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

March 4, 2021 37 min
Share
Mark as Played

1. “The Cathie Wood Report” by the Rotation Report [[link]]

2. Tweet from MacroCharts https://twitter.com/MacroCharts/status/1362008897100382212

3. Tweet from Ian McMillan https://twitter.com/the_chart_life/status/1362016287954731011

4. Tweet from Ryan Detrick https://twitter.com/RyanDetrick/status/1362865838974504961

5. Weekly research note from Charlie Bilello of Compound Advisors https://compoundadvisors.com/2021/6-chart-saturda...

Share
Mark as Played

Show Notes:

1. "The Best Story Wins" by Morgan Housel. [[link]]

2. “The Investment Strategy that Makes Your Life Easier” by Ben Carlson. https://awealthofcommonsense.com/2021/02/the-investment-strategy-that-makes-your-life-easier/

3."Unfortunate Investing Traits" by Morgan Housel. https://www.collaborativefund.com/blog/traits/

4. Tweet from Teddy Vallee (founder & CIO of Pervalle Global) https://twitter.co...

Share
Mark as Played

Mark & Matt Discuss the Following on Episode #84:

  • Pull backs, corrections & sell offs are normal in a bull market
  •  

  • Patience is key when investing
  •  

  • Saving 50% of every pay raise and the effect that has
  •  

  • Possibility of cancelling a portion of student loans
  •  

  • Required Minimum Distributions are back in 2021
  • Show Notes

    https://twitter.com/SeattleSun3/status/1358398453756219392/photo/1

    https://retirementfieldguide.com/the-sing...

    Share
    Mark as Played
    Share
    Mark as Played

    Mark & Aaron Discuss the Following on Episode #82:

  • Is taxing unrealized gains on the table?
  • How stocks have done under each president, since 1897
  • How long does it take to make $1 Million investing in the S&P 500? 
  • Are markets in a bubble?
  • Compound Interest
  • Building Wealth – A different take
  • Links to tweets and articles mentioned in this episode-

    pic.twitter.com/jKqvHhYv1z

    https://twitter.com/BrianFeroldi/status/135044236502728...

    Share
    Mark as Played

    Mark & Matt Discuss the Following on Episode #81:

  • Strong start to the year for stocks – historically bullish for the rest of the year
  • Looking for a sell off in stocks? One may already have happened the past few months.
  • Media noise can be detrimental to your portfolio. Don’t let it dictate investment decisions!
  • Revisiting the US Debt Conversation
  • 20 Important Personal Finance Topics
  • Twitter Accounts:

    @JessupWealth

    @MarkMcEv...

    Share
    Mark as Played

    Matt & Mark interview Callum Thomas- founder and managing shareholder of Topdown Charts.

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

    Share
    Mark as Played

     

    Mark & Matt Discuss the Following on Episode #79:

  • Stocks finish 2020 on a positive note
  • Shopping for homes, from home
  • Markets & Investing – 2020
  • What percent of the time is the S&P 500 Index positive?
  • A risk to your financial plan you may not be aware of
  • Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

    Share
    Mark as Played

    Matt and Mark Discuss the Following on Episode 78:

  • COVID 19- Stimulus Bill 2.0
  • Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

    Share
    Mark as Played

    Mark & Matt Discuss the Following on Episode #77:

     

  • Federal Reserve Committed to Current Programs
  • Burrito Maker Outperforming COVID Vaccine Developer
  • Financing a House or Buying it Outright?
  • Fear & Greed with Mainstream Media
  • Saving for a Large Purchase
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

    Share
    Mark as Played

    Mark & Matt Discuss the Following on Episode #76:

  • GDP in 2021
  • Effects of Central Bank Actions
  • CITI Bold Call on Markets
  • Who would have thought we would be at all-time highs by now back in March?
  • +10% return for stocks in November- bullish or bearish going forward?
  • Inflation and its impact on your financial plan
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

    Share
    Mark as Played

    Mark & Matt are joined by Adam Collins from Movement Capital on Episode #75:

  • The 60% Stock and 40% Bond Investment Portfolio
  • All time low bond yields
  • The always changing investment landscape
  • Keeping your financial life simple
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

    Share
    Mark as Played

     

    Matt & Aaron Discuss the Following on Episode #74:

  • Dow 30K
  • Markets Break Out to All Time Highs
  • Investor Sentiment Survey
  • 3 Stages of Growth for Investors
  • US Railroad Traffic
  • Beneficiary Considerations: Per Stripes or Per Capita?
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

    Share
    Mark as Played

    Matt & Aaron Discuss the Following on Episode #73:

  • Largest weekly inflows into stocks going back 20 years
  • Update on corporate insiders…are they buying or selling right now?
  • What are Chinese shipping rates telling us about the economic recovery?
  • US Manufacturing data update from the Philadelphia Federal Reserve Bank
  • Financial Planning topic of the week: When it makes sense to file your taxes married filing joint...
  • Share
    Mark as Played

     

    Mark & Matt Discuss the Following on Episode #72:

  • New Proposed Retirement Bill: Securing a Strong Retirement Act of 2020
  • Almost 50% of S&P 500 Stocks Trading at 6-Month Highs
  • Podcast Guest, Jeff Hoagland, from the Dayton Development Coalition, Discusses the State of the Economy in Dayton, OH.
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

    Share
    Mark as Played

     

    Mark & Matt Discuss the Following on Episode #71:

  • Looking More and More like Gridlock
  • The US Crash Confidence Index
  • What Can Investors Control?
  • New Highs for US Markets
  • ISM Manufacturing Index Update
  • Retirement Statistics for 2020
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

    Share
    Mark as Played

     

    Mark & Matt Discuss the Following on Episode #70:

  • Market Sell Off’s are Normal
  • Economic Recovery – Where Do We Stand?
  • Stock Market “Predictors” are Back in Full Force with People Who Have Been Bearish for a Decade
  • Tips for Year-End Financials
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

    Share
    Mark as Played

     

    Mark & Matt Discuss the Following on Episode #69:

  • New American Entrepreneurship is Booming
  • Long Term Mindset for Long Term Returns
  • The Federal Reserve Weighing a Digital Currency
  • Hedge Funds Continue to Struggle with Performance
  • Lifestyle Creep
  • www.jessupwealthmanagement.com

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

    Share
    Mark as Played

     

    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

     

    Share
    Mark as Played

    Chat About The Independent Advisors

    Advertise With Us

    Popular Podcasts

    True Crime Podcast Trailers
    The Breakfast Club
    The Breakfast Club
    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Angela Yee And Charlamagne Tha God!
    Fake Doctors, Real Friends with Zach and Donald
    Fake Doctors, Real Friends with Zach and Donald
    You know what's long, tedious and boring? Surgery. You know what isn't? This new podcast! Join Scrubs co-stars and real-life best friends Zach Braff and Donald Faison for a weekly comedy podcast where they relive the hit TV show, one episode at a time. Each week, these BFFs will discuss an episode of Scrubs, sharing behind-the-scenes stories and reminiscing on some of their favorite memories from filming. They’ll also connect with Scrubs super fans and feature beloved show cast members for exclusive interviews.

    For You

      Music, radio and podcasts, all free. Listen online or download the iHeartRadio App.

      Connect

      © 2021 iHeartMedia, Inc.