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
32episodes
Episodes
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The Independent Advisors Podcast Episode 361: Scary How Accurate They Are...
1w ago00:36:38Tap 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 $) #361 topics:Market performance & rates (01:49)Fed pause & rate outlook (03:37)Yields & housing pressure (18:44)Retail panic selling (22:53)High beta tech losses (24:26)Microsoft earnings jump (12:35)Down payment savings crisis (28:55)Minimum wage down payment gap (30:25)Ohio housing cost trends (32:03)Insider trading bill (16:28)Politician trade transparency (18:24)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 360: The Bubble Talk Nobody Fact-Checked
2w ago00:26:14Tap 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 $) Topics: Sector Rotation & Tech "Bubble" Narrative — Energy vs. Technology leadership data (12:09) Earnings Season Strength — beat rates, guidance trends (02:51) Volatility Seasonality & Q3 Risk — VIX trends, historical patterns (07:17) Seasonal & Historical Market Patterns — August/September weakness, strong Q4 outlook (05:34) Global Revenue & Currency Impact — S&P 500 foreign revenue share (14:55) Retirement & Financial Planning Insights — advisor engagement, retirement income shifts, common regrets (16:50)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 359: Diamond Hand
3w ago00:36:21Tap 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 $) #359 Topics: Market Performance & Macro Trends — indices, CPI report, Fed rate expectations (01:09) Equity Market Dynamics & Earnings Outlook — 2026 earnings growth, tech insider buying, semiconductor cash flow (15:18) Diversification & Asset Allocation Insights — Magnificent Seven underperformance, rotation opportunities (05:40) Long-Term Investment Themes & Market Narratives — dot-com comparison, tech volatility, AI infrastructure (08:46) Financial Planning: Trump Accounts Update — new kids' savings vehicle, eligibility, setup (27:29)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 358: "Can't afford to take risk off..."
4w ago00:26:18Tap 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 Ryan Detrick on 7.1.26 - https://x.com/RyanDetrick/status/2072147268589813875 Chart from JPMorgan Asset Management’s “Guide to Retirement” 2026 slide deck - https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/ Chart From JPMorgan Asset Management’s “Guide to Retirement” 2026 slide deck - https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/Article written by Jim Dahle on The White Coat Investor on June 9th titled “Great Reasons to have a Tax-Deferred Account” - https://www.whitecoatinvestor.com/tax-deferred-accounts/ Market Performance & Economic Insights — July market trends, midterm-year patterns (01:00)New "530A" Child Retirement Accounts — $1,000 government seed money for kids' IRAs (03:30)Retirement Spending Variability & Portfolio Management — spending fluctuations, stock allocation strategy (09:30)Tax-Deferred Accounts & Strategic Tax Planning — pre-tax vs. Roth, QCDs, medical deductions (18:00)Hosts:Mark McEvily - Chief Investment Officer and Managing PartnerMatthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing PartnerAddress: 35 Park Ave. Dayton, OH 45419Phone: 937-938-9105 https://www.jessupwealthmanagement.com/Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth
Transcribe →The Independent Advisors Podcast Episode 357: "Betting on Corporate America Usually Wins"
Jul 200:24:20Tap 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 $) First Half Market Returns — 01:38Positive Second Half Historical Data — 03:18July Seasonality/Earnings Season — 08:08Earnings Volatility (banks) — 21:26Contrarian Rate Cut View — 06:45Fed Inflation vs. Market Pricing — 09:36Record Profit Margins — 11:09Long-Term-Care Insurance Interest — 15:35Show Notes:Post on X from Ryan Detrick on June 30th - https://x.com/ryandetrick/status/2072145073123287148?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Post on X from Ryan Detrick on June 30th with regards to the end of Q2 - https://x.com/ryandetrick/status/2072152404204691612?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Post on X from Jeffrey Hirsch on June 26th - https://x.com/AlmanacTrader/status/2070552258027122870?s=20 Post on X from Rob Anderson back on January 26th this year - https://x.com/_rob_anderson/status/2014766234311553220?s=20 Article written by Christine Benz on Morningstar on August 11th 2025 titled “Does Long-Term-Care Insurance Add Up? - https://www.morningstar.com/retirement/does-long-term-care-insurance-add-up
Transcribe →The Independent Advisors Podcast Episode 356: Stay In Your Lane.
Jun 2500:29:47Tap 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 Randy Dunham on June 22nd - https://x.com/itmrandy/status/2069069113360633898 Post on X from Brian Feroldi on June 24th - https://x.com/BrianFeroldi/status/2069815175272681686
Transcribe →The Independent Advisors Podcast Episode 355: The Market Is Justified
Jun 1800:40:06Tap 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 Update & Fed Outlook (1:40–6:20) – Market performance, inflation data, and interest rate expectations. • Social Security Solvency (9:10–10:40) – Trust fund projections and potential benefit changes. • AI Spending & Tech Growth (13:30–15:00) – Rising AI infrastructure investment and its impact on tech stocks. • Consumer Wealth Trends (17:50–21:30) – Growth of the upper middle class and its influence on spending. • Bond Market Risks (23:30–26:50) – How interest rate changes affect bond prices and volatility. • College Savings Strategies (28:45–32:50) – Comparing 529 plans and brokerage accounts for education savings.Show Notes:Article from Lorie Konish on June 9th on CNBC titled “Social Security retirement trust fund may be depleted in 2032, new trustees report finds” with commentary from Kitces.com - https://www.cnbc.com/2026/06/09/social-security-trustees-report-depletion-dates.html Post on X from Ryan Detrick on June 15th - https://x.com/RyanDetrick/status/2066551008654762075 - Article by Dalvin Brown in the Wall Street Journal titled “The Financial Planning Expert Who’s Boycotting 529s for His Kids” - https://www.wsj.com/personal-finance/the-financial-planning-expert-whos-boycotting-529s-for-his-kids-6c3e32fc?st=KgKuSt&reflink=desktopwebshare_permalink- Article by Anna Garcia titled “Why Advisors don’t Recommend 529s” outlines a different approach - https://thecollegefinanciallady.com/2026/01/27/why-advisors-dont-recommend-529s/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 354: Not Over Yet!
Jun 1100:34:01Tap 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 $) · Market Pullback & Outlook (2:41)· Earnings Season Expectations (6:56)· SpaceX IPO & IPO Market Trends (7:28)· Fear, Volatility & Investor Behavior (8:25)· Technology Sector Momentum & Earnings Growth (11:16)· Historical IPO Activity & Market Context (17:04)· IPO Investing Considerations (20:02)· Tech Valuations vs. the Dot-Com Bubble (21:40)· Long-Term Perspective on Technology Investing (24:50)· Nine-Week Market Winning Streak Analysis (25:10)· Inheritance Spending & Wealth Transfer Risks (26:40)· Estate Planning & Preserving Family Wealth (29:50)· Market Sentiment & June Outlook (31:00)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 353: Lends to the Bulls
Jun 400:22:32Tap 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 $) 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-pageShow Notes:Post from Ryan Detrick on X on 5.3.26 - https://x.com/ryandetrick/status/2051041560565809579?Post on X from Astra Insights on May 1st - https://x.com/AstraInsights/status/2050185241453609222?s=20 Blog Post from The White Coat Investor on May 12th titled “4 Reasons Why We’re Spending Our HSA Money – And Why You Should Too - https://www.whitecoatinvestor.com/spend-hsa-money-now/
Transcribe →The Independent Advisors Podcast Episode 352: ft. Dayton Area Chamber of Commerce President & CEO, Chris Kershner
May 2800:33:53Tap 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 $) Economic diversification & regional growth — (11:06) Logistics & transportation expansion — (12:23) Healthcare & regional quality of life — (13:28) Local business support & community spending — (14:45) Workforce challenges, talent attraction & development — (19:37, 20:50, 23:18) Relationship-driven business culture & leadership — (22:02, 23:50, 26:59) Downtown Dayton redevelopment & urban core growth — (24:30, 25:41) Chamber strategy, events & member support — (28:15, 30:33)
Transcribe →