Podcast Show Notes

The Independent Advisors Podcast Show Notes & Resources

The Independent Advisors Episode #29

 

The Independent Advisors Episode #29

US Dollar Death Cross
 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Independent Advisors Episode #28

Corporate Profits
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Consumer Finances
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Link to article Mark & Matt discuss: "20 Rules For Markets And Investing"

Saving vs Investing
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Independent Advisors Episode #25

  • Link to blog post Mark & Matt discuss on annualized returns in the S&P 500:
  • All indices are unmanaged and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses. Past performance does not guarantee future results

The Independent Advisors Episode #24

  • Cyclicals vs Growth Chart Matt and Mark Discuss
Cyclicals vs Growth
 

 

 

 

 

 

 

 

 

 

 

 

 

 

Source: Michael Kantrowitz Twitter Account (@MichaelKantro)

The Independent Advisors Episode #23

  • Link to blog post Matt discusses by Commonwealth CIO, Brad McMillan
  • Link to "Key Numbers for 2020" PDF that Mark and Matt discuss for the financial planning topic of the week
  • IWM Breakout chart that Mark discusses 
IWM Breakout

Source: Stockcharts.com 

The iShares Russell 2000 ETF (Exchange Traded Fund) Tracks the Russell 2000 index. This content is not intended to be advice or a recommendation. It is provided for illustrative purposes only as a relative indicator of the movements of the underlying index being tracked. It is important to note that there can be tracking differences from the underlying index, known as “tracking error,” that may be attributable to things such as:

  • The fees and expenses of the fund; an index does not incur management fees, charges, or expenses and cannot be invested in
  • The process, and method the fund uses in sampling an index

Past Performance does not guarantee future results. Investments are subject to risk, including the loss of principal. Please consult a financial advisor regarding your specific circumstances. The information contained herein is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of the information.

 

The Independent Advisors Episode #22

Avg. Stock Distance from 52-Week Highs
Source: Bespoke Investment Group, LLC 

 

 

 

 

 

 

 

 

 

 

 

The Independent Advisors Episode #21

The Independent Advisors Episode #20

  • Chart Mark discusses showing the correlation between the Dow & Transports: 
DOW & TRAN

 

*Correlation is the degree in which something moves in relation to another variable. There is no guarantee that similar correlations will be experienced in the future.