Mark McEvily

The Independent Advisors

Business EN ↓ 300 episodes

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. 45419Phone: 937-938-9105

Author

Mark McEvily

Episodes

The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi! 14.08.2021 29:01

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

The Independent Advisors Podcast Episode 109: Get to know Matthew Jessup! 06.08.2021 40:42

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market 28.07.2021 38:07

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. George Maroudas - https://twitter.com/ChicagoAdvisor/status/1414683578936475648 2. Ben Carlson - https://awealthofcommonsense.com/2021/06/how-to-prepare-for-a-lengthy-bull-market/ 3. Michael Batnick - https://theirrelevantinvestor.com/2...

The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees 16.07.2021 40:39

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/davidschawel/status/1414671306675609604?s=11 2. https://www.topdowncharts.com/post/a-post-pandemic-investment-boom?fbclid=IwAR3jJpTKcPuF9vXnE6WbvT4Svy5nkxlFlmxINPS9HNJMjXZMdwU-PzhImu4 3. https://twitter.com/BP_Rising...

The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement.. 13.07.2021 25:49

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/ChartingTrends/status/1411694642660139009 2. https://www.marketwatch.com/story/retirees-to-youngsters-its-not-as-bad-as-you-think-11622734329?reflink=mw_share_twitter 3. https://ofdollarsanddata.com/how-much-do-you...

The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees 08.07.2021 46:30

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes 1. Tweet by Bill Brewster - https://twitter.com/billbre.../status/1408275555095662593... 2. Tweet by Drew Wells - https://twitter.com/billbre.../status/1408275555095662593... 3. Tweet by Michael Batnick - https://twitter.com/michaelbat.../s...

The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer 01.07.2021 37:03

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter 1. Tweet from Ryan Detrick - https://twitter.com/ryandet.../status/1407535399875055618... 2. Tweet from Ben Carlson - https://twitter.com/awealth.../status/1407400615098134532... 3. Article in the Washington Post by Michelle Singletary - https://www.w...

The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs 25.06.2021 43:32

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by Brian Feroldi - https://twitter.com/BrianFeroldi/status/1403678732368424961 2. Tweet by Michaela Arouet - https://twitter.com/MichaelaArouet/status/1403471413063847940 3. Wonderful quotes from Ian Cassel - Founder of MicroCapCl...

The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury 17.06.2021 37:36

Show notes: 1. Tweet from Bloomberg - https://twitter.com/schuldensuehner/status/… 2. Blog post written by Ben Carlson - https://awealthofcommonsense.com/2021/06/…3. Article written by Christine Benz of Morningstar - https://morningstar.com/articles/807538/… Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) /...

The Independent Advisors Podcast Episode 101: Back to the Basics 10.06.2021 1:02:09

Mark & Matt Discuss the Following on Episode #101: Investing 101 Finance 101 The basics and what you need to know Show notes: 1. https://womenwhomoney.com/why-how-diversify-investment.../ 2. https://www.cnbc.com/.../asset-allocation-cnbc-explains.html 3. https://womenwhomoney.com/target-date-funds-retirement-plan/ 4. https://www.thebalance.com/the-basics-of-shorting-stock... 5. https://www.cnb...

The Independent Advisors Podcast Episode 100: Celebration and surprises! 01.06.2021 42:12

Show Notes: 1. Article from Bloomberg - https://www.bloomberg.com/news/articles/2021-05-24/biden-tax-hikes-are-hitting-resistance-with-no-room-for-error?srnd=premium 2. Tweet from Callum Thomas - https://twitter.com/callum_thomas/status/1396206767768547328?s=11 3. Quote from Michaela Arouet - https://twitter.com/MichaelaArouet/status/1396109212640587780 4. Article from CNBC - https://www.cnbc.co...

The Independent Advisors Podcast Episode 99: The Most Important Rule in Investing 26.05.2021 44:03

Mark & Matt Discuss the Following on Episode #99: Active Investment Manager Exposure to S&P 500 Dividend Growth vs Dividend Value Performance Difference between Growth and Value Stocks The Most Important Rule in Investing? New Retirement Legislation in the works Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthe...

The Independent Advisors Podcast Episode 98: Peace of mind can outweigh the price tag 19.05.2021 40:40

Mark & Matt Discuss the Following on Episode #98: What is the VIX? What does in mean when stocks and treasuries are down simultaneously? Stock returns are anything but average Peace of mind can outweigh the price tag 5 psychographic retirement groups Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twit...

The Independent Advisors Podcast Episode 97: Inflation Estimates 13.05.2021 42:21

Matt & Aaron Discuss the Following on Episode #97: Update on Elective Surgeries Travel Update (i.e. travel booking websites activity) Update on Inflation Estimates Stats on “Sell in May & Go Away” Financial Planning Topic of the Week: “Ordering the Combo: Life Insurance with LTC Benefits” Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twit...

The Independent Advisors Podcast Episode 96: Patience pays with investing 06.05.2021 43:42

Mark & Matt Discuss the Following on Episode #96: Patience pays with investing Sell in May and go away? Not during post-election years Tax hikes on the horizon? Semiconductor Update Federal Reserve Bond Buying Program What to do if you have over saved for college Show Notes:1. Tweet from George Maroudas - https://twitter.com/ChicagoAdvisor/status/13874182868712284172. Article written by Jeff H...

The Independent Advisors Podcast Episode 95: Featuring Special Guest, Peter Lazaroff! 29.04.2021 39:26

Matt & Mark are joined by Peter Lazaroff! Peter is the Chief Investment Officer at Plancorp! He also writes regularly for The Wall Street Journal, Forbes and his very own blog! Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

The Independent Advisors Podcast Episode 94: Top 5 Wealth Killers 22.04.2021 39:00

Mark & Aaron Discuss the Following on Episode #94: Q1 Equity Returns Top 5 Wealth Killers Tax Consequences of short term trading More inflation numbers What to do if you’re a decade away from retirement 1. Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../ 2. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1381666350591016970 3. Tweet by Peter M...

The Independent Advisors Podcast Episode 93: Leadership Change in the Market 15.04.2021 56:11

Mark & Matt Discuss the Following on Episode #93: Leadership change in the market? More on Growth vs Value How the Market has performed from the March 23, 2020 bottom Housing and Credit Current Market Sentiment Investing in your 40’s Show Notes! 1. Ben Carlson - https://twitter.com/awealth.../status/1380201750137868288... 2. Nick Maggiulli - https://ofdollarsanddata.com/started-from-the-bot...

The Independent Advisors Podcast Episode 92: New Infrastructure Spending Plan, Housing Market update & Investing in your 30's 06.04.2021 39:55

Mark & Matt Discuss the Following on Episode #92: Huge Jump in Jobs in March 2021 New Infrastructure Spending Plan US Housing Update Manufacturing Update Understanding Market Moves Investing in your 30’s Show Notes: 1. Tweet from Colibri Trader - https://twitter.com/priceinaction/status/1377927537494462469 2. Tweet from Macro Charts - https://twitter.com/MacroCharts/status/1377953964998672386...

The Independent Advisors Podcast Episode 91: It's all about perspective 01.04.2021 50:42

The Independent Advisors Podcast Episode 90: Hedges Against Inflation 25.03.2021 37:39

Mark & Matt Discuss the Following on Episode #90: FED Remains Accommodative Hedges Against Inflation Bond Market Update More S&P 500 Price Target from “Experts” How to save when expecting a baby Show Notes! 1. Ben Carlson - https://twitter.com/awealthofcs/status/1373291324775006212 2. Charlie Bilello - https://compoundadvisors.com/2021/whats-the-best-hedge-against-inflation 3. Ben Carlson...

The Independent Advisors Podcast Episode 89: Spikes & Dives : Rates and Stocks 19.03.2021 36:46

Mark & Matt Discuss the Following on Episode #89: American Rescue Plan Becomes Law NASDAQ Corrects >10% How has inflation historically impacted stocks? What to consider when refinancing your mortgage 1. Tweet by Ryan Detrick https://twitter.com/RyanDetrick/status/1369274077777641478 2. Tweet by Austen Allred https://twitter.com/austen/status/1367984185093324803?s=11 Twitter Handles: Jessup...

The Independent Advisors Podcast Episode 88: Retirement Accounts- What you need to know for 2021 09.03.2021 25:25

Show Notes: 1.Tweet from Michael Goodwell on March 4th: https://twitter.com/MichaelGoo.../status/1367579207530856458 2. Post from Ashby Daniel's blog -The Retirement Field Guide-“Trading One Risk for Another”: https://retirementfieldguide.com/trading-one-risk-for.../... 3. Excerpt from LPL Research: https://lplresearch.com/.../26/three-charts-you-need-to-see/ Twitter Handles: Jessup Wealth Managem...

The Independent Advisors Podcast Episode 87: Interview with, Guest Co-Host, J.C. Parets 04.03.2021 37:37

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

The Independent Advisors Podcast Episode 86: Like it or not, we are in an uptrend! 23.02.2021 33:59

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://compou...