The Independent Advisors

← The Independent Advisors27 aug · 34 min

The Independent Advisors Podcast - Episode 365: Bond Market Update and the History of the 401(k)

The Independent Advisors Podcast - Episode 365: Bond Market Update and the History of the 401(k)27 aug34 min

Episode 365 of the Independent Advisors Podcast. Aaron Cramer and Nick Whitaker cover a lot of ground this week, including the bond market, Treasury yields, and the Treasury Department's decision to double its bond buyback program after 30-year yields hit their highest level since 2007.

Also covered: why more companies raising guidance than lowering it is a bullish signal, how 2026 compares to past midterm election years, and whether the "US debt crisis" headlines are overblown.

Plus, a look back at the history of the 401(k), including how stock ownership among Americans has grown from less than 20% in 1983 to over 60% today, and proposed IRS and Treasury guidance that could modernize retirement account rollovers.

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!

Blog Post from Charlie Vilello on August 18th - https://bilello.blog/2026/the-week-in-charts-8-18-26

Post on X from Ben Carlson on August 19th - https://x.com/awealthofcs/status/2090190352745447726?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post on X from Astra Insights on August 13th - https://x.com/AstraInsights/status/2087985036348059822?s=20

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