If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.
Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!
There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.
If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!
Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_ProductpageShow Notes:Post on X from Seth Golden about semi-conductors on 8/7 - https://x.com/sethcl/status/1953469529784209878?Post on X from Rob Anderson using NDR Research on 8/1 - https://x.com/_rob_anderson/status/1951369353267413216 Blog Post from Bespoke Investment Group “Tech Sector now 1/3rd of S&P” -https://www.bespokepremium.com/interactive/posts/think-big-blog/tech-sector-now-1-3rd-of-sp
Tax Questions on Roth IRA Conversions By Joy Taylorhttps://www.kiplinger.com/taxes/tax-law/ask-the-editor-august-8-tax-questions-on-roth-ira-conversions#313 Topics:- SEMICONDUCTOR INDUSTRY
- HEALTHSCARE SECTOR
- THE GROWTH IN THE TECH SECTOR RELATIVE TO THE S&P 500
- STOCK BUYBACKS
- SURVEY DATA
- ROTH CONVERSIONS
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