiulli “How The 60/40 Portfolio Makes a Comback” -

https://ofdollarsanddata.com/how-the-60-40-portfolio-makes-a-comeback/

Should include disclosure:

Government bonds are guaranteed only as to timely payment of principal and interest, and, if held to maturity, they offer a fixed rate of return and fixed principal value. Government bonds do not eliminate market risk. The purchase of bonds is subject to availability and market conditions. There is an inverse relationship between the price of bonds and the yield: when price goes up, yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity. Some bonds have call features that may affect income.

Jessup Wealth Management does not offer tax advice. You should consult a tax professional regarding your individual situation.