The Independent Advisors

Mark McEvily
  • 4.8 (35)
  • Investing
  • Updated Biweekly

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. 1d ago

    Episode 372 - A Signal Not Seen Since the Financial Crisis

    Episode 372 of The Independent Advisors Podcast: A Signal Not Seen Since the Financial Crisis. Mark and Matt cover a credit market signal not seen since before the financial crisis: stocks near highs while junk bonds and housing stocks diverge. They break down what credit spreads are and why they’ve been rising, a historical pattern showing stocks often lag after this setup, Q4 seasonality, record corporate profits as a share of GDP, and sustained strength in US manufacturing. They close with a look at how dependent Americans are on Social Security across income levels. This podcast is for informational purposes only and does not constitute tax, legal, or financial advice. Advisory services are offered through Jessup Wealth Management, an SEC Registered Investment Advisor. 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!

    Episode 372 - A Signal Not Seen Since the Financial Crisis

  2. Oct 8

    Episode 371 of The Independent Advisors Podcast: A Seasonal Setup Worth Watching

    Mark and Matt cover the start of the strongest two-month stretch for stocks during a midterm year, a bearish Barron's magazine cover arriving alongside weak market breadth, and Q3 earnings growth estimates. They also look at a historically low reading on consumer sentiment and what it has meant for forward returns, surging US and China money supply, and a sharp selloff in municipal bonds. Taylor Ledbetter joins for the financial planning topic on a new financial risk facing teens and young adults: the rapid rise of online gambling and prediction markets. This podcast is for informational purposes only and does not constitute tax, legal, or financial advice. Advisory services are offered through Jessup Wealth Management, an SEC Registered Investment Advisor. 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!

    Episode 371 of The Independent Advisors Podcast: A Seasonal Setup Worth Watching

  3. Oct 1

    Episode 370: The Bullish Case for Bad News

    Episode 370 of The Independent Advisors Podcast: The Bullish Case for Bad News. Mark covers a historic rush into money market funds and cash-like ETFs, at levels historically associated with major market bottoms. He also looks at what history actually says about stocks after the Fed's first rate hike, a wave of bearish sentiment on AI that could be a contrarian signal, and where the market expects interest rates a year from now. The episode closes with a financial planning topic on how much cash to keep in an HSA. This podcast is for informational purposes only and does not constitute tax, legal, or financial advice. Advisory services are offered through Jessup Wealth Management, an SEC Registered Investment Advisor. 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!

    Episode 370: The Bullish Case for Bad News

  4. Sep 24

    Episode 369: What History Says About Fed Rate Hikes.

    Matt covers a big week for the Fed, breaking down the first interest rate hike in three years and what it could mean for markets. He also looks at a fresh reading on M2 money supply growth, a rare and historically negative correlation between stocks and bond yields, and a historical dataset that runs against the common narrative, showing stocks have actually performed better after Fed rate hikes than after Fed rate cuts. The episode closes with a look at household net worth growth by income tier since 2019. This podcast is for informational purposes only and does not constitute tax, legal, or financial advice. Advisory services are offered through Jessup Wealth Management, an SEC Registered Investment Advisor. 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!

    Episode 369: What History Says About Fed Rate Hikes.

  5. Sep 17

    The Independent Advisors Podcast - Episode 368: Legacy Giving with The Dayton Foundation

    Episode 368 of The Independent Advisors Podcast: Legacy Giving with The Dayton Foundation. This special episode steps outside the usual market conversation for a conversation with Mike Parks, President and CEO of The Dayton Foundation, and Michelle Lovely, Senior Vice President of Development and Donor Services at The Dayton Foundation. The conversation covers the Great Wealth Transfer and what it could mean for the region, the real difference between legacy giving and planned giving, practical first steps for setting up a legacy gift, and true stories of the impact legacy gifts have made locally. -- This podcast is for informational purposes only and does not constitute tax, legal, or financial advice. Advisory services are offered through Jessup Wealth Management, an SEC Registered Investment Advisor. 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!

    The Independent Advisors Podcast - Episode 368: Legacy Giving with The Dayton Foundation

  6. Sep 10

    The Independent Advisors Podcast Episode #367: Is the Market Really Expensive?

    Episode 367 of The Independent Advisors Podcast: Is the Market Really Expensive? Matt covers oil prices crossing $100 a barrel amid Middle East tensions, a stronger than expected jobs report, and rising Treasury yields. He then breaks down market valuations in detail, arguing the market isn't as expensive as headlines suggest once you factor in interest rates and earnings growth, and highlights the S&P 500's PEG ratio sitting near a 30-year low. The episode closes with a first-of-its-kind data point: the Magnificent Seven are now negatively correlated with market momentum stocks. This podcast is for informational purposes only and does not constitute tax, legal, or financial advice. Advisory services are offered through Jessup Wealth Management, an SEC Registered Investment Advisor. 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!

    The Independent Advisors Podcast Episode #367: Is the Market Really Expensive?

  7. Sep 3

    The Independent Advisors Podcast - Episode 366: September Seasonality and the Presidential Cycle

    Episode 366 of The Independent Advisors Podcast: September Seasonality and the Presidential Cycle. Mark and Matt cover August's market performance and what history says tends to happen next, along with an update on the four-year presidential cycle and the historically stronger stretch that tends to follow in the fall. Also covered: why industrials, not tech, is currently the most expensive sector in the S&P 500 by valuation, a record share of consumer spending now going toward hobbies, and what missing the market's best days can cost a long-term investor. The episode closes with a financial planning topic on naming a trusted contact on your investment accounts as a safeguard against fraud. This podcast is for informational purposes only and does not constitute tax, legal, or financial advice. 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! Advisory services are offered through Jessup Wealth Management, an SEC Registered Investment Advisor

    The Independent Advisors Podcast - Episode 366: September Seasonality and the Presidential Cycle

  8. Aug 27

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

    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 Saving for Retirement The Thrift Savings Plan

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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

Information

  • Creator
    Mark McEvily
  • Years Active
    2019 - 2026
  • Episodes
    299
  • Rating
    Clean
  • Copyright
    © Copyright 2026 The Independent Advisors
  • Show Website
    The Independent Advisors

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