Podcast
The Independent Advisors
Hosted by Mark McEvily · EN
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
22episodes
Episodes
Newest firstAll episodes
The Independent Advisors Podcast Episode 351: Advantageous Ways to Invest in Certain Rate Environments
1w ago00:49:37Tap to summarizeIf 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 $) #351 Topics• Market Performance & Interest Rates (02:58–07:38, 23:58–24:32) YTD market gains, rising Treasury yields, and higher rates not necessarily hurting stocks • Sector Trends & Active Management (18:17–19:45, 30:34) Tech/semiconductors leading markets; managers becoming more cautious • Investor Psychology (13:47) Focus on staying invested rather than timing the market • Inflation Pressures (10:57, 27:21) Commodity, oil, and trucking costs keeping inflation elevated • Trump IRA Program (37:50–46:02) New retirement savings plan with federal matching contributions • M&A & IPO Activity (08:45–09:50) Utility merger news and rising IPO activity like SpaceX • Earnings & Volatility (33:57–35:20) Strong earnings supporting markets despite volatility concerns
Transcribe →The Independent Advisors Podcast Episode 350: Melt Ups
2w ago00:39:16Tap to summarizeIf 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 $)
Transcribe →The Independent Advisors Podcast Episode 349: What the Markets Signaling
3w ago00:31:42Tap to summarizeIf 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 investingShow 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
Transcribe →The Independent Advisors Podcast Episode 348: Face The Facts
Apr 3000:30:28Tap to summarizeIf 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! LifeLock Promo Code: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 $) #348 Topics:Increasing Earnings EstimatesNew Fed Chair’s impact on market behaviorMay Jobs Report Oil Supply updateCME Rates
Transcribe →The Independent Advisors Podcast Episode 347: We Love A Motivated C Suite
Apr 2300:21:35Tap to summarizeIf 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 X from Matt Cerminaro, who we have had on the podcast before, on 4.15.26 - https://x.com/mattcerminaro/status/2044546097230626819 Chart from Ryan Detrick from Carson Investment Research on 4.10.26 - https://x.com/ISABELNET_SA/status/2044699590130090009
Transcribe →The Independent Advisors Podcast Episode 346: Proving Points
Apr 1600:28:54Tap to summarizeIf 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)
Transcribe →The Independent Advisors Podcast Episode 345: Powder Keg
Apr 900:30:00Tap to summarizeIf 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 PartnerAddress: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page
Transcribe →The Independent Advisors Podcast Episode 344: Compelling Markets
Apr 200:38:01Tap to summarizeIf 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?
Transcribe →The Independent Advisors Podcast Episode 343: Volatility does not equal bad.
Mar 2600:30:22Tap to summarizeIf 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 NotesArticle from David Harrell on Morningstar titled “Don’t Fall for This Common Dividend Mistake When Investing for Retirement” on 10/30/2025 - https://www.morningstar.com/retirement/dont-fall-this-common-dividend-mistake-when-investing-retirement Post on X from Ryan Detrick on 3.20.26 - https://x.com/RyanDetrick/status/2035042415774511545 Financial Planning Topic of the Weekhttps://www.plancorp.com/blog/mega-backdoor-roth343 Topics: Oil shocks ≠ long-term losses: Markets have historically delivered strong gains following major oil price spikesCorrections are healthy: Multiple pullbacks per year are typical, even in strong bull marketsDividend yield ≠ total return: High yields can be misleading if price declines offset incomeCovered call ETFs trade growth for income: Higher yields come with capped upside and often lower total returnsPullbacks can be buying opportunities: Retests of prior highs often act as strong entry pointsMega Backdoor Roth = major opportunity: High earners can significantly boost tax-free retirement savings if their plan allows it
Transcribe →The Independent Advisors Podcast Episode 342: Humbling Markets
Mar 1900:33:04Tap to summarizeIf 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
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