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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: 3 ...
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Episode Summary:توسط Mark McEvily
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Show Notesتوسط Mark McEvily
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We welcome Jeremy DeBenedictis, President of Alterra, and Ross Eisenberg, President of America’s Plastic Makers at the American Chemistry Council. We’re diving into a topic that impacts nearly every aspect of modern life — plastics. From the packaging that protects our food to the components in our vehicles, medical equipment, and technology, plast…
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Show Notes: Post on X from Subu Trade on 5.13.25 - https://x.com/SubuTrade/status/1922325201313816774 Post on X from Willie Delwiche on 5.13.25 - https://x.com/WillieDelwiche/status/1922255070084694318 No Taxes On Tips, Overtime, And Social Security? Not Exactly. By: Kelly Phillips published on May 15th, 2025 https://www.forbes.com/sites/kellyphill…
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GIVEAWAY!توسط Mark McEvily
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Show Notes: Positive Earnings With a Tariff Divide Source: Charlie Bilello Research from 5/6/25 https://bilello.blog/2025/the-week-in-charts-5-6-25? Source: Bloomberg Article on 5/6 https://www.bloomberg.com/graphics/2025-china-ship-cost-in-tariffs-trade-war/? Goldman Says Bear Market Rallies Are the Norm Source: Bloomberg article on 5/6/25 https:/…
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Show Notes: X post by @isabelnet_sa on April 25, 2025 https://x.com/ISABELNET_SA/status/1915689168627175907 Xpost by bespoke investments https://x.com/bespokeinvest/status/1915408647955337498 X post by Subu Trade 4/24 https://x.com/SubuTrade/status/1915444909500207391 Some Considerations for Key Labor Market Data The Big Picture, Briefing.com https…
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Get answers quickly: How is the American Consumer? How is the American Dollar? How are US Treasuries? How is the Housing Market?توسط Mark McEvily
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Show Notes: Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?توسط Mark McEvily
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Show Notes: Our first episode with JC, recorded on 3.4.2021: https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-episode-87-interview-with-guest-co-host-jc-parets/توسط Mark McEvily
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Show Notes: https://youtu.be/FZMv4pNqAmoتوسط Mark McEvily
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Show Notes: Hard vs Soft Data Explained Source: Briefing.com Big Picture 3/28/25 https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htmتوسط Mark McEvily
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The Independent Advisors Podcast Episode 293: The Stock Market is the Scoreboard for Success
39:50
Show Notes: Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714? Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-rig…
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Show Notes: Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786? Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893? Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix …
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shownotes: Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951? Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890? Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337? Post on X from the Daily Chartbook on…
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We know fear is heightened right now. Hold tight to the data, research and what history's patterns tell us. When the stock market rattles you, lean on your advisors. #stocks #stockmarket #investing #economy #fear https://youtu.be/aSFwiDiMvVw https://www.jessupwealthmanagement.com/disclosures-pageتوسط Mark McEvily
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The Independent Advisors Podcast Episode 290: We Love a Wall of Worry Feat. Special Guest, Matt Cerminaro!
35:10
Show Notes: For charts, please visit our YouTube Channel https://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQتوسط Mark McEvily
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Show Notes: Bloomberg Article on 2/20 https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?cmpid=eveus&utm_medium=email&utm_source=newsletter&utm_term=250221&utm_campaign=eveus&sref=KaV2wJ0v X post from Coiled Spring Capital on 2/26 https://x.com/coiledspringcap/status/1894754608930803939 X post from The Tradin…
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Show Notes: Tweet from David Zarling on 2/3/25 https://x.com/AdaptivCharts/status/1886509803528446131/photo/1 Tweet from Evan SS6 on 1.30.25 - https://x.com/Evan_ss6/status/1884999500130893916 Post on X from Aurelius on 1.15.25 - https://x.com/aureliusltd28/status/1879524511957352781? Blog post from Mike Piper on 2.10.25 discussing Roth vs Tax-Defe…
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Show Notes: Blog Post from Ryan Detrick on 1/31/25 titled “As Goes January, So Goes the Year? The Bulls Hope So.” - https://www.carsongroup.com/insights/blog/as-goes-january-so-goes-the-year-the-bulls-hope-so-2/ Post on X from Ryan Detrick on 1.23.25 - https://x.com/RyanDetrick/status/1882540160124072082 Post on X from Seth Golden on 1.19.25 - http…
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Show Notes Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-pageتوسط Mark McEvily
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Show Notes: https://x.com/chamath/status/1873144394100187263?s=12&t=Godkt5FzuqWcmpmvo2G5Jg https://x.com/mikezaccardi/status/1873096140364890515? https://x.com/mikezaccardi/status/1875908291093823587? https://ofdollarsanddata.com/rent-vs-buy-calculator/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jess…
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Show Notes: https://www.linkedin.com/in/r%C3%A9gulo-alfonso-depablos-9159821ab @alfcharts https://www.stockmarkettv.com/alfonsos-daily-noteتوسط Mark McEvily
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Show Notes: Blog post from Adam Turnquist on 1/2/25 titled “Santa Claus Rally in Jeopardy - https://www.lpl.com/research/blog/santa-claus-rally-in-jeopardy.html? Tweet from Ryan Detrick on 12/31/24 - https://x.com/ryandetrick/status/1874127859624861918?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Article from ThinkAdvisor by David Blanchett titled “How Retirement…
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The Independent Advisors Podcast Episode 282: 2025, Where we stand and where we might be headed.
43:50
Tweet from Charlie Bilello on 12.19.24 - https://x.com/charliebilello/status/1869731498439647290? The IRS Is Sending up to $1,400 to One Million People: Are You Eligible? By Kelley Taylor https://www.kiplinger.com/taxes/irs-sending-payments-to-one-million-people FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y…
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Show Notes: Tweet from Jason Goepfert on 12.18.24 - https://x.com/jasongoepfert/status/1869490448374649331? Article written on Schaeffer’s Investment Research titled “What the Latest Dow Shakeup Could Mean” by Rocky White back on 11/5 - https://www.schaeffersresearch.com/content/analysis/2024/11/05/what-the-latest-dow-shakeup-could-mean? Article wr…
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Show Notes: https://x.com/nickgerli1/status/1865160521428750756 https://x.com/nickgerli1/status/1865162039842513110 Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/ Charlie Bilello’s 7 Lessons from 2024 (12/10/24) https://bilello.blog/2024/7-l…
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Show Notes: Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog/what-happens-after-back-to-back-20-gains/? Mark Item #3 – Post on X from Jesse Felder on 11.19.24 - https://x.com/jessefelder/status/1858922638942630161? Financial Planning Topic of the week – Scared To…
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Show Notes: Article from Adam Turnquist, Chief Technical Strategist at LPL on 11/14 titled “The Dollar Reaches a Potential Inflection Point” - https://www.lpl.com/research/blog/the-dollar-reaches-a-potential-inflection-point.html? Article from Bespoke titled “The Day After…2016 Redux” - https://www.bespokepremium.com/interactive/posts/think-big-blo…
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The Independent Advisors Podcast Episode 277: Risk On, Game On! Stocks are strong awaiting the new administration.
49:40
Show Notes: Article from the WSJ on 11/11 titled “Does Warren Buffett know Something That We Don’t” - https://www.wsj.com/finance/investing/does-warren-buffett-know-something-that-we-dont-48fabc9d?st=b7TGaL X Post from Alfonso De Pablos, CMT on 11/7/24 - https://x.com/AlfCharts/status/1854622839778722100? FireFlies AI Software Link: https://app.fir…
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Show Notes:توسط Mark McEvily
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Show Notes: 2024 vs 2025 Tax Brackets: Married Filing Jointly https://www.nerdwallet.com/article/taxes/federal-income-tax-bracketsتوسط Mark McEvily
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Show Notes: https://x.com/SJD10304/status/1846302979147944358? https://www.carsongroup.com/insights/blog/why-there-could-be-years-left-to-this-bull-market/? https://www.bloomberg.com/news/articles/2024-10-21/s-p-500-s-decade-of-big-gains-is-over-goldman-strategists-say? https://www.bloomberg.com/news/articles/2024-10-21/carson-block-says-close-your…
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This week, we welcomed a special guest, Chad Hooper. Chad is the owner and founder of Medicare4U LLC.توسط Mark McEvily
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The Independent Advisors Podcast Episode 272: The Internal Battle Is Your Portfolio's Greatest Enemy
34:23
Show Notes: https://www.carsongroup.com/insights/blog/six-things-to-know-about-rate-cuts/? https://www.newsweek.com/florida-biggest-insurer-increase-rates-1935388 https://www.visualcapitalist.com/the-most-reliable-car-brands-according-to-consumer-reports/? https://www.kitces.com/blog/social-security-sustainability-trust-fund-benefits-taxes-legislat…
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Tweet from Compounding Quality on 8.28.24 - https://x.com/qcompounding/status/1828734560659497205?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Seth Golden on 8.18.24 - https://x.com/sethcl/status/1825185437452828877?s=12&t=Godkt5FzuqWcmpmvo2G5Jgتوسط Mark McEvily
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The Independent Advisors Podcast Episode 270: The Monster Under the Bed Isn't Real.... with Ryan Detrick, CMT
34:49
Show Notes: Outlook for stocks after Fed rate cut: historically positive Possibility of election year seasonal weakness No recession expected; mid-cycle slowdown predicted Consumer balance sheets in good shape Bonds expected to rally with anticipated Fed rate cuts Productivity surge in the U.S. economy- expected to support continued economic growth…
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#269 Topics:توسط Mark McEvily
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Show Notes:توسط Mark McEvily
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The Independent Advisors Podcast Episode 267: Don't Be Surprised, But Don't Try To Time The Market Either.
33:22
Show Notes: X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwab https://x.com/KevRGordon/status/1828042176057811051 X Post from Liz Young, Head of Investment Strategy at SoFi https://x.com/LizThomasStrat/status/1828098863108128812 Research from 8/17/24 https://x.com/FactSet/status/1824935004943556922 https://x.com/FactSet/status/…
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Show Notes: Twitter: @MikeZaccardi LinkedIn: @Mike Z.توسط Mark McEvily
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Show Notes: Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly? Tweet from Brian G on Twitter - https://x.com/alphacharts/status/1821261266939510918? US Wage Growth X post from Charlie Bilello on 8/14 https://x.com/charliebilello/status/1823710733168996606 C-Suites me…
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Show Notes: Tweet from Ryan Detrick on 8.2.24 - https://x.com/RyanDetrick/status/1819476646589878465?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Friday%2C+August+2%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email Tweet from Ryan Detrick on 8.6.24 - https://x.com/ryandetrick/status/1820678336277856286?s=12&t=Godkt5FzuqWcmpmvo2G5Jg T…
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Show Notes: https://www.ssa.gov/news/press/releases/2024/#7-2024-1 https://www.optimisticallie.com/p/rate-cuts-are-coming? https://x.com/granthawkridge/status/1813374265686999061? Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealthتوسط Mark McEvily
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Show Notes: X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/? Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23 https://x.com/MichaelKantro/sta…
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Show Notes • Barchart - Potential Federal Reserve rate cut sometime in 2nd half of 2024 • Global Markets Investor - Recession in the future? • Ben Carlson - Total Returns in the past 5 years • Bespoke - Markets pricing a ZERO percent chance of NO rate cut by Septemberتوسط Mark McEvily
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Tweet from Ryan Detrick on 6.28.24 - https://x.com/RyanDetrick/status/1806751672347095443? Article by Emily Flitter at the NYT with commentary from Kitces.com titled “Why is car insurance so expensive?” - https://www.nytimes.com/2024/05/15/business/car-insurance-cost-inflation.html Blog post from Adam Turnquist at LPL on 6.27.24 - https://www.lpl.c…
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Show Notes: Tweet from Ryan Detrick - https://x.com/RyanDetrick/status/1798762012933231097? Blog post by Ben Carlson titled “Roger Federer vs. The Stock Market”- https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/ FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y…
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Show Notes: Article from Carl Swenlin on Stockcharts.com titled “Deja Dot.com Disaster?” on 6.20.24 - https://stockcharts.com/articles/decisionpoint/2024/06/deja-dotcom-disaster-405.html? Chart from Adam Turnquist with LPL on 6.24.24 regarding seasonality of the volatility index - https://www.lpl.com/research/blog/how-low-can-volatility-go.html? Gr…
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Show Notes: Tweet from David Cox, CMT, CFA on 6.14.24 - https://x.com/DavidCoxRJ/status/1801606503608013123? Article from Allan Roth on Advisor Perspectives titled “Why Stock Buybacks Are Great For Investors” on 5/23/24 - https://www.advisorperspectives.com/articles/2024/05/23/why-stock-buybacks-great-for-clients-allan-roth Tweet from Trend Spider …
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