The Independent Advisors
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
The Independent Advisors Podcast Episode 338: It doesn't always make sense.
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 t...
The Independent Advisors Podcast Episode 337: "This time really is different"
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...
The Independent Advisors Podcast Episode 336: Luxury Travel Agent, Lauren Kroger
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 t...
The Independent Advisors Podcast Episode 335: Bulls Are Sleeping Good At Night
Show Notes:
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 yo...
The Independent Advisors Podcast Episode 334: Survey Says....
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...
The Independent Advisors Podcast Episode 333: Jessup Wealth Management, 2026 Outlook
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 surve...
The Independent Advisors Podcast Episode 333: Jessup Wealth Management, 2026 Outlook
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 surve...
The Independent Advisors Podcast Episode 332: 2025, A Year of Surprises
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!
...
The Independent Advisors Podcast Episode 331: “The best time to buy real estate is always five years ago.”
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!
The Independent Advisors Podcast Episode 330: The High Cost of Sitting Out the Market
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...
The Independent Advisors Podcast Episode 329: The Pivot That Could Ignite a Super-Cycle
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...
The Independent Advisors Podcast Episode 328: Don't come crying to us if you're underallocated to equities...
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!
The Independent Advisors Podcast Episode 327: Strong Earnings, Shaky Sentiment
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!
...
The Independent Advisors Podcast Episode 326: The JWM Advantage
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!
...
The Independent Advisors Podcast Episode 325: Booze in the Punch Bowl
Show Notes:
Cash is still pouring into money market funds…
https://x.com/MikeZaccardi/status/1984585372366750138
S&P 500 Index vs. S&P 500 Equal Weight…
https://x.com/dailychartbook/status/1985380197089370155
A Fed Cut in December?
Source: Briefing.com “The Big Picture”
https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm
Tech Performance YTD
Source: X Post from The Trading Initiative on 11/3
https://x.com/howtoswingtrade/status/1985521724297761236
Don’t Mix Politi...
The Independent Advisors Podcast Episode 324: "Wall Street's Playbook"
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...
The Independent Advisors Podcast Episode 323: Buying when it's uncomfortable - Age of a bull market vs it's potential - Is gold dead money - Inflation trickle effect
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 q...
The Independent Advisors Podcast Episode 322: The market can change on a dime-- that's part of the fun!
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 t...
The Independent Advisors Podcast Episode 321: All systems go for the bulls
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!
...
The Independent Advisors Podcast Episode 320: Dayton, OH. The Crossroads of America With Guest, Cory Earl!
This week we will be joined by Cory Earl, President & Publisher of the Dayton Business Journal.
With over a decade of leadership in Dayton’s business community, Cory brings unique insights into the current state of the Dayton economy, the industries driving growth, and the challenges and opportunities shaping our region’s future.
Tune in to hear Cory’s perspective on how the DBJ supports local business, what’s fueling Dayton’s momentum, and where we go from here.
https://app.precisefp.com/w/r37knl
The Independent Advisors Podcast Episode 319: Every Yes is a No to something else.
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 t...
The Independent Advisors Podcast Episode 318: Yesterday’s wisdom, tomorrow’s wealth.
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...
The Independent Advisors Podcast Episode 317: Room to Run
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 t...
The Independent Advisors Podcast Episode 316: Seasonality in Vogue
#316 topics:
September Historically Weak
Current market positioning: No significant pullback since April lows, creating potential opportunity for buyers during September weakness.Contrarian perspective: Excessive focus on September weakness in media might indicate potential for better-than-expected performance.Currency and International Markets
Dollar weakness driving international outperformanceConcerns about international markets' ability to maintain outperformance due to shorter work weeks and slower growth rates compared to US.Housing Market Dynamics
Supply-demand imbalance: Redfin data shows 508,000 more home sellers than buyers in June 2024.Despite higher mortgage rates, household debt service remains below historical...The Independent Advisors Podcast Episode 315: Investment fads come and go...
Post on X from Frank Cappelleri on 8/11 - https://x.com/FrankCappelleri/status/1954978003668078791
Post on X from Jay Kaeppel on 8.15 - https://x.com/jaykaeppel/status/1956367983506305188
Democratizing Access to Alternative Assets For 401(k) Investors
https://www.whitehouse.gov/presidential-actions/2025/08/democratizing-access-to-alternative-assets-for-401k-investors/
#315 topics:
Warning against chasing 'the next big thing'Consumer confidence data indicating bullish implicationsBerkshire Hathaway's cash position analysisNew homes cheaper than existing homes for the first time ever.Donald Trump's Executive Order allowing alternative investments in 401(k) plans.If you’ve b...
The Independent Advisors Podcast Episode 314: 'Follow the trend - don't fall in love with the trend.'
Show Notes:
Post on X from Mike Zaccardi on 8.13 - https://x.com/MikeZaccardi/status/1955722314433126899
Post on X from Jay Kaeppel on 8/11 - https://x.com/jaykaeppel/status/1954864380828361192?
s=12&t=Godkt5FzuqWcmpmvo2G5Jg
Post from Jeff Hirsch on 8.20 that shows the historical seasonality of the VIX from 1990-2024 - https://jeffhirsch.tumblr.com/post/792429184710557696/volatility-low-in-vix-historically-rises-to-an
Article from Health System Tracker by Jared Ortaliza, Matt McGough and Kaitlyn VU titled “How much and why ACA Marketplace premiums are going up in...
The Independent Advisors Podcast: A friendly bet - Here's how it turned out!
A few episodes back, Matt and Mark discussed how market forecasts and predictions can mislead investors and harm their mindset. The truth is, no one can say with certainty where the stock market will go. In fact, Mark joked that his 2-year-old daughter, Mia, has just as good a shot at predicting the market’s year-end 2025 performance as any professional. That led to a friendly bet—Mia would make her own forecast for the end of 2025. Here’s how it turned out.
Listen: https://www.jessupwealthmanagement.com/podcast
Watch: https://www.youtube.com/ch...
The Independent Advisors Podcast Episode 313: "This rally is hated, and I love it!"
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. 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.
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Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!
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There’s a quick survey to fill out that will help guid...
The Independent Advisors Podcast Episode 312: Gotcha Events
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. 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.
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Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!
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There’s a quick survey to fill out that will help guid...
The Independent Advisors Podcast Episode 311: God Bless America
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. 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.
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Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!
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There’s a quick survey to fill out that will help guid...
The Independent Advisors Podcast Episode 310: In Case You Didn't Know...
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. 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.
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Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!
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There’s a quick survey to fill out that will help guid...
The Independent Advisors Podcast Episode 309: Value Trap... Some stocks are cheap for a reason.
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. 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.
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Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!
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There’s a quick survey to fill out that will help guid...
The Independent Advisors Podcast Episode 308: Bullish all over the place.
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. 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.
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Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!
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There’s a quick survey to fill out that will help guid...
The Independent Advisors Podcast Episode 307: Opposite Day
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. 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.
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Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!
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There’s a quick survey to fill out that will help guid...
The Independent Advisors Podcast Episode 306: Portfolio Summits Panel Discussion Led by Mark McEvily
Get ready for a special episode as Mark McEvily takes the mic live from a recent investment conference where he led a high-powered panel discussion on the 2025 market outlook.
On the Panel: Scott Martin, CIO of Kingsview Partners, and Travis Upton, CEO & Partner of The Joseph Group
The Independent Advisors Podcast Episode 305: Bucking The Trend
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. 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.
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Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!
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There’s a quick survey to fill out https://app.precisefp...
The Independent Advisors Podcast Episode 304: May Had Bulls Smiling
Episode Summary:
The Independent Advisors Podcast Episode 304: May Had Bulls Smiling
Episode Summary:
The Independent Advisors Podcast Episode 303: Market Temperature
Show Notes
The Independent Advisors Podcast Episode 302: Do More with Less - The Plastics Industry
We welcome Jeremy DeBenedictis, President of Alterra, and Ross Eisenberg, President of America’s Plastic Makers at the American Chemistry Council.Â
We’re diving into a topic that impacts nearly every aspect of modern life — plastics. From the packaging that protects our food to the components in our vehicles, medical equipment, and technology, plastics play a vital role in the American economy and our daily routines
Learn More:
https://www.alterra360.com/
https://www.linkedin.com/company/alterraenergy/
@AlterraEnergy on X
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