The Independent Advisors
The Independent Advisors
Mark McEvily
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. 45419 Phone: 937-938-9105 Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
The Independent Advisors Podcast Episode 242: Data Trumps Feelings
Show Notes:Tweet from Wayne Whaley -https://twitter.com/WayneWhaley1136/status/1761184949909004367?Blog from Michael Batnick titled “Nothing is More Bullish than All-Time Highs” - https://theirrelevantinvestor.com/2024/02/03/nothing-is-more-bullish-than-all-time-highs/
Mar 7, 2024
25 min
The Independent Advisors Podcast Episode 241: A Slow Clap For A Slow Pace
Show NotesBlog post from Ben Carlson titled “How often do bear markets occur?” -https://awealthofcommonsense.com/2024/02/how-often-do-bear-markets-occur/?Tweet from Jeremy Schwartz - https://twitter.com/JeremyDSchwartz/status/1760090109209129310?
Feb 29, 2024
41 min
The Independent Advisors Podcast Episode 240: "The Inconvenient Truth"
Show NotesTweet from Equity Clock -https://twitter.com/EquityClock/status/1757949750123340130?Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1757896351038197914?Tweet from a friend of the show, Seth Golden - https://twitter.com/sethcl/status/1753905094997766266?Tweet from Matthew Miskin at John Hancock Investments -https://twitter.com/matthew_miskin/status/1758092278059434119Tweet from FactSet -https://twitter.com/FactSet/status/1758947447076798764Tweets from FactSet -https://twitter.com/FactSet/status/1760037881937035740
Feb 22, 2024
35 min
The Independent Advisors Podcast Episode 239: Resist The Reaction
Show Notes:Blog Post from David Keller on http://stockcharts.com/ titled “Beware the Hindenburg Omen!” - https://stockcharts.com/articles/mindfulinvestor/2024/02/beware-the-hindenburg-omen-814.html?Blog post by Jason Zweig “What I Learned When I stopped Watching the Stock Market” - https://www.wsj.com/finance/investing/what-i-learned-when-i-stopped-watching-the-stock-market-ccf8bd86?Blog post by Austin Harrison “Almost Time for a Tech Breather”? - https://www.grindstoneintel.com/p/almost-time-for-a-tech-breather?Inflation detail -https://www.bloomberg.com/news/articles/2024-02-12/fed-officials-eye-broadening-disinflation-as-new-rate-cut-test?Article from Bloomberg -https://www.bloomberg.com/news/articles/2024-02-12/commercial-property-loans-coming-due-in-us-jump-to-929-billion?Overweight the Magnificent Seven (BofA Fund Survey) -https://www.bloomberg.com/news/articles/2024-02-13/bofa-survey-shows-investors-are-all-in-on-us-tech-stock-rally?
Feb 16, 2024
40 min
The Independent Advisors Podcast Episode 238: January 2024 vs 2024
Check out this week's Show Note before episode 238 goes live!Blog post from Rocky White from Schaeffer’s Investment Research -https://www.schaeffersresearch.com/content/analysis/2024/01/31/january-barometer-bulls-should-buckle-up-for-2024?Article by Christine Benz, “What’s Changing for Retirement in 2024? - https://www.morningstar.com/retirement/whats-changing-retirement-2024
Feb 8, 2024
34 min
The Independent Advisors Podcast Episode 237: Don't Be Afraid of Strength
Show Notes:Tweet from Bespoke -https://twitter.com/bespokeinvest/status/1750521267076137316?Tweets from Ryan Detrick -https://twitter.com/ryandetrick/status/1741200976495718747?https://twitter.com/ryandetrick/status/1744189996079227296?Financial Planning Topic of the Week -https://www.plancorp.com/blog/401k-maxed-out-next-steps
Feb 1, 2024
42 min
The Independent Advisors Podcast Episode 236: The Stock Market is not, NOT, the Economy
Show Notes:Tweet from Seth Golden -https://twitter.com/sethcl/status/1745427989242806376?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Franklin Templeton -https://twitter.com/FTI_US/status/1745229093082190295Tweet from Charlie Bilello -https://twitter.com/charliebilello/status/1749448179181814159?Checking in on Earnings Thus Far -https://twitter.com/FactSet/status/1749572171221844032Financial Planning Topic of the week -https://www.thomaskopelman.com/blog/options-for-how-to-manage-your-finances-as-a-married-couple
Jan 25, 2024
32 min
The Independent Advisors Podcast Episode 235: Case. in. point.
Show NotesExpectations for rates from Bespoke Investment Group -https://x.com/bespokeinvest/status/1747320771058225401?s=20"Rent and Gen Z-ers." by Ana Teresa Solá -https://www.cnbc.com/2024/01/15/how-gen-zers-can-build-credit-before-renting-their-own-place.html"Lets be honest about Social Security." by Brenton Smith -https://www.advisorperspectives.com/articles/2024/01/14/be-honest-about-social-security"Should I Do A Debt Consolidation Loan?" by Jeff Rose -https://www.goodfinancialcents.com/should-i-do-a-debt-consolidation-loan/
Jan 18, 2024
56 min
The Independent Advisors Podcast Episode 234: “Desensitization of Volatility“ with Special Guest,  Seth Golden!
Episode #234 features Seth Golden, a hedge fund consultant and Chief Market Strategist at Finom Group.  ·       Seth has worked for some of the largest retailers in North America, including Target and Bed Bath & Beyond. ·       Seth has been an independent trader and economist since 2000. ·       In 2012, Seth grew his basis of knowledge with careful studies and participation in the VIX complex. ·       He is most widely known for coining the thesis “Desensitization of volatility.” ·       Seth has written and published over 500 articles since 2012.  We encourage listeners to check him out!  Twitter: @SethCL
Jan 11, 2024
42 min
The Independent Advisors Podcast Episode 233: The Market Owes You Nothing.
Tweet from Arun Chopra -https://twitter.com/FusionptCapital/status/1740105871370432619?Blog post from Joe Wiggins: “How will equity markets perform in 2024?” - https://behaviouralinvestment.com/2023/12/12/how-will-equity-markets-perform-in-2024/?Tweet from Jeff Hirsch - https://twitter.com/almanactrader/status/1737884399398539461?How To Manage Your Money After You Retire – https://smartasset.com/retirement/where-to-put-retirement-money-after-retirement
Jan 4, 2024
50 min
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