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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 87: Interview with, Guest Co-Host, J.C. Parets
March 4, 2021 • 37 min

Twitter Handles:

Jessup Wealth Management (@JessupWealth) / Twitter

Mark McEvily (@MarkMcEvily) / Twitter

Matthew Jessup (@matthewcjessup) / Twitter

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The Independent Advisors Podcast Episode 86: Like it or not, we are in an uptrend!
February 23, 2021 • 33 min

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...

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The Independent Advisors Podcast Episode 85: Recovery, Strength & Mistakes
February 18, 2021 • 50 min

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...

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The Independent Advisors Podcast Episode 84: Patience is key
February 11, 2021 • 29 min

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...

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    The Independent Advisors Podcast Episode 83: The Short Squeeze Saga
    February 2, 2021 • 38 min
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    The Independent Advisors Podcast Episode 82: Are Markets in a Bubble?
    January 28, 2021 • 34 min

    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...

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    The Independent Advisors Podcast Episode 81: A Bullish 2021, Looking for a Sell Off in Stocks, Media Noise and 20 Finance Tips
    January 20, 2021 • 40 min

    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...

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    The Independent Advisors Podcast Episode 80: Featuring Special Guest, Callum Thomas, founder and managing shareholder of Topdown Charts.
    January 12, 2021 • 42 min

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

    Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

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    The Independent Advisors Podcast Episode 79: Stocks Ended 2020 on a Positive Note, Real Estate's Role in Our Economy and Risk's to Your Financial Plans
    January 6, 2021 • 40 min

     

    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

     

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    The Independent Advisors Podcast Episode 78: COVID -19 Stimulus Bill 2.0 – Important Information!
    December 29, 2020 • 44 min

    Matt and Mark Discuss the Following on Episode 78:

  • COVID 19- Stimulus Bill 2.0

    • Twitter Accounts:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

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    The Independent Advisors Podcast Episode 77: Burrito Maker Outperforming COVID Vaccine Developer, The Emotional Side of Financial Decisions and Fear & Greed in the Media
    December 22, 2020 • 47 min

    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

     

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    The Independent Advisors Podcast Episode 76: Matt Pokes the Bear, All-Time Highs and Taking a Serious Look at Inflation
    December 16, 2020 • 37 min

    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

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    The Independent Advisors Podcast Episode 75: Featuring Special Guest Adam Collins from Movement Capital
    December 9, 2020 • 27 min

    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

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    The Independent Advisors Podcast Episode 74: A Typically Strong December, Perks of Being Bullish and 3 Stages of Growth for Investors.
    December 2, 2020 • 37 min

     

    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

     

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    The Independent Advisors Podcast Episode 73: Guest Co-Host, Aaron Cramer, on Largest Weekly Inflows, Corporate Insiders and Filing Taxes as a Married Couple
    November 24, 2020 • 26 min

    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...
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    The Independent Advisors Podcast Episode 72: Special Guest, Jeff Hoagland, Discusses the State of our Economy, here in Dayton, OH.
    November 17, 2020 • 38 min

     

    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

     

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    The Independent Advisors Podcast Episode 71: Gridlock, US Crash Confidence, New Highs for US Markets, 2020 Retirement Statistics
    November 10, 2020 • 34 min

     

    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

     

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    The Independent Advisors Podcast Episode 70: Sell Off's, Economic Recovery and Beware of Bearish "Predictors"
    November 6, 2020 • 32 min

     

    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

     

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    The Independent Advisors Podcast Episode 69: Long Term Mindset, New American Entrepreneurship, Digital Currency and Lifestyle Creep
    October 28, 2020 • 42 min

     

    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

     

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    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:

    @JessupWealth

    @MarkMcEvily

    @matthewcjessup

     

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