119 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
    • 4.8 • 28 Ratings

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 Episode 120: Investing is risky. NOT investing is riskier!

    The Independent Advisors Episode 120: Investing is risky. NOT investing is riskier!

    Show Notes:1. Tweet from George Maroudas - [[link]] 2. Tweet from Josh Lehner -https://twitter.com/lehnerjw/status/14486716019945717893. Tweet from Javier Blas -https://twitter.com/JavierBlas/status/14487295179676917774. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/14414545992572231755. Update on the US consumer from Bloomberg -https://www.bloomberg.com/features/how-to-invest-10k/?srnd=premium&sref=KaV2wJ0v6. Recent comments from Jamie Dimon -https://www.cnbc.com/2021/10/11/jpmorgans-dimon-says-supply-chain-hiccups-will-soon-ease-points-to-extraordinary-consumer-demand.htmlTwitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)

    • 35 min
    The Independent Advisors Episode 119: 2008 changed a generation of investors

    The Independent Advisors Episode 119: 2008 changed a generation of investors

    1. Tweet from Joe Fahmy -https://twitter.com/jfahmy/status/1446456475459665925?s=112. Tweet from “Interested Observer” -https://twitter.com/observationdesk/status/1445746156953210897?s=113. Article from Ryan Detrick of LPL Research -https://twitter.com/RyanDetrick/status/14458014849693941834. Blog post written by Nick Maggiulli -https://ofdollarsanddata.com/the-broken-clock/Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)

    • 46 min
    The Independent Advisors Episode 118: What Great Rotation?

    The Independent Advisors Episode 118: What Great Rotation?

    Show Notes1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/3. Another blog post by Ben Carlson -https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/?4. Tweet from Bullish Rippers -https://twitter.com/bullishrippers/status/1444151176690348032?s=115. Article written by Roxanne Alexander, CFP -https://www.kiplinger.com/personal-finance/shopping/cars/603366/should-i-buy-or-lease-a-car?Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)

    • 43 min
    The Independent Advisors Episode 117: Today's number is tomorrow's story

    The Independent Advisors Episode 117: Today's number is tomorrow's story

    1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/3. Another blog post by Ben Carlson -https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/?4. Article from Roxanne Alexander, CFP -https://www.kiplinger.com/personal-finance/shopping/cars/603366/should-i-buy-or-lease-a-car?Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)

    • 43 min
    The Independent Advisors Episode 115: The 60/40 Portfolio

    The Independent Advisors Episode 115: The 60/40 Portfolio

    Show Notes:Michael Rosen, CIO of Angeles Investments and Angeles Wealth -h (https://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-reached-its-expiration-date.html)ttps://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-reached-its-expiration-date.htmlTweet from Ali Wolf - Chief Economist at Zonda -https://twitter.com/aliwolfecon/status/1433889711186071554?s=11Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1433043551445786624Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)

    • 37 min
    The Independent Advisors Podcast Episode 114: Warning of the Week

    The Independent Advisors Podcast Episode 114: Warning of the Week

    1. Supply chain update from CNBC -
    https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-commentary.html?&qsearchterm=supply%20chain
    2. Tweet by Charlie Bilello -
    https://twitter.com/charliebilello/status/1431346985135640581?s=11
    3. Tweet by Sarah Ponczek -
    https://twitter.com/sarahponczek/status/1427245203077881867?s=11
    4. Article about millennials turning to professionals -
    https://www.wealthmanagement.com/client-relations/survey-millennials-increasingly-turn-financial-advisors
    5. Article from LPL Research -
    https://lplresearch.com/2021/08/31/here-comes-the-worst-month-of-the-year-2/
    6. Tweet by Ryan Detrick -
    https://twitter.com/RyanDetrick/status/1423258039482822658
    7. Article from Ben Carlson -
    https://awealthofcommonsense.com/2021/07/there-is-no-such-thing-as-a-normal-market-environment/
    8. Article from CNBC -
    https://www.cnbc.com/2021/09/01/why-your-checking-and-savings-accounts-should-be-at-different-banks.html?&qsearchterm=checking%20savings
     
    Twitter Handles:
    Jessup Wealth Management (@JessupWealth)
    Mark McEvily (@MarkMcEvily)
    Matthew Jessup (@matthewcjessup)

Customer Reviews

4.8 out of 5
28 Ratings

28 Ratings

Ima listener ,

A Must Listen to Show!

Mark and Matt are great hosts who speak on much needed to hear topics! I really recommend giving them a listen!

GNP Investors LLC ,

Good professional market overall

These guys do a nice job reviewing the current state of all the markets both locally and globally looking forward to next week! Thanks gentlemen.

JVMorris ,

Comprehension

I think it’s great you guys are doing this. Maybe this is great for those that are market savvy, but for the average Joe like me, I don’t follow 60% of what is talked about on the show. I don’t understand most of the terms that are used on the show or why most of the topics are brought up on the show or why they are important to me, or how maybe the information could apply to me.

Top Podcasts In Business

You Might Also Like