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

The Independent Advisors Podcast Episode 68: Strong Start for Q4, Predicting is HARD, Cash Earning instruments and Estate Planning Mistakes

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:

@matthewcjessup

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Episode 67: Stimulus Update, Global Growth Figures, Stocks During a 4-Year Presidential Cycle and Medicare Coverage

October 14, 2020 • 19 min

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:

@matthewcjessup

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Episode 66: Special guest, Aaron Cramer, explains everything you need to look out for when your employer begins open enrollment.

October 8, 2020 • 38 min

Mark & Matt Discuss the Following on Episode #66:

• Consumer Confidence Stronger than Expected• Companies Hoarding Cash• Open Enrollment Checklist

www.jessupwealthmanagement.com

Twitter Accounts:

@matthewcjessup

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Episode 65: Politics and it's Effects on the Market, Seasonally Strong Q4 and Predictions That Have Been Proven Wrong

September 30, 2020 • 32 min

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:

@matthewcjessup

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Episode 64: A Rocky September, Social Security Mistakes that Retirees Make and the Behavior and Psychology Involved in Investing

September 22, 2020 • 31 min

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:

@matthewcjessup

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Episode 63: Ecommerce Penetration, Largest Stocks in S&P 500, SPAC and Printing Money

September 16, 2020 • 34 min

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:

@matthewcjessup

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Episode 62: Stocks Sell Off, A Closer Look at the S&P 500 and 5 Phases of Our Financial Lives

September 10, 2020 • 38 min

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:

@matthewcjessup

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Episode 61: A Strong August in the Stock Market, Mistakes Retirees Make, and Accredited Investor Updates

September 1, 2020 • 47 min

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:

@matthewcjessup

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Episode 60: Tech Stocks, Company Name Game, Crash Confidence and Annuities: Consequences to Consider

August 25, 2020 • 38 min

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

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Episode 59: Second Stimulus Bill, Consumer Recovery, Sadness and Euphoria in the Stock Market, Gig Economy

August 19, 2020 • 31 min

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:

@matthewcjessup

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Episode 58: Consumer Credit Update, Market Returns under both political parties, Losing Fortunes

August 12, 2020 • 35 min

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:

@matthewcjessup

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Episode 57: GDP Update, Time in the market, Values Based Budgeting

August 5, 2020 • 33 min

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

www.jessupwealthmanagement.com

Twitter Accounts:

@matthewcjessup

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Episode 56: China Tiff, Housing Market Strength, Income, Misconceptions about Risk

July 29, 2020 • 31 min

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”

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Episode 55: No wealth without health, timing the market, .com comparisons, concentrated stock positions

July 23, 2020 • 29 min

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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Episode 54: Strong Q2, Returns & Volatility, Stock Market Is Not the Economy, Buybacks, College Costs

July 16, 2020 • 34 min

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?

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Episode 53: Expected Stimulus, Small Caps, Big Tech, More Relief for RMD's in 2020

July 2, 2020 • 31 min

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:

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Episode 52: COVID Cases Rise, Printing Money, Low Interest Rates

June 26, 2020 • 34 min

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

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Twitter Accounts:

@matthewcjessup

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Episode 51: Largest sell off since March, Update on housing, Officially in a recession, Buying stocks, Unpaid debts after death

June 18, 2020 • 31 min

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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Episode 50: Stocks rally on, The "What If" Game, Consumer Credit Update, Automating your Investments

June 11, 2020 • 26 min

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:

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Episode 49: Market Breadth, Personal Savings Rate, Tax Filing Deadline Reminder, Basics of ETFs

June 7, 2020 • 27 min

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)

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