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
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 ...
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 ...
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
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 ...
Episode Summary:
Show Notes
We welcome Jeremy DeBenedictis, President of Alterra, and Ross Eisenberg, President of America’s Plastic Makers at the American Chemistry Council.
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:...
Show Notes:
Post on X from Subu Trade on 5.13.25 - https://x.com/SubuTrade/status/1922325201313816774
Post on X from Willie Delwiche on 5.13.25 - https://x.com/WillieDelwiche/status/1922255070084694318
No Taxes On Tips, Overtime, And Social Security? Not Exactly.
By: Kelly Phillips published on May 15th, 2025
GIVEAWAY!
Show Notes:
Positive Earnings With a Tariff Divide
Source: Charlie Bilello Research from 5/6/25
https://bilello.blog/2025/the-week-in-charts-5-6-25?
Source: Bloomberg Article on 5/6
https://www.bloomberg.com/graphics/2025-china-ship-cost-in-tariffs-trade-war/?
Goldman Says Bear Market Rallies Are the Norm
Source: Bloomberg article on 5/6/25
Show Notes:
X post by @isabelnet_sa on April 25, 2025
https://x.com/ISABELNET_SA/status/1915689168627175907
Xpost by bespoke investments
https://x.com/bespokeinvest/status/1915408647955337498
X post by Subu Trade 4/24
https://x.com/SubuTrade/status/1915444909500207391
Some Considerations for Key Labor Market Data
The Big Picture, Briefing.com
https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm
China Factory Activity Part 1
Source: ...
Get answers quickly:
How is the American Consumer?
How is the American Dollar?
How are US Treasuries?
How is the Housing Market?
Show Notes:
Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?
Show Notes:
Our first episode with JC, recorded on 3.4.2021:
https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-episode-87-interview-with-guest-co-host-jc-parets/
Show Notes:
https://youtu.be/FZMv4pNqAmo
Show Notes:
Hard vs Soft Data Explained
Source: Briefing.com Big Picture 3/28/25
https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm
Show Notes:
Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714?
Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/
BofA Fund Managers Survey, Rotation out of Stocks?
X Post from D’Elia Capital on...
Show Notes:
Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786?
Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893?
Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R
shownotes:
Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951?
Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890?
Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337?
Post on X from the Daily Chartbook on March 4th - https://x.com/dailychartbook/status/1896878287609344270?
We know fear is heightened right now. Hold tight to the data, research and what history's patterns tell us.
When the stock market rattles you, lean on your advisors.
#stocks #stockmarket #investing #economy #fear
https://youtu.be/aSFwiDiMvVw
https://www.jessupwealthmanagement.com/disclosures-page
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