The Independent Advisors
A weekly financial markets podcast hosted by independent registered investment advisors Mark McEvily and Matt Jessup. They discuss their perspective on stocks, trade-able securities, the economy, and financial planning. The commentary is objective and independent, aiming to make sense of the challenging world of finance for the general public. Mark and Matt are managing partners at Jessup Wealth Management in Dayton, Ohio.
Episodes
The Independent Advisors Podcast Episode 364: The Spousal Perspective, Featuring Rachel Jessup
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 (https://www.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 lan
The Independent Advisors Podcast Episode 363: The pendulum has swung...
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 (https://www.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
The Independent Advisors Podcast Episode 362: A Lesson in Leverage
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 (https://www.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 lan
The Independent Advisors Podcast Episode 361: Scary How Accurate They Are...
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 (https://www.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 lan
The Independent Advisors Podcast Episode 360: The Bubble Talk Nobody Fact-Checked
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 (https://www.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 lan
The Independent Advisors Podcast Episode 359: Diamond Hand
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 (https://www.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 lan
The Independent Advisors Podcast Episode 358: "Can't afford to take risk off..."
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 (https://www.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
The Independent Advisors Podcast Episode 357: "Betting on Corporate America Usually Wins"
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 (https://www.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 lan
The Independent Advisors Podcast Episode 356: Stay In Your Lane.
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 (https://www.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 lan
The Independent Advisors Podcast Episode 355: The Market Is Justified
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 (https://www.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 lan
The Independent Advisors Podcast Episode 354: Not Over Yet!
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 (https://www.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 lan
The Independent Advisors Podcast Episode 353: Lends to the Bulls
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 (https://www.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 lan
The Independent Advisors Podcast Episode 352: ft. Dayton Area Chamber of Commerce President & CEO, Chris Kershner
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 (https://www.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 lan
The Independent Advisors Podcast Episode 351: Advantageous Ways to Invest in Certain Rate Environments
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 (https://www.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 lan
The Independent Advisors Podcast Episode 350: Melt Ups
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 (https://www.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 lan
The Independent Advisors Podcast Episode 349: What the Markets Signaling
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 (https://www.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 lan
The Independent Advisors Podcast Episode 348: Face The Facts
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 (https://www.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 lan
The Independent Advisors Podcast Episode 347: We Love A Motivated C Suite
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 (https://www.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 lan
The Independent Advisors Podcast Episode 346: Proving Points
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 (https://www.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 lan
The Independent Advisors Podcast Episode 345: Powder Keg
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 (https://www.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
The Independent Advisors Podcast Episode 344: Compelling Markets
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 (https://www.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
The Independent Advisors Podcast Episode 343: Volatility does not equal bad.
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 (https://www.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
The Independent Advisors Podcast Episode 342: Humbling Markets
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 (https://www.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
The Independent Advisors Podcast Episode 341: Misguided Markets
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 (https://www.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
The Independent Advisors Podcast Episode 340: Measured Moves: Market Insights Amid Global Tensions
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 (https://www.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
The Independent Advisors Podcast Episode 339: Mark's Solo-sode
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 (https://www.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
The Independent Advisors Podcast Episode 338: It doesn't always make sense.
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 (https://www.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
The Independent Advisors Podcast Episode 337: "This time really is different"
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 (https://www.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
The Independent Advisors Podcast Episode 336: Luxury Travel Agent, Lauren Kroger
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 (https://www.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
The Independent Advisors Podcast Episode 335: Bulls Are Sleeping Good At Night
Show Notes: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 (https://www.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—on
The Independent Advisors Podcast Episode 334: Survey Says....
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 (https://www.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
The Independent Advisors Podcast Episode 333: Jessup Wealth Management, 2026 Outlook
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 (https://www.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
The Independent Advisors Podcast Episode 332: 2025, A Year of Surprises
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 (https://www.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
The Independent Advisors Podcast Episode 331: “The best time to buy real estate is always five years ago.”
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 (https://www.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
The Independent Advisors Podcast Episode 330: The High Cost of Sitting Out the Market
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 (https://www.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
The Independent Advisors Podcast Episode 329: The Pivot That Could Ignite a Super-Cycle
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 (https://www.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
The Independent Advisors Podcast Episode 328: Don't come crying to us if you're underallocated to equities...
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 (https://www.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
The Independent Advisors Podcast Episode 327: Strong Earnings, Shaky Sentiment
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 (https://www.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
The Independent Advisors Podcast Episode 326: The JWM Advantage
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 (https://www.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
The Independent Advisors Podcast Episode 325: Booze in the Punch Bowl
Show Notes:Cash is still pouring into money market funds…https://x.com/MikeZaccardi/status/1984585372366750138S&P 500 Index vs. S&P 500 Equal Weight…https://x.com/dailychartbook/status/1985380197089370155A Fed Cut in December?Source: Briefing.com “The Big Picture”https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htmTech Performance YTDSource: X Post from The Trading Initiative on
The Independent Advisors Podcast Episode 324: "Wall Street's Playbook"
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 (https://www.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
The Independent Advisors Podcast Episode 323: Buying when it's uncomfortable - Age of a bull market vs it's potential - Is gold dead money - Inflation trickle effect
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 (https://www.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
The Independent Advisors Podcast Episode 322: The market can change on a dime-- that's part of the fun!
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 (https://www.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
The Independent Advisors Podcast Episode 321: All systems go for the bulls
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 (https://www.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
The Independent Advisors Podcast Episode 320: Dayton, OH. The Crossroads of America With Guest, Cory Earl!
This week we will be joined by Cory Earl, President & Publisher of the Dayton Business Journal. With over a decade of leadership in Dayton’s business community, Cory brings unique insights into the current state of the Dayton economy, the industries driving growth, and the challenges and opportunities shaping our region’s future.Tune in to hear Cory’s perspective on how the DBJ supports local
The Independent Advisors Podcast Episode 319: Every Yes is a No to something else.
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 (https://www.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
The Independent Advisors Podcast Episode 318: Yesterday’s wisdom, tomorrow’s wealth.
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 (https://www.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
The Independent Advisors Podcast Episode 317: Room to Run
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 (https://www.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
The Independent Advisors Podcast Episode 316: Seasonality in Vogue
#316 topics:September Historically WeakCurrent market positioning: No significant pullback since April lows, creating potential opportunity for buyers during September weakness.Contrarian perspective: Excessive focus on September weakness in media might indicate potential for better-than-expected performance.Currency and International MarketsDollar weakness driving international outperformanceConc
The Independent Advisors Podcast Episode 315: Investment fads come and go...
Post on X from Frank Cappelleri on 8/11 - https://x.com/FrankCappelleri/status/1954978003668078791 Post on X from Jay Kaeppel on 8.15 - https://x.com/jaykaeppel/status/1956367983506305188 Democratizing Access to Alternative Assets For 401(k) Investors https://www.whitehouse.gov/presidential-actions/2025/08/democratizing-access-to-alternative-assets-for-401k-investors/#315 topics:Warning against ch
The Independent Advisors Podcast Episode 314: 'Follow the trend - don't fall in love with the trend.'
Show Notes:Post on X from Mike Zaccardi on 8.13 - https://x.com/MikeZaccardi/status/1955722314433126899 Post on X from Jay Kaeppel on 8/11 - https://x.com/jaykaeppel/status/1954864380828361192?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Post from Jeff Hirsch on 8.20 that shows the historical seasonality of the VIX from 1990-2024 - https://jeffhirsch.tumblr.com/post/792429184710557696/volatility-low-in-vix-h
The Independent Advisors Podcast: A friendly bet - Here's how it turned out!
A few episodes back, Matt and Mark discussed how market forecasts and predictions can mislead investors and harm their mindset. The truth is, no one can say with certainty where the stock market will go. In fact, Mark joked that his 2-year-old daughter, Mia, has just as good a shot at predicting the market’s year-end 2025 performance as any professional. That led to a friendly bet—Mia would make h
The Independent Advisors Podcast Episode 313: "This rally is hated, and I love it!"
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
The Independent Advisors Podcast Episode 312: Gotcha Events
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
The Independent Advisors Podcast Episode 311: God Bless America
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
The Independent Advisors Podcast Episode 310: In Case You Didn't Know...
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
The Independent Advisors Podcast Episode 309: Value Trap... Some stocks are cheap for a reason.
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
The Independent Advisors Podcast Episode 308: Bullish all over the place.
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
The Independent Advisors Podcast Episode 307: Opposite Day
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
The Independent Advisors Podcast Episode 306: Portfolio Summits Panel Discussion Led by Mark McEvily
Get ready for a special episode as Mark McEvily takes the mic live from a recent investment conference where he led a high-powered panel discussion on the 2025 market outlook.On the Panel: Scott Martin, CIO of Kingsview Partners, and Travis Upton, CEO & Partner of The Joseph Group
The Independent Advisors Podcast Episode 305: Bucking The Trend
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
The Independent Advisors Podcast Episode 304: May Had Bulls Smiling
Episode Summary:
The Independent Advisors Podcast Episode 303: Market Temperature
Show Notes
The Independent Advisors Podcast Episode 302: Do More with Less - The Plastics Industry
We welcome Jeremy DeBenedictis, President of Alterra, and Ross Eisenberg, President of America’s Plastic Makers at the American Chemistry Council. We’re diving into a topic that impacts nearly every aspect of modern life — plastics. From the packaging that protects our food to the components in our vehicles, medical equipment, and technology, plastics play a vital role in the American economy and
The Independent Advisors Podcast Episode 301: How is this "New" News
Show Notes:Post on X from Subu Trade on 5.13.25 - https://x.com/SubuTrade/status/1922325201313816774 Post on X from Willie Delwiche on 5.13.25 - https://x.com/WillieDelwiche/status/1922255070084694318 No Taxes On Tips, Overtime, And Social Security? Not Exactly.By: Kelly Phillips published on May 15th, 2025https://www.forbes.com/sites/kellyphillipserb/2025/05/15/no-taxes-on-tips-overtime-and-soci
The Independent Advisors Podcast Episode 300: After Hours and Off Script
GIVEAWAY!
The Independent Advisors Podcast Episode 299: Seller's Strike
Show Notes:Positive Earnings With a Tariff DivideSource: Charlie Bilello Research from 5/6/25https://bilello.blog/2025/the-week-in-charts-5-6-25?Source: Bloomberg Article on 5/6https://www.bloomberg.com/graphics/2025-china-ship-cost-in-tariffs-trade-war/?Goldman Says Bear Market Rallies Are the NormSource: Bloomberg article on 5/6/25https://www.bloomberg.com/news/articles/2025-05-06/goldman-says-b
The Independent Advisors Podcast Episode 298: Wait and See Mentality
Show Notes:X post by @isabelnet_sa on April 25, 2025https://x.com/ISABELNET_SA/status/1915689168627175907Xpost by bespoke investmentshttps://x.com/bespokeinvest/status/1915408647955337498X post by Subu Trade 4/24https://x.com/SubuTrade/status/1915444909500207391Some Considerations for Key Labor Market DataThe Big Picture, Briefing.comhttps://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htmCh
The Independent Advisors Podcast - 4.24.25 Rapid Fire Bonus Round
Get answers quickly:How is the American Consumer?How is the American Dollar?How are US Treasuries?How is the Housing Market?
The Independent Advisors Podcast Episode 297: Policy Uncertainty and Peer Pressure
Show Notes:Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?
The Independent Advisors Podcast Episode 296: Evidence of Risk Appetite with JC Parets!
Show Notes:Our first episode with JC, recorded on 3.4.2021:https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-episode-87-interview-with-guest-co-host-jc-parets/
The Independent Advisors Podcast Episode 295: Sit On Your Hands If You Can
Show Notes: https://youtu.be/FZMv4pNqAmo
The Independent Advisors Podcast Episode 294:Hard Data Matters More
Show Notes:Hard vs Soft Data ExplainedSource: Briefing.com Big Picture 3/28/25https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm
The Independent Advisors Podcast Episode 293: The Stock Market is the Scoreboard for Success
Show Notes:Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714?Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/ BofA Fund Managers Survey, Rotation out of S
The Independent Advisors Podcast Episode 292: Overblown Sentiment
Show Notes:Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786? Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893? Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R
The Independent Advisors Podcast Episode 291: The Best Buys Hurt A Little
shownotes:Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951?Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890?Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337?Post on X from the Daily Chartbook on March 4th - https://x.com/dailychartbook/status/18968
The Independent Advisors Podcast: BONUS Episode
We know fear is heightened right now. Hold tight to the data, research and what history's patterns tell us. When the stock market rattles you, lean on your advisors.#stocks #stockmarket #investing #economy #fear https://youtu.be/aSFwiDiMvVwhttps://www.jessupwealthmanagement.com/disclosures-page
The Independent Advisors Podcast Episode 290: We Love a Wall of Worry Feat. Special Guest, Matt Cerminaro!
Show Notes: For charts, please visit our YouTube Channelhttps://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQ
The Independent Advisors Podcast Episode 289: Looking For Value
Show Notes: Bloomberg Article on 2/20https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?cmpid=eveus&utm_medium=email&utm_source=newsletter&utm_term=250221&utm_campaign=eveus&sref=KaV2wJ0vX post from Coiled Spring Capital on 2/26https://x.com/coiledspringcap/status/1894754608930803939 X post from The Trading Initiative on 2/25https://x.com
The Independent Advisors Podcast Episode 288: Quelling Fears
Show Notes:Tweet from David Zarling on 2/3/25 https://x.com/AdaptivCharts/status/1886509803528446131/photo/1 Tweet from Evan SS6 on 1.30.25 - https://x.com/Evan_ss6/status/1884999500130893916 Post on X from Aurelius on 1.15.25 - https://x.com/aureliusltd28/status/1879524511957352781?Blog post from Mike Piper on 2.10.25 discussing Roth vs Tax-Deferred contributions
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