Mark McEvily
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. 45419Phone: 937-938-9105
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
The Independent Advisors Episode 186: January Trifecta 26.01.2023 38:17
Show Notes: January Trifecta Indicator - https://jeffhirsch.tumblr.com/post/706735383842570240/after-bear-market-january-indicator-trifecta Tweet from CarDealershipGuy - https://twitter.com/guydealership/status/1612076797037797377? Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1576579328912986113 Research from Charlie Bilello & Compound Research - https://twitter.com/charlie...
The Independent Advisors Episode 185: Not all landings are soft. 19.01.2023 44:09
Show Notes: Blog Post from JC Parets - https://allstarcharts.com/santa-showed-up-so-now-what/ Blog Post from Ben Carlson - https://awealthofcommonsense.com/2022/12/what-happens-if-housing-prices-fall-20/ Quote from Bloomberg - https://www.bloomberg.com/news/articles/2023-01-17/asia-stocks-set-for-muted-open-before-boj-meeting-markets-wrap? Tweet on S&P 500 Technicals - https://twitter.com/DRob...
The Independent Advisors Podcast Episode 184: The Secure Act 2.0 12.01.2023 1:02:42
*Jessup Wealth Management does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is not meant to provide, and should not be used for, tax, legal, or accounting advice. You should consult your tax, legal, and accounting advisors before engaging in any transaction. Matthew C. Jessup Chief Executive Officer Chief Compliance Officer Manag...
The Independent Advisors Episode 183: Patience and Perspective 05.01.2023 46:10
Show Notes: Article from Rubin Miller titled “My 2023 Predictions” - https://www.fortunesandfrictions.com/post/my-2023-predictions ? Tweet from Cameron Dawson - https://twitter.com/CameronDawson/status/1608470272612651008 Tweet from Day Hagan Asset Management - https://twitter.com/DayHagan_Invest/status/1605662291583799297
The Independent Advisors Episode 182: Feels Like Coal... 29.12.2022 30:42
Show Notes: Tweet from Max Pashman, CFP - https://twitter.com/maxpashman/status/1606410087106752512 Article written by Allan Roth on AARP - https://www.aarp.org/money/investing/info-2022/time-sensitive-financial-decisions-after-death-of-spouse.html
The Independent Advisors Episode 181: Survival Breeds Longevity 22.12.2022 38:07
Show Notes: Blog Post from Ben Carlson titled “How Often is the Market Down in Consecutive Years?” https://awealthofcommonsense.com/2022/12/how-often-is-the-market-down-in-consecutive-years/ Tweet thread from CarDealershipGuy on 12.16.22 - https://twitter.com/guydealership/status/1603794722140688384?s=43&t=Xg1ZIgl4U0WZMCCIgkzJQQ
The Independent Advisors Episode 180: Opinions Everywhere 15.12.2022 39:37
Show Notes: Article from Ryan Detrick “When does the Santa Claus Rally start?” - https://www.carsongroup.com/insights/blog/when-does-the-santa-claus-rally-start/ Blog Post from Nick Maggiulli “How The 60/40 Portfolio Makes a Comback” - https://ofdollarsanddata.com/how-the-60-40-portfolio-makes-a-comeback/ Should include disclosure: Government bonds are guaranteed only as to timely payment of princ...
The Independent Advisors Episode 179: Invest Like A Pigeon 08.12.2022 43:07
Show Notes: Article written by Rubin Miller “Invest Like a Pigeon” - https://www.fortunesandfrictions.com/post/invest-like-a-pigeon Article from Meb Faber “Sidewalk Money” - https://mebfaber.com/2020/11/17/sidewalk-money/ Article from Ryan Detrick Titled “ Five Good Signs for The Bulls In 2023” - https://www.carsongroup.com/insights/blog/five-good-signs-for-the-bulls-in-2023/
The Independent Advisors Episode 178: The Stock Market Is Not The Economy 01.12.2022 25:53
Show Notes: Tweet from Nick Reece - https://twitter.com/nicholastreece/status/1564961807793618946 Tweet from @CramerTracker - https://twitter.com/CramerTracker/status/1591117717687635968 Article by Peter Rudegair “Day Traders Go Back To Their Day Jobs - https://www.wsj.com/articles/day-traders-go-back-to-their-day-jobs-as-stock-market-swoons-11666148094 Blog post by Ben Carlson - https://awealthof...
The Independent Advisors Episode 177: Spiking The Football 23.11.2022 48:10
Tweet by Tom McClellan - https://twitter.com/McClellanOsc/status/1588937209297928192 Article from the WSJ - https://www.wsj.com/articles/government-officials-invest-in-companies-their-agencies-oversee-11665489653 Social Media: Facebook/LinkedIn: @Jessupwealthmanagement Instagram/Twitter: @Jessupwealth
The Independent Advisors Episode 176: Trading Stories with Guest, AJ Conway! 18.11.2022 51:51
AJ is the Head of European Fixed Income Trading at WH Trading LLC. He shares his trading stories and what he’s learned within his 6 years in the financial industry. Former UD Fyler comes to us live from across the pond! Options are not suitable for all investors. Typically, commissions are charged for options transactions. Transaction costs may be significant in multi-leg option strategies, includ...
The Independent Advisors Episode 175: Today is already priced in. 10.11.2022 23:03
Show Notes: Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1584174378518212608 Blog Post from Michael Batnick - https://theirrelevantinvestor.com/2022/10/25/stocks-bottom-first/ Tweet from WSBChairman - https://twitter.com/WSBChairman/status/1581002420381179904 Tweet by Game of Trades - https://twitter.com/GameofTrades_/status/1589316685378379778 Tweet by ZeroHedge - https://twit...
The Independent Advisors Episode 174: The spring is loaded. 03.11.2022 33:53
Show Notes: Article from Financial Advisors Magazine's, Alexis Leondis - https://www.fa-mag.com/news/delaying-your-social-security-has-rarely-been-this-profitable-70234.html?section=40 Tweet by Liz Ann Sonders - https://twitter.com/LizAnnSonders/status/1585961494713438208 Article From VettaFI/Advisor Perspective's Javier Simon - https://www.advisorperspectives.com/articles/2022/09/28/529-plan-cont...
The Independent Advisors Episode 173: Time is money. 27.10.2022 35:10
Show Notes: Article from Jenny Surance and Katherine Doherty - https://www.fa-mag.com/news/recession-warnings-are-hard-to-find-in-bofa-earnings-70182.html?section=3 Article by Andy Friedman - https://www.fa-mag.com/news/andy-friedman-says-secure-2-0-should-pass-after-midterms-70158.html?section=3 Article by Retire Before Dad - https://www.retirebeforedad.com/time-and-money/ Article in Bloomberg -...
The Independent Advisors Episode 172: Allow compounding to be the wind at your back. 20.10.2022 38:36
Show Notes: Avoid the Midterm Election Trap - https://www.advisorperspectives.com/articles/2022/10/17/avoid-the-midterm-election-trap? Blog post on A Wealth of Common Sense - https://awealthofcommonsense.com/2022/10/bear-market-opportunities-for-every-generation-of-investors/ Tweet from PriapusIQ - https://twitter.com/PriapusIQ/status/1582383528779845632 Tweet from Patrick Saner - https://twitter....
The Independent Advisors Episode 171: Severe Market Dislocations 13.10.2022 54:39
Show Notes: Blog post by ZeroHedge - https://www.zerohedge.com/markets/payrolls-turn-negative-next-quarter-and-stay-there-all-2023-bofa Tweet from J.C. Parets - https://twitter.com/allstarcharts/status/1579436528069406721 Tweet from Liz Ann Sonders - https://twitter.com/LizAnnSonders/status/1579434172560838658 Tweet from Markets & Mayhem - https://twitter.com/Mayhem4Markets/status/157941649043...
The Independent Advisors Episode 170: Optimism + Certainty = Rip to the Upside 06.10.2022 50:11
Show Notes Check out this week's Show Notes before episode 170 goes live this afternoon! Tweet by Cullen Roche - https://twitter.com/cullenr.../status/1574829904272596992... Tweet by Charlie Bilello - https://twitter.com/charlie.../status/1574587741605593089... Post by Wall Street Jesus - https://twitter.com/wallstj.../status/1575119268605296640... Tweet from Lisa Abramowicz - https://twitter.com/...
The Independent Advisors Episode 169: Wild is an understatement. 29.09.2022 36:22
Show Notes: Comments on Currency Markets - https://www.reuters.com/markets/asia/whipsawed-forex-traders-say-currency-moves-remarkable-resemble-casino-2022-09-27/ Tweet from Sentiment Trader - https://twitter.com/sentimentrader/status/1572914151915393026 Tweet from Callie Cox - https://twitter.com/callieabost/status/1567253842995154945
The Independent Advisors Episode 168: Sick of Comparisons 22.09.2022 38:06
Show Notes: Blog Post from Ryan Detrick - https://www.carsongroup.com/insights/blog/the-midterm-election-is-two-months-away-what-investors-need-to-know/ Blog Post by Ben Carlson - https://awealthofcommonsense.com/2022/08/bens-4-common-sense-rules-of-investing/ Twitter post by Danielle DiMartino - https://twitter.com/chigrl/status/1570493792029114369?s=11&t=eqysuned5S6JawIxc6HsIQ Twitter post b...
The Independent Advisors Episode 167: It’s ok to be bearish but it’s not ok to stay bearish. 15.09.2022 38:47
Blog post from Ben Carlson - https://awealthofcommonsense.com/2022/09/the-difference-between-being-bearish-being-realistic/ Blog Post from Sam Ro - https://www.tker.co/p/unsettling-market-economic-headlines-miss-point? Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1560696283735773184 Different Types of Trusts - https://smartasset.com/estate-planning/types-of-trusts
The Independent Advisors Episode 166: The Goal Post Keeps Moving 08.09.2022 38:28
Show Notes: Tweet by Markets & Mayhem - https://twitter.com/Mayhem4Markets/status/1564407490837680129/photo/1 Blog Post from Ben Carlson - https://awealthofcommonsense.com/2022/08/some-things-i-like-and-dont-like-about-student-loan-forgiveness/ Blog post from Nick Maggiulli - https://ofdollarsanddata.com/who-holds-the-student-loan-debt/
The Independent Advisors Episode 165: Is the Inflation Fever Finally Breaking? 01.09.2022 33:08
Show Notes: Tweet from Willie Delwiche - https://twitter.com/WillieDelwiche/status/1562487853229416450 Tweet from Nate Geraci - https://twitter.com/NateGeraci/status/1561757579780542465 Blog article by Ben Carlson - https://awealthofcommonsense.com/2022/08/two-predictions/ Tweet from David Keller - https://twitter.com/DKellerCMT/status/1564624742413438982/photo/1 Tweet Thread from Jim Bianco at Bi...
The Independent Advisors Episode 164: Cut Spending, Not Contributions 25.08.2022 37:13
Show Notes 1. Article from Financial Advisor by Alex Padalka - https://www.financialadvisoriq.com/c/3708804/475654/most_cutting_spending_retirement_contributions 2. Blog Post by JC Parets - https://allstarcharts.com/year-3-of-a-bull-market/ Social Media: Facebook/LinkedIn: @Jessupwealthmanagement Twitter/Instagram: @Jessupwealth
The Independent Advisors Episode 163: Taunting the Bull 18.08.2022 43:28
Show Notes: Tweet from Steven Strazza - https://twitter.com/sstrazza/status/1556644488105402369 Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1556826759609438209 Article from the WSJ - https://www.wsj.com/.../social-security-benefits-are... ?
The Independent Advisors Episode 162: Downtrend in Inflation: Uptrend in Stocks 11.08.2022 42:06
Article from ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/2022/06/17/new-bill-would-allow-rollovers-from-529-plans-to-roth-iras/ Article written by Rocky White - https://www.schaeffersresearch.com/content/analysis/2022/06/08/should-you-buy-a-stock-after-a-split Bloomberg Article - https://www.bloomberg.com/news/articles/2022-08-10/stock-rally-everyone-mocked-pulls-up-on-landmark-...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.