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 Episode 211: Data Dependent 27.07.2023 36:12

Show Notes: Blog post by Ben Carlson, A Textbook Non-Recessionary Bear Market - https://awealthofcommonsense.com/2023/07/a-textbook-non-recessionary-bear-market/

The Independent Advisors Episode 210: Tunnel Vision 20.07.2023 31:02

Show Notes: Tweet from Callie Cox - https://twitter.com/callieabost/status/1667187571925872646?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Michael Kahn, CMT - https://twitter.com/mnkahn/status/1667159456206016513 31 lessons learned about money. Just want to name a few - https://ryanholiday.net/31-lessons-ive-learned-about-money/?

The Independent Advisors Episode 209: The Silent Killer 13.07.2023 38:07

Show Notes: Tweets by Unusual Whales, congress members trading individual stocks - https://twitter.com/unusual_whales/status/1676270488656691200?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Todd Sohn of Strategas - https://twitter.com/Todd_Sohn/status/1674427539492839426 Tweet from AllStar Charts - https://twitter.com/allstarcharts/status/1678729375531802626 Blog post from Rubin Miller titled “How...

The Independent Advisors Episode 208: Obvious In Hindsight 07.07.2023 43:59

Show Notes: Blog from Morgan Housel “Why you believe the things you do” - https://collabfund.com/blog/why-you-believe-the-things-you-do/ Blog from Josh Brown “Today’s Market Pivots from a Funeral to a Party as fast as a VFW hall - https://thereformedbroker.com/2023/06/17/todays-market-pivots-from-a-funeral-to-a-party-as-fast-as-a-vfw-hall/ Tweet from Steg Scheplick - https://twitter.com/scheplick/...

The Independent Advisors Episode 207: Every Market is Unique 29.06.2023 25:44

Show Notes: Tweet from Bespoke - https://twitter.com/bespokeinvest/status/1672326332074557442 Tweet from Charlie Bilello - https://twitter.com/charliebilello/status/1669726606594654215

The Independent Advisors Episode 206: The Big Picture 22.06.2023 39:35

Show Notes: Tweet from Charlie Bilello - https://twitter.com/charliebilello/status/1669326669058830342 Article off Briefing.com - https://www.briefing.com/in-depth-analysis/page-one/2023/6/16/indices-supported-by-a-flat-squeeze Tweet from Game of Trades - https://twitter.com/GameofTrades_/status/1671540980783394819 Tweet from Chamath Palihapitiya - https://twitter.com/TimmerFidelity/status/1671515...

The Independent Advisors Episode 205: Funny How That Works Out 15.06.2023 31:00

Show Notes: Blog post from Callie Cox, “Bad Breadth” - https://www.etoro.com/en-us/news-and-analysis/etoro-updates/bad-breadth/ Blog post by Michael Batnick, “Why Should I Hold Stocks?” - https://theirrelevantinvestor.com/2023/06/02/why-should-i-hold-stocks/

The Independent Advisors Episode 204: The Market Outlook No One Is Talking About - Featuring Ryan Detrick, CMT. 08.06.2023 35:07

Ryan Detrick Social Media: LinkedIn: @Ryan Detrick, CMT. Twitter: @RyanDetrick Podcast: Facts vs. Feelings Jessup Wealth Management Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page

The Independent Advisors Episode 203: "Raise the Roof" or Something Like That 01.06.2023 25:27

Show Notes! Blog post from Ben Carlson - https://awealthofcommonsense.com/2023/05/whats-the-best-long-term-investment/ Blog Post from Nick Maggiulli - https://ofdollarsanddata.com/what-happens-if-the-us-defaults-on-its-debt/ Tweet from Walter Deemer - https://twitter.com/WalterDeemer/status/1658462434095448065

The Independent Advisors Episode 202: Stealthy Strong 25.05.2023 40:38

Show Notes: Policy and Tax Changes Impacting HNW Clients in 2023 by Wola Odeniran - https://www.advisorperspectives.com/articles/2023/05/19/tax-changes-impacting-clients-2023 Advisor Perspectives Article by Jennifer Nash of VettaFi- https://www.advisorperspectives.com/commentaries/2023/05/23/most-recent-housing-market-trends-economy-matters

The Independent Advisors Episode 201: From False Moves to Fast Moves 18.05.2023 40:07

Show Notes: Tweet from Liz Young - https://twitter.com/LizYoungStrat/status/1656632831831883778 Tweet from Jon Roque - https://twitter.com/daChartLife/status/1653919808415465473 BofA Fund Manager Survey - https://twitter.com/FerroTV/status/1658401529131401221 Tweet from Brian Lund - https://twitter.com/bclund/status/1658889537043726336 Tweet from FactSet - https://twitter.com/FactSet/status/165823...

The Independent Advisors Episode 200: Playing Offense 11.05.2023 45:50

Show Notes: Article from Jefferies - https://www.jefferies.com/Letters/ltr/1647/04032023? Article from Bloomberg - https://www.bloomberg.com/opinion/articles/2023-04-27/personal-finance-stocks-beat-cash-even-if-you-could-time-a-recession? LinkedIn post from Sebastien Paige - https://www.linkedin.com/posts/sebastien-page_tech-stocks-economy-activity-7058912657679994880-LIfd/? Tweet by WallStJesus -...

The Independent Advisors Episode 199: All Things Medicare with Special Guest, Chad Hooper. 04.05.2023 30:45

Show Notes: https://www.humana.com/medicare/medicare-resources/irmaa Chad Hooper Founder of Medicare4U 937-414-6578 medicare4ullc@outlook.com

The Independent Advisors Episode 198: Leverage 27.04.2023 43:45

Show Note: Articles from Bloomberg - https://www.bloomberg.com/news/articles/2023-04-25/first-republic-shares-drop-after-analyst-call-without-questions?srnd=premium&sref=KaV2wJ0v https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium&sref=KaV2wJ0v Tweet from Markets & Mayhem - https://twitter.com/Mayhem4Markets/stat...

The Independent Advisors Episode 197: Tug of War 20.04.2023 36:53

Show Notes: Tweet from Joseph Fahmy - https://twitter.com/jfahmy/status/1646151812985110532?s=12&t=Godkt5FzuqWcmpmvo2G5Jg “Apple Card’s New High-Yield Savings Acct, Offering a 4.15% APY” - https://www.apple.com/newsroom/2023/04/apple-cards-new-high-yield-savings-account-is-now-available-offering-a-4-point-15-percent-apy/ Article by Suzanne Woolley on Money Market Funds - https://www.bloomberg....

The Independent Advisors Episode 196: Health is Wealth 13.04.2023 39:10

Show Notes: Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1641994956804874241 Article by Harry Sit “No FDIC Insurance -Why a brokerage account is safe”- https://thefinancebuff.com/brokerage-account-safe-no-fdic.html Tweet by George Maroudas - https://twitter.com/chicagoadvisor/status/1630299312373526529? Tweet by Mike Zaccardi - https://twitter.com/MikeZaccardi/status/16436268535...

The Independent Advisors Episode 195: The Bears Are Trapped 06.04.2023 33:24

Show Notes: Tweet from Car Dealership Guy - https://twitter.com/guydealership/status/1640688058692427782?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Blog Post from Ben Carlson on 3.28.23 - https://awealthofcommonsense.com/2023/03/why-the-stock-market-makes-you-feel-bad-all-the-time/ Blog post from Christine Benz on 3.22.23 titled “Luxury Goods Don’t have to be Brand Names - https://www.morningstar.com/artic...

The Independent Advisors Episode 194: Risk and Volatility are 2 Different Things. 30.03.2023 42:55

Tweet from Money Visuals, an account run by our friend, Ashby Daniels - https://twitter.com/mvmoneyvisuals/status/1638870337050877952?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Blog Post from Michael Batnick - https://theirrelevantinvestor.com/2023/03/27/hike-pause-cut/ Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1640705370103398402 Bloomberg Article - https://www.bloomberg.com/opinion/a...

The Independent Advisors Episode 193: You can't always "Bank" on that. 23.03.2023 44:33

Show Notes Tweet from Freezing Cold Finance Takes - https://twitter.com/FreezingFi.../status/1635263124583632897 Tweet from Peter Mallouk - https://twitter.com/PeterMallouk/status/1634303552943190017 Tweet from Seth Golden - https://twitter.com/SethCL/status/1633447729786388481 Article from Laura Davison on FA-Mag.com - https://www.fa-mag.com/.../capital-gains-tax-nears-45--in...

The Independent Advisors Episode 192: Confidence and Stability 17.03.2023 34:44

Tweet from Jim Bianco - https://twitter.com/biancoresearch/status/1634885127179325440?s=51&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Ophir Gottlieb - https://twitter.com/ophirgottlieb/status/1634935171714781184? Tweet by Peter Mallouk - https://twitter.com/PeterMallouk/status/1633871517409738755

The Independent Advisors Episode 191: The Noise is Deafening 09.03.2023 48:54

Show Notes: https://twitter.com/charliebilello/status/1633328886304985094 https://twitter.com/AyeshaTariq/status/1633535769347227649 https://twitter.com/lisaabramowicz1/status/1633488446785220613 https://awealthofcommonsense.com/2023/02/will-high-risk-free-raters-derail-the-stock-market/

The Independent Advisors Episode 190: February Hangover 02.03.2023 43:54

Show Notes: Tweet from Mark Ungewitter - https://twitter.com/mark_ungewitter/status/… Article from JC Parets - https://allstarcharts.com/hows-your-hangover/

The Independent Advisors Episode 189: Into the Unknown 23.02.2023 40:43

Show Notes: Article written by Ben Henry-Moreland – Kitces.com - https://www.kitces.com/blog/hsa-tax-benefits-withdrawal-qualified-medical-expenses-irs-records/ Blog by Ben Carlson of A Wealth of Commonsense - https://awealthofcommonsense.com/2023/02/an-ongoing-stimulus-in-the-economy-for-years-to-come/ Tweet from Bespoke - https://twitter.com/bespokeinvest/status/1628397143592521729 Tweet from Be...

The Independent Advisors Episode 188: Back with a Vengeance 16.02.2023 28:13

Social Media: Facebook/LinkedIn: @Jessupwealthmanagement Instagram/Twitter: @Jessupwealth

The Independent Advisors Episode 187: Very Welcomed 02.02.2023 38:09

Show Notes: Blog post from JC Parets - https://allstarcharts.com/nasdaq-up-3-weeks-in-a-row/ Tweet by Danny Kirsch - https://twitter.com/danny_kirsch/status/1617556688588132354 Tweet by Matt Cerminaro - https://twitter.com/mattcerminaro/status/1616567266623070209