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.... Show More

Episodes

October 20, 2020 40 min

 

Mark & Matt Discuss the Following on Episode #68:

  • Q3 2020 Earnings Season Kicks Off
  • Predicting is HARD
  • Cash Instruments Earning Virtually Nothing with Low Interest Rates
  • Strong Start for the Market in Q4 2020
  • Common Estate Planning Mistakes
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

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    Mark & Matt Discuss the Following on Episode #67:

  • Fiscal Stimulus Update
  • Latest Global Growth Figures
  • How Stocks Perform During a 4-year Presidential Cycle
  • Fine Tuning Your Medicare Coverage During Annual Election Period
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

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    Mark & Matt Discuss the Following on Episode #66:

  • • Consumer Confidence Stronger than Expected• Companies Hoarding Cash• Open Enrollment Checklist
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

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    Mark & Matt Discuss the Following on Episode #65:

  • Update on Insider Buying & Selling
  • Heading into a Seasonally Strong Q4
  • Current Congressional Budget Office Projections
  • Don’t Let Politics get in the Way of Your Investing Plan
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

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    Mark & Matt Discuss the Following on Episode #64:

  • Stocks Continue Their Rocky September
  • Investing is All About Behavior and Psychology
  • Stock Returns Since Pandemic Label from WHO
  • Investor Sentiment Survey
  • Common Social Security Mistakes that Retirees Make
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

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    Mark & Matt Discuss the Following on Episode #63:

  • Ecommerce Penetration
  • The Largest Stocks in the S&P 500 by Market Cap
  • What is a SPAC (Special Purpose Acquisition Company)?
  • Money Printing & Inflation
  • Focus on the Long Term, When it Comes to Investing
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

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    Mark & Matt Discuss the Following on Episode #62:

  • Stocks sell off – largest decline since June
  • The risk free rate of return
  • A closer look at the S&P 500
  • 5 Phases of our Financial Lives
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

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    Mark & Matt Discuss the Following on Episode #61:

    • Stock Market Marches Higher in August

    • Accredited Investor Update

    • 12 Cheapest Cities for a Comfortable Retirement – ThinkAdvisor

    • Is There Such Thing as a Permanent Portfolio?

    • S&P 500 Sector Performance Year-To-Date

    • IRA Mistakes that Retirees Make

    www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

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    Mark & Matt Discuss the Following on Episode #59:
  • Performance of Tech Stocks and Long Term Bonds Over the Past 2 Years
  • Largest US Companies by Market Cap. 1960-Present
  • Yale's "Crash Confidence Reading"
  • The Continued Rise of E-Commerce
  • Differences between Exchange Traded Funds (ETFs) and Mutual Funds
  • Annuities: Consequences to Consider
  • www.jessupwealthmanagement.com

     

    Twitter Accounts:

    @JessupWealth

     

    @MarkMcEvily

    ...

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    Mark & Matt Discuss the Following on Episode #59:

  • No agreement yet on the second stimulus bill
  • Small Caps Turning Around?
  • Is the US Consumer starting to recovery?
  • Sadness and Euphoria in the Stock Market
  • Retirement Planning for the Gig Economy
  • www.jessupwealthmanagement.com

     

    Twitter Accounts:

    @JessupWealth

     

    @MarkMcEvily

     

    @matthewcjessup

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    Mark & Matt Discuss the Following on Episode #58:

  • $400 extra weekly unemployment benefits
  • Consumer Credit Update
  • Market Returns Under US Presidents (Democrat & Republican)
  • Treasury Yields Continue to Fall
  • Losing Fortunes
  •  

    www.jessupwealthmanagement.com

     

    Twitter Accounts:

    @JessupWealth

     

    @MarkMcEvily

     

    @matthewcjessup

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    Mark & Matt Discuss the Following on Episode #57:

  • US National Debt to GDP
  • GDP Update
  • Time in the market
  • Record Low Mortgage Rates
  • Market Performance with past Democratic Sweeps
  • Values – Based Budgeting
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    www.jessupwealthmanagement.com

     

    Twitter Accounts:

    @JessupWealth

     

    @MarkMcEvily

     

    @matthewcjessup

     

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    Mark & Matt Discuss the Following on Episode #56:

  • US & China Tiff
  • Corporate Insiders: Buying, Selling or Neutral?
  • Update on the housing market
  • The majority of stocks in the S&P 500 have a dividend yield greater than the 10 Year Treasury yield
  • Spending declines as we age
  • Misconceptions and clarifications surrounding “Risk”
  •  

    www.jessupwealthmanagement.com

     

    Twitter Accounts:

    @JessupWealth

     

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    Mark & Matt Discuss the Following on Episode #55:

  • Congress finalizing another stimulus bill
  • Biden Tax Proposal
  • Without health, retirement is very challenging
  • Endowments and their use
  • Timing the market is not as easy as people think
  • Nasdaq 100 2000 vs 2020
  • Volatility and Trade Volumes
  • The number of retail trading accounts opened in 2020 YTD vs 2019
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    www.jessupwealthmanagement.com

     

    Twitter Accounts:

    @Jes...

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    Mark & Matt Discuss the Following on Episode #54:

  • Q2 Index Performance
  • The ability to withstand drawdowns
  • The stock market is not the economy
  • Self-Control and Investing
  • Apple Share Buybacks
  • Historical Unemployment Levels
  • Will college be cheaper this year?
  •  

    www.jessupwealthmanagement.com

     

    Twitter Accounts:

    @JessupWealth

     

    @MarkMcEvily

     

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    Mark & Matt Discuss the Following on Episode #53:

  • Is the Fed’s response expected going forward?
  • Small Cap Stocks & The Economy
  • Cheese Demand
  • Big Tech & The S&P 500
  • AAII Sentiment Survey Update
  • More guidance on RMD’s for 2020
  •  

    www.jessupwealthmanagement.com

     

    Twitter Accounts:

    @JessupWealth

     

    @MarkMcEvily

     

    @matthewcjessup

     

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    Mark & Matt discuss the following on Episode #52

  • COVID-19 Case Count on the rise
  • Update on China Trade Deal
  • Mortgage Rate Update
  • Printing Money
  • Low Interest Rates and what they mean for bonds
  • Who sold stock in February & May?
  • View of the Recovery, By Blackstone
  •  

    www.jessupwealthmanagement.com

     

    Twitter Accounts:

    @JessupWealth

     

    @MarkMcEvily

     

    @matthewcjessup

     

     

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    Mark & Matt Discuss the Following on Episode #51:

  • Markets experience largest weekly decline since March
  • Number of Adults living at home climbs
  • Update on Housing
  • The US officially drops into recession according to the National Bureau of Economic Research
  • Is there a right time to buy stocks?
  • Relative Strength of US Markets
  • How unpaid debts are handled when a person passes away
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    www.jessupwealthmanagemen...

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    Mark & Matt Discuss the Following on Episode #50:

  • Stocks rally on May Job additions and lower than expected unemployment
  • Playing the “What If” Game with Investing is not ideal
  • Consumer Credit Drops by $68 Billion in April: What does that mean?
  • Forward Looking Gains
  • Automating your investing
  •  

    www.jessupwealthmanagement.com

     

    Twitter Accounts:

    @JessupWealth

     

    @MarkMcEvily

     

    @matthewcjessup

     

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    Mark & Matt Discuss the Following on Episode #49:

  • Stocks continue to rebound
  • Market Breadth: Are we starting to see more industries participate in the market’s recovery?
  • Personal savings rate spikes to a record high
  • Stocks move quickly from oversold to overbought
  • Tax Filing Deadline Reminder & what that means
  • Basics of ETFs (Exchange Traded Funds)
  •  

     

    www.jessupwealthmanagement.com

     

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