The Independent Advisors

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

Episodes

October 16, 2025 34 mins

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 (htt...

Mark as Played

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 (htt...

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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 m...

Mark as Played

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 (htt...

Mark as Played

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 (htt...

Mark as Played

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 (htt...

Mark as Played

#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 outperformance
  • Concerns about internation...
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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'
  • Consu...
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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 fro...

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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...

Mark as Played

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.

 

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select ...

Mark as Played

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.

 

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select ...

Mark as Played

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.

 

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select ...

Mark as Played

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.

 

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select ...

Mark as Played

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.

 

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select ...

Mark as Played

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.

 

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select ...

Mark as Played

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.

 

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select ...

Mark as Played

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

Mark as Played

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.

 

Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select ...

Mark as Played

Episode Summary:

Mark as Played

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