The Independent Advisors

Mark McEvily

A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 35 Park Ave. Dayton, OH. 45419 Phone: 937-938-9105

  1. MAY 7

    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 land at jessupwealthmanagement.com (https://www.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 (https://www.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_Productpage $) #349 Topics • Market rebound & performance trends (02:00) – Strong April/May gains across S&P 500, Nasdaq, and small caps; rapid V-shaped recovery after ~10% drop • Earnings as primary catalyst (04:00) – Q1 earnings significantly beat expectations, driving market strength • Shift back to fundamentals (06:30) – Focus moving to long-term earnings outlook over geopolitical concerns • Seasonality & historical patterns (08:00) – Strong April performance historically signals positive full-year returns • Rising interest rate environment (11:00) – Potential long-term shift away from decades of falling rates • Inflation & bond market signals (12:30–13:00) – Persistent inflation expectations reflected in bond yields and TIPS performance • Bond risk & portfolio implications (14:00–15:00) – Bonds not inherently “safe”; challenges to traditional allocation strategies • Federal Reserve policy outlook (19:00–21:30) – Shift toward more hawkish stance; fewer/slower rate cuts expected • U.S. debt & fiscal concerns (22:00–23:00) – Debt surpassing 100% of GDP; potential inflationary risks • Tech sector valuations & comparisons (25:00–29:30) – Strong fundamentals vs. dot-com era; emphasis on disciplined, long-term investing Show Notes: Post on X from Ryan Detrick on 4.30.26 - https://x.com/ryandetrick/status/2049866359559872599?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Post on X from Thierry Borgeat on 4.27.26 - https://x.com/ThierryBorgeat/status/2048836500557554097?s=20 Post on X from Steve Deppe on 4.28.26 - https://x.com/sjd10304/status/2049169078934204831?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page

    32 min
  2. APR 16

    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 land at jessupwealthmanagement.com (https://www.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 (https://www.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_Productpage $)  Show Notes: Post on LinkedIn from Peter Mallouk on April 4th - https://www.linkedin.com/posts/peter-mallouk_over-the-last-75-years-the-average-intra-year-share-7444847892332199936-wAUq/? Post on X from Ben Carlson on March 30th - https://x.com/awealthofcs/status/2038627241551085823 Post on X from Charlie Bilello on March 29th - https://x.com/charliebilello/status/2038333777592684809 #346 Topics: ·       Sentiment shift & investor positioning (04:52) ·       Market psychology & faster moves (06:23) ·       Historical drawdowns & recovery patterns (09:15–12:26) ·       Client engagement & resources (07:56–14:02) ·       Earnings strength & fundamentals (16:25–18:45) ·       VIX signals & volatility outlook (21:09–21:30) ·       Long-term volatility & risk management (24:29–25:47) ·       Investment philosophy & staying invested (17:50, 26:00)

    29 min
  3. APR 9

    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 at jessupwealthmanagement.com (https://www.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 (https://www.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_Productpage $) Market performance, yields & geopolitics (02:39–03:38) US dollar trends & equity headwinds (05:48–07:39) Bear market signals & short interest (09:22, 24:58) Private credit liquidity risks (11:41–16:15) Economic sentiment & Fed outlook (19:09–23:41) Positioning & market timing cautions (03:38, 25:20) Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page

    30 min
  4. APR 2

    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 at jessupwealthmanagement.com (https://www.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 (https://www.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_Productpage $) 344 Topics: Markets pulled back in Q1; Nasdaq in correction, volatility rising, but historically normalSentiment signals (high correlation, put buying) suggest a potential market bottom formingTech stocks attractive: Magnificent Seven down, valuations cheaper despite strong earnings growthGeopolitical tensions driving short-term noise, not long-term fundamentalsHistorical trends (midterm years) point to volatility followed by strong recoveriesScam awareness: rising cybercrime and “recovery scams” targeting investorsEarnings season ahead could shift focus back to fundamentals and spark a reboundShow Notes: Post on X from The Chart Report on 3.27.26 - https://x.com/TheChartReport/status/2037520080737546310 Post on X from JC Parets on 3.27.26 - https://x.com/JC_ParetsX/status/2037565066174677041 Article on March 13th from Tara Siegel Bernard with the NYT titled “His Father Lost His Life’s Savings in a Scam. A Fake Lawyer Offered to Help.” - https://www.nytimes.com/2026/03/13/business/financial-fraud-money-scams-elderly-recovery.html?

    38 min
  5. MAR 19

    The Independent Advisors Podcast Episode 343: 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 at jessupwealthmanagement.com (https://www.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 (https://www.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_Productpage $) Post on X from Ryan Detrick at Carson Investment Research on 3.12.26 - https://x.com/ryandetrick/status/2032190129180123211? Posts on X regarding the VIX from Seth Golden on 3.10.26 & SubuTrade on 3.9.26 - https://x.com/sethcl/status/2031428550796923169? https://x.com/subutrade/status/2031014375923101766? #3: Post on X from Sam McCallum on 3.9.26 - https://x.com/honeystocks1/status/2031114276333670872? Key TakeawaysMarkets declined in March with increased volatilityGeopolitical tensions and oil price swings adding uncertaintyFed holding rates steady; consumer remains strongMarket signals show mixed outlook—fear levels may signal opportunityWeakness is broader than headline indices suggestAvoid reacting to short-term headlinesStay focused on long-term financial strategyQuick tip: Use authenticator apps for stronger account security

    33 min
4.8
out of 5
35 Ratings

About

A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 35 Park Ave. Dayton, OH. 45419 Phone: 937-938-9105

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