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 161: Is "recession" the right word? 04.08.2022 39:51

1. Blog post from Ben Carlson - https://awealthofcommonsense.com/2022/07/investing-in-home-renovations-vs-investing-in-stocks/ 2. Tweet from Callie Cox - https://twitter.com/callieabost/status/1552758197852708866

The Independent Advisors Episode 160: 20 Questions with Mark McEvily 28.07.2022 36:18

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

The Independent Advisors Episode 159: Sniffing Out Recovery 21.07.2022 33:41

Show Notes 1. Update on Existing Home Sales from Bloomberg - https://www.bloomberg.com/news/articles/2022-07-20/us-existing-home-sales-drop-a-fifth-month-to-a-two-year-low?srnd=premium&sref=KaV2wJ0v 2. Tweet from Jay Kaeppel - https://twitter.com/jaykaeppel/status/1546828950420217856 3. Blog Post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/689065982486085632/get-ready-for-the-quadren...

The Independent Advisors Episode 158: The Awkward Phase of the Market 14.07.2022 44:33

Show Notes 1. Chart on US bond curve inversion - https://www.bloomberg.com/news/articles/2022-07-12/treasury-curve-inversion-deepens-to-level-last-seen-in-2007?sref=KaV2wJ0v 2. Tweet by Carl Quintranilla - https://twitter.com/carlquintanilla/status/1542550502155714562 3. Blog Post from Ben Carlson - https://awealthofcommonsense.com/2022/06/how-long-does-it-take-for-stocks-to-bottom-in-a-bear-marke...

The Independent Advisors Episode 157: Grin and "Bear" It 07.07.2022 38:54

Show Notes Tweet from Callie Cox - https://twitter.com/callieabost/status/1542509125178761216?s=11&t=Fk1x6hVaUG2VecRfSaJAEQ Tweet by Money Visuals - https://twitter.com/mvmoneyvisuals/status/1542493659853209600?s=11&t=Fk1x6hVaUG2VecRfSaJAEQ Tweet by Michael Gayed - https://twitter.com/leadlagreport/status/1543738320089501697?s=11&t=jG-2GYz4mIWvLBzWDK1eMQ Tweet by Julian Kilymochko - ht...

The Independent Advisors Episode 156: How to prepare for a child's or grandchild's college experience and expenses. 30.06.2022 45:01

Social Media: Facebook/LinkedIn: @JessupWealthManagement Instagram/Twitter: @JessupWealth

The Independent Advisors Episode 155: Bad News is Good News 23.06.2022 46:15

Shownotes: Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1537552028674801665 Tweet from Jeff Weniger - https://twitter.com/JeffWeniger/status/1536477021840236547 Tweet by Jeff Weniger - https://twitter.com/JeffWeniger/status/1537046366685478912 Tweet by WallStJesus - https://twitter.com/wallstjesus/status/1538333027490836480?s=11&t=UHGbVyuwxvkyAhWoCEnbQQ Tweet by Ryan Detrick...

The Independent Advisors Episode 154: Roll with the Punches 16.06.2022 34:59

Show Notes 1. Blog post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/686348118572351488/remember-junes-midterm-weakness 2. Tweet by Jeroen Blokland - https://twitter.com/jsblokland/status/1532370619299340288 3. Article in CNBC - https://www.cnbc.com/2022/06/08/mortgage-demand-falls-to-the-lowest-level-in-22-years.html?__source=iosappshare%7Ccom.apple. UIKit.activity. Mail 4. Tweet by John...

The Independent Advisors Episode 153: Leading Stories that Don't Make the Headlines. 09.06.2022 53:13

Show Notes: 1. Series of articles on changes to SEC regulations around trading - - https://www.wsj.com/articles/secs-trading-shake-up-expected-to-face-heavy-opposition-11654631947?mod=hp_lead_pos6 - https://www.wsj.com/articles/wall-street-pushes-back-as-sec-targets-business-practice-that-generates-billions-11636376401?mod=article_inline - https://www.wsj.com/video/series/wsj-glossary/gamestop-sag...

The Independent Advisors Episode 152: The Health of the Economy vs. Inflation 02.06.2022 43:14

Show Notes 1. Tweet from Ophir Gottlieb - [[link]] 2. Tweet from David Cox - https://twitter.com/DavidCoxWG/status/1526626208842063872 3. Article from Bespoke - https://www.bespokepremium.com/interactive/posts/think-big-blog/bond-market-massively-oversold 4. Financial Planning Topic of the Week - https://www.kiplinger.com/retirement/604641/why-a-pension-lump-sum-option-is-better-than-an-annuity-pa...

The Independent Advisors Episode 151: Capture the Upside 26.05.2022 49:14

Show Notes: 1. The WSJ, “SEC to Propose More Disclosure Requirements for ESG Funds” - https://www.wsj.com/articles/sec-to-propose-more-disclosure-requirements-for-esg-funds-11653498000?mod=markets_lead_pos2 2. Blog post from Ryan Detrick - https://lplresearch.com/2022/05/18/six-things-to-know-about-bear-markets/ 3. Blog post from Peter Lazaroff - https://www.plancorp.com/blog/bear-market 4. Blog p...

The Independent Advisors Episode 150: In good times and bad, we are here, this is our purpose. 19.05.2022 30:27

Show Notes: Check out this week's Show Notes before milestone episode #150 goes live tomorrow afternoon! 1. Tweet by FactSet - https://twitter.com/FactSet/status/1525947131546181643 2. Tweet by Charlie Bilello - https://twitter.com/charliebilello/status/1522565809708711936 3. Tweet by Gordon Johnson - https://twitter.com/GordonJohnson19/status/1523347192840290309 Social Media Facebook and LinkedIn...

The Independent Advisors Episode 149: Beware of a Bear Market Rally 10.05.2022 45:43

Show Notes 1. Tweet by Ryan Detrick - https://twitter.com/ryandetrick/status/1522909174694301698?s=11&t=ELTnPQszXNXpoaZ1_Zo3SA 2. Post by Charles Payne - https://twitter.com/cvpayne/status/1522925673739960329?s=11&t=ELTnPQszXNXpoaZ1_Zo3SA 3. Article from ZeroHedge - https://www.zerohedge.com/markets/last-two-times-used-car-prices-fell-much-there-was-financial-crisis 4. Tweet from ZeroHedge...

The Independent Advisors Episode 148: Anchor to your Long-Term Vision 05.05.2022 39:48

Show Notes: 1. Tweet from Grant Hawkridge - [[link]] 2. Blog Post from Jeff Hirsch - https://jeffhirsch.tumblr.com/post/682638900488994816/welcome-to-the-weak-spot-of-the-4-year-cycle 3. Article in the Wall St. Journal - https://www.wsj.com/articles/fidelity-to-allow-retirement-savers-to-put-bitcoin-in-401-k-accounts-11650945661 4. Bloomberg article - https://www.bloomberg.com/news/features/2022-0...

The Independent Advisors Episode 147: Pockets of Weakness in Economic Recovery 27.04.2022 47:10

Show Notes: 1. Article in the WSJ - https://www.wsj.com/articles/global-growth-outlook-ebbs-in-face-of-ukraine-war-china-slowdown-11650633870?mod=e2tw 2. IMF Report - https://www.imf.org/en/Publications/WEO/Issues/2022/04/19/world-economic-outlook-april-2022 3. Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1516484424845885441 4. Blog post by Ben Carlson - https://awealthofcommon...

The Independent Advisors Episode 146: Predictions aren't promises. 21.04.2022 33:52

Show Notes: 1. Blog Post by Michael Batnick - https://theirrelevantinvestor.com/2022/03/09/the-day-the-market-bottmed/ 2. Blog Post by Ben Carlson - https://awealthofcommonsense.com/2022/03/the-best-personal-finance-inflation-hedges/ 3. Tweet by Willie Delwiche - https://twitter.com/WillieDelwiche/status/1514571588439527424 4. Data about Vacation Homes - https://www.zerohedge.com/markets/pandemic-...

The Independent Advisors Episode 145: Rockets and Feathers 14.04.2022 46:02

Shownotes: Article written by Max Kirouac - https://modernmoney.ca/personal-finance/gas-prices-101/?utm_source=ActiveCampaign&utm_medium=email&utm_content=How+to+Prepare+for+a+Market+Downturn&utm_campaign=April+6%2C+2022+Newsletter Article in the WSJ by Anna Maria Andriotis - https://www.wsj.com/articles/most-medical-debts-to-be-removed-from-consumers-credit-reports-11647604803 Tweet f...

The Independent Advisors Episode 144: Backwardation 07.04.2022 39:25

Show Notes: 1. Tweet by Callie Cox - https://twitter.com/callieabost/status/1508867139683467283 2. Tweet by Ryan Detrick - https://twitter.com/ryandetrick/status/1508962681776230405?s=11&t=U3BMjvfImCbAxS0Any_gtQ 3. Tweet by JC Parets - https://twitter.com/allstarcharts/status/1508880337383968770?s=11&t=U3BMjvfImCbAxS0Any_gtQ 4. Tweet by Evergreen Gavekal - https://twitter.com/evergreengk/s...

The Independent Advisors Episode 143: Bonds aren't bulletproof. 01.04.2022 53:42

Show Notes: 1. Article in the Wall St. Journal - https://www.wsj.com/articles/what-fed-interest-rate-hike-means-for-you-11647437999 Social Media Facebook/Linkedin @JessupWealthManagement Twitter/Instagram @JessupWealth

The Independent Advisors Episode 142: It's an art not a science. 24.03.2022 36:11

Show Notes: 1. Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1504912354798186501 2. Tweet from Andrew Thrasher - https://twitter.com/AndrewThrasher/status/1504085678749110278 3. Article written by JC Parets - https://allstarcharts.com/cash-levels-near-multi-decade-highs/ 4. Tweet by Callie Cox - https://twitter.com/callieabost/status/1503826930466009096?s=11 Social Media: Facebo...

The Independent Advisors Episode 141: "Not a lot of bulls out there right now" 17.03.2022 36:45

Show Notes: 1. Blog post from Michael Batnick - https://theirrelevantinvestor.com/2022/03/08/theres-blood-in-the-streets-2/ 2. Blog Post from Cullen Roche - https://www.pragcap.com/bitcoin-is-a-terrible-form-of-money-but-a-very-good-store-of-value/ 3. Piece on the blog ZeroHedge - https://www.zerohedge.com/economics/oil-spikes-and-economic-outcomes 4. Tweet by ZeroHedge - https://twitter.com/zeroh...

The Independent Advisors Episode 140: Dethroning King Dollar 10.03.2022 30:44

Show Notes: 1. Blog post from Michael Batnick - https://theirrelevantinvestor.com/2022/02/24/its-ugly-out-there/ 2. Blog post from Michael Batnick - https://theirrelevantinvestor.com/2022/02/25/this-is-how-stocks-bottom/ 3. Two blog posts by Brad McMillian - https://blog.commonwealth.com/independent-market-observer/how-to-think-about-the-ukraine-invasion & https://blog.commonwealth.com/indepen...

The Independent Advisors Episode 139: Earnings Drive Prices 03.03.2022 30:20

This podcast is not a recommendation for or against cryptocurrency. It is merely used to illustrate a point. Make sure to conduct your own due diligence with all investments. Show Notes: 1. Tweet from George Maroudas - https://twitter.com/ChicagoAdvisor/status/1485690599244193797 2. Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1496305591828062210 3. Update on the tech sector -...

The Independent Advisors Episode 138: What is priced in? 25.02.2022 48:53

Show Notes: 1. Tweet by Alvaro Oviedo - https://twitter.com/alvoviedo/status/1495779422829436929 2. Article from the Wall St. Journal - https://www.wsj.com/articles/at-t-to-slash-dividend-after-spinoff-of-warnermedia-11643716166 3. Another article from the Wall St. Journal - https://www.wsj.com/articles/the-10-used-cars-surging-the-most-in-price-heres-the-list-11644602551 4. Tweet from Topdownchar...

The Independent Advisors Episode 137: Progress isn't linear. 16.02.2022 47:52

Show Notes: 1. Article from the WSJ - https://www.wsj.com/articles/behind-the-feds-slow-pivot-to-tackling-inflation-11644930180?mod=hp_lead_pos4 2. Tweet from Zerohedge - https://twitter.com/zerohedge/status/1492982012172505092 3. Tweet from Matt Miskin - https://twitter.com/matthew_miskin/status/1491392430989807624 4. FINANCIAL PLANNING TOPIC OF THE WEEK- What is Capital Gains Tax? https://www.ir...