177 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 • 30 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 178: The Stock Market Is Not The Economy

    The Independent Advisors Episode 178: The Stock Market Is Not The Economy

    Show Notes:Tweet from Nick Reece -https://twitter.com/nicholastreece/status/1564961807793618946Tweet from @CramerTracker - https://twitter.com/CramerTracker/status/1591117717687635968Article by Peter Rudegair “Day Traders Go Back To Their Day Jobs -https://www.wsj.com/articles/day-traders-go-back-to-their-day-jobs-as-stock-market-swoons-11666148094Blog post by Ben Carlson -https://awealthofcommonsense.com/2022/11/the-sp-500-is-not-the-economy/Blog post on Housing Prices by Bill McBride -https://calculatedrisk.substack.com/p/case-shiller-fhfa-house-prices-indexes

    • 25 min
    The Independent Advisors Episode 177: Spiking The Football

    The Independent Advisors Episode 177: Spiking The Football

    Tweet by Tom McClellan -https://twitter.com/McClellanOsc/status/1588937209297928192Article from the WSJ -https://www.wsj.com/articles/government-officials-invest-in-companies-their-agencies-oversee-11665489653Social Media:Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter: @Jessupwealth

    • 48 min
    The Independent Advisors Episode 176: Trading Stories with Guest, AJ Conway!

    The Independent Advisors Episode 176: Trading Stories with Guest, AJ Conway!

    AJ is the Head of European Fixed Income Trading at WH Trading LLC. He shares his trading stories and what he’s learned within his 6 years in the financial industry. Former UD Fyler comes to us live from across the pond!Options are not suitable for all investors. Typically, commissions are charged for options transactions. Transaction costs may be significant in multi-leg option strategies, including collars, as they involve multiple commission charges. Please contact your financial advisor for a copy of the Options Disclosure Document (ODD).Bonds are subject to availability and market conditions; some have call features that may affect income. Bond prices and yields are inversely related: when the price goes up, the yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity.This recording is intended strictly for educational purposes and is not a recommendation for or against cryptocurrency.

    • 51 min
    The Independent Advisors Episode 175: Today is already priced in.

    The Independent Advisors Episode 175: Today is already priced in.

    Show Notes:Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1584174378518212608Blog Post from Michael Batnick -https://theirrelevantinvestor.com/2022/10/25/stocks-bottom-first/Tweet from WSBChairman -https://twitter.com/WSBChairman/status/1581002420381179904Tweet by Game of Trades -https://twitter.com/GameofTrades_/status/1589316685378379778Tweet by ZeroHedge -https://twitter.com/zerohedge/status/1588150555548868610

    • 23 min
    The Independent Advisors Episode 174: The spring is loaded.

    The Independent Advisors Episode 174: The spring is loaded.

    Show Notes:Article from Financial Advisors Magazine's, Alexis Leondis -https://www.fa-mag.com/news/delaying-your-social-security-has-rarely-been-this-profitable-70234.html?section=40Tweet by Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/1585961494713438208Article From VettaFI/Advisor Perspective's Javier Simon -https://www.advisorperspectives.com/articles/2022/09/28/529-plan-contribution-limits-for-2022?topic=529-college-planning&utm_source http://fa-mag.com/The fees, expenses, and features of 529 plans can vary from state to state. 529 plans involve investment risk, including the possible loss of funds. There is no guarantee that an education-funding goal will be met. In order to be federally tax-free, earnings must be used to pay for qualified education expenses. The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient’s marginal rate and subject to a 10 percent penalty. By investing in a plan outside your state of residence, you may lose any state tax benefits. 529 plans are subject to enrollment, maintenance, and administration/management fees and expenses

    • 33 min
    The Independent Advisors Episode 173: Time is money.

    The Independent Advisors Episode 173: Time is money.

    Show Notes:Article from Jenny Surance and Katherine Doherty -https://www.fa-mag.com/news/recession-warnings-are-hard-to-find-in-bofa-earnings-70182.html?section=3Article by Andy Friedman -https://www.fa-mag.com/news/andy-friedman-says-secure-2-0-should-pass-after-midterms-70158.html?section=3Article by Retire Before Dad -https://www.retirebeforedad.com/time-and-money/Article in Bloomberg -https://www.bloomberg.com/news/articles/2022-10-23/after-13-trillion-stock-crash-traders-are-ready-to-fight-back http://mag.com/Social Media:Facebook/LinkedIn: @JessupwealthmanagementInstagram/Twitter: @Jessupwealth

    • 35 min

Customer Reviews

4.8 out of 5
30 Ratings

30 Ratings

MMM12316 ,

Great Financial Podcast

Great listen! Very insightful on macroeconomics.

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.

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