250 episodes

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
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

The Independent Advisors Mark McEvily

    • Business

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
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

    The Independent Advisors Podcast Episode 251: Sizing Up Opportunity and Risk

    The Independent Advisors Podcast Episode 251: Sizing Up Opportunity and Risk

    Show Notes:https://twitter.com/charliebil.../status/1785442300186763671 (https://twitter.com/charliebilello/status/1785442300186763671?fbclid=IwZXh0bgNhZW0CMTAAAR0ZMcL55tDCQUamVJaEuSbYUe9UwyzTOLkWCWYeVVmV59HLB2dqFc5mtlE_aem_AdTsRJv2vohu78eANde9peNMvbDUUdoVRKwXDie5glKawWbl5zTCP6bjKnLMrEDKsKICtFcttOOC70rbpAVbuvIc)?https://www.wsj.com/.../housing-affordability-taxes... (https://www.wsj.com/economy/housing/housing-affordability-taxes-insurance-costs-rise-bca64df1?fbclid=IwZXh0bgNhZW0CMTAAAR2-HpPlkSYeDe5McjDQvyXELY_-5ysNYLJ9ElL_EW5LO9AP12DCjeDqg2E_aem_AdTjK8nNYE8cHqgj_Ux2sn7sbmxTV-hnb1SFSYGPIdpwT8U5vukUoA3wM4mwEukhtH5qYBFWBljRMIG-ZPyb2LN4)https://www.wsj.com/.../iphone-stolen-device-protection... (https://www.wsj.com/tech/personal-tech/iphone-stolen-device-protection-ios-update-bbe68a11?fbclid=IwZXh0bgNhZW0CMTAAAR2SK_5jD-_YrbLsx65RsiklS-zOffbmcVqexpvPxJ9Hh2S7p9lVwEahTS0_aem_AdSc_6d5F4CgEMupWAKVAPqvNPqCdXLPAs3si_BK1GdsQLMoDcb6F4TjRO4332KnJChw20r5b6CJ37OKNqmtAxot)https://twitter.com/lisaabramo.../status/1787605462759739600 (https://twitter.com/lisaabramowicz1/status/1787605462759739600?fbclid=IwZXh0bgNhZW0CMTAAAR0iRXefYwt2cwIWc-I27QAPl-BgXM1ODGYdD3V18tGvPXuHRtp2K6g1sjM_aem_AdSEoKlyfp8Pa9bsfgv0bnbQvesZBEhGCzLqY7tAoYN2-v63xzLGO3PxHkYwdnCWR_p9Jn7dJv2oFDW5YxXeNZSn)https://twitter.com/BruceZaro/status/1788299562266108300 (https://twitter.com/BruceZaro/status/1788299562266108300?fbclid=IwZXh0bgNhZW0CMTAAAR38-5Yhy8T6LKHa2v1lsj8MnF_XLMl0tZqZebkrxzPROdXp4gkR-Qptw50_aem_AdR_gE4WrFvJrkM81lG9Kapmoi1MS3G8_C8XXePeOmmvGBYPkX71nI9p6V-xl2He9jPy83HBgb2A9l5RfMX3wFxi)https://twitter.com/KevRGordon/status/1788243372278505794 (https://twitter.com/KevRGordon/status/1788243372278505794?fbclid=IwZXh0bgNhZW0CMTAAAR0XK-dtfc3rGxgB5zJvfISXyS5Uf3U_pOFew61Dx2DV8jy4c6-15lGp5-M_aem_AdSfD2sKcTAjmnP76APalxJb5Bxf2MQDvfwqNc3n6vM_bfU4w2Pwj94yQ2pKCTzgOvtNRHix_XXfa9-tB8QN7qFq)

    • 40 min
    The Independent Advisors Podcast Episode 250: Finding The Story Behind The Numbers with Special Guest, Callie Cox!

    The Independent Advisors Podcast Episode 250: Finding The Story Behind The Numbers with Special Guest, Callie Cox!

    Show Notes:* The Independent Advisors podcast welcomed market strategist Callie Cox to discuss year-to-date market performance and her background in finance journalism. Callie emphasized storytelling through data analysis and key themes investors should monitor: income, assets, debt, and considering inflation's impact beyond headline numbers. Callie covered sentiment analysis and economic indicators shaping investment strategies, cautioning against fixating on short-term predictions or market outperformance.* Long-term wealth-building strategies were favored over reactionary decisions based on emotional responses to daily news. Addressing investing uncertainties, Callie advised separating emotions from portfolio decisions and analyzing real-time trends alongside government metrics like PCE reports for a comprehensive view of inflation dynamics. She recommended following her insights on Twitter (@Calliabost) for ongoing updates and invaluable perspectives on financial markets.

    • 41 min
    The Independent Advisors Podcast Episode 249: Pain in the gains.

    The Independent Advisors Podcast Episode 249: Pain in the gains.

    Show Notes:• Blog post from Ryan Detrick “Volatility is the Toll We Pay to Invest”• Article by Melanie Waddell of Think Advisor “T+1 starts in May. Are you ready?"• Tweet from Matthew Miskin, Co-Chief Investment Strategist at JH Investments• Article from Bloomberg on Diverging Opinions on another Pullback

    • 48 min
    The Independent Advisors Podcast Episode 248: April Showers Bring...

    The Independent Advisors Podcast Episode 248: April Showers Bring...

    Show Notes:https://twitter.com/AndrewThrasher/status/1778057693908910553?https://www.cnbc.com/2023/11/14/these-behavioral-traits-lead-to-greater-retirement-savings-study-finds.html? (https://www.cnbc.com/2023/11/14/these-behavioral-traits-lead-to-greater-retirement-savings-study-finds.html?aoh=17000535397468&csi=0&referrer=https%3A%2F%2Fwww.google.com&ampshare=https%3A%2F%2Fwww.cnbc.com%2F2023%2F11%2F14%2Fthese-behavioral-traits-lead-to-greater-retirement-savings-study-finds.html)https://parentdata.org/theres-no-secret-option-c/

    • 34 min
    The Independent Advisors Podcast Episode 247: Health and Happiness After Retirement

    The Independent Advisors Podcast Episode 247: Health and Happiness After Retirement

    Show Notes:https://twitter.com/charliebilello/status/1776007989863817612?https://twitter.com/TimmerFidelity/status/1775158918307512762?https://www.thinkadvisor.com/2024/03/13/a-third-of-americans-are-not-happier-in-retirement-study/

    • 31 min
    The Independent Advisors Podcast Episode 246: How To Anticipate A Correction: DON"T.

    The Independent Advisors Podcast Episode 246: How To Anticipate A Correction: DON"T.

    Show Notes:Jessup Wealth Management (https://www.facebook.com/jessupwealthmanagement?comment_id=Y29tbWVudDo5MzI5MDAxMDU1MDI5MDRfNzk3MzI2MjEyMjgzNDcw&__cft__%5B0%5D=AZUUvgi1gYPIfqNDWLe7XvvqqvJAxuuFxx1QM3gI6z1OvqtnJjY4_lO9N4uowkGJmkcTGsU-CQ2d-RufECPONa0VTViZAJ6D7jlMyrLzF5VTfhpIzCGg-0L6TDwG0Zkbht4OCPPw_om5q0JJzw7IAp-QEx0urf8gGnOl0iEKKl6ko4LMkr43Of9McbU2Ulv3wFg&__tn__=R%5D-R)https://twitter.com/Todd_Sohn/status/1772607791217135725 (https://twitter.com/Todd_Sohn/status/1772607791217135725?fbclid=IwAR2xA3-_KmblJrSdWAoQwN7pCNRv8Np1-edpr7q9ANXX6DK-IhCsQMVa62M_aem_ATk8yOehyq7KyL4ZMsAx412QObm9TZ4eDes8lZ2-m1WFIpNYdedO4x9W-OiIQ0Oy1z7LE3fKCV7e54ucp8Id_S8w)?https://www.carsongroup.com/.../why-a-strong-start-to.../ (https://www.carsongroup.com/insights/blog/why-a-strong-start-to-2024-is-bullish-for-the-rest-of-the-year/?fbclid=IwAR1DzAILFY3xhZY5iLg7yNuoz5DCazf_Cnxf6621BT7P0OveZdsvDoTX1KI_aem_ATnOmi3XA7zxoq99lUsRASay5WGZUnchtUcQqDmnu3w90mV_4K7-bnEvnifzD9sJCPffhvJEnXCbRpj2V2ebvEkw)?https://twitter.com/jasongoepfert/status/1772252026165977279 (https://twitter.com/jasongoepfert/status/1772252026165977279?fbclid=IwAR0PyEFsubsvPNcP9DwhRaSUSVbyA4JK8PyhrqVA507_1ImKGxZn4i3jmAY_aem_ATkLLtE3yV0cOJIJoa5Mh7F0OZFC2Ed-h8zYTxcleFCWLzeHZmW_45tnEA63II-4yUCXOG9EKq3rGgEUGLNAtvZ3)?https://www.wsj.com/.../realtors-settlement-change-buy... (https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23?fbclid=IwAR2nuOIg80AMmR-oTa2hZFpXIkUNI7q789mXHnz0LdcZlHqbCLrT_iT5Ni8_aem_ATmyZVw9bWG0DM0E0Y61J2PPT4bULbglH8CIKWkfg7uIX2BeS0ox_qB0oPoMlXIbsWUtsEXUkP1eugyZuIaLcJjR)

    • 32 min

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