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 (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:

Blog Post from Matt Cerminaro on February 24th titled “The Craziest Stat of 2026” - https://chartkidmatt.com/p/the-craziest-stat-of-2026

IRS Tax Withholding Estimator

US-Israel strike on Iran & market reaction – VIX peaked mildly, institutional buying, investor confidence (03:24)

Midterm year volatility expectations – Weak early months, Q4 rebound, historical resilience (06:41)

Middle East conflicts & supply chain containment – Limited market disruption, quick recovery (09:23)

US dollar trends & international equity outlook – Unexpected 3.5–4% rebound, impact on global stocks, diversification advice (12:12, 14:30)

Mortgage rates & housing affordability – 30-year rates below 6%, improved buying conditions, sticky home prices (15:22, 16:30)

Tech sector (MAG7) valuation shifts – Low valuations vs. defensive sectors, potential buying opportunities (18:13, 21:20, 28:37)

Market technicals & behavioral insights – S&P 500 moving average contraction, disciplined investing, long-term perspective (22:33, 25:25)

Tax planning & IRS tools – Withholding estimator, biannual review, avoiding penalties (31:46, 33:15)

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