The Independent Advisors

Епизоде

• 
  The Independent Advisors Podcast Episode 364: The Spousal Perspective, Featuring Rachel Jessup 20.08.2026 42мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) Episode #364 Topics• Founding and Early Growth Challenges — 02:40, 05:29, 07:40, 19:53 • Firm Culture and Leadership Philosophy — 11:26, 37:39, 39:15, 14:21 • Family Dynamics and Entrepreneurial Parenting — 17:04, 18:29, 33:15 • Community Engagement and Nonprofit Leadership — 22:37, 25:14, 21:16, 26:33 • Financial Management and Role Delegation — 29:09, 30:32 • Entrepreneurial Advice and Reflections — 33:15, 34:44, 37:39, 39:47Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page
• 
  The Independent Advisors Podcast Episode 363: The pendulum has swung... 13.08.2026 41мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Episode #363 Topics·       Market Performance and Sentiment — 03:14, 05:18, 11:07·       Bull Market Dynamics and Insider Activity — 07:36, 13:28·       Housing Market and Interest Rate Outlook — 14:55, 15:17, 18:53·       Corporate Fundamentals and Valuation Trends — 20:32, 23:36, 27:05·       Income Trends and Socioeconomic Shifts — 30:26·       Retirement Planning and Risk Management — 32:04Show Notes:Post on X from Ryan Detrick on August 4th - https://x.com/RyanDetrick/status/2084662139361395176?s=20 Post on X from Jay Kaeppel on July 21st - https://x.com/jaykaeppel/status/2079624731943162251?s=20 Post on X from Charlie Bilello on August 11th - https://x.com/charliebilello/status/2087177215398084782?s=20 Article on Morningstar written by Amy Arnott, CFA on June 30th - https://www.morningstar.com/retirement/retirees-dont-need-fear-lost-decade-they-need-plan Hosts:Mark McEvily - Chief Investment Officer and Managing PartnerMatthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing PartnerAddress: 35 Park Ave. Dayton, OH 45419Phone: 937-938-9105 https://www.jessupwealthmanagement.com/Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page
• 
  The Independent Advisors Podcast Episode 362: A Lesson in Leverage 06.08.2026 20мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) Episode #362 Topics·       Market performance & macro updates — 01:40·       Financial planning & client engagement — 02:10·       Leverage risks & hedge fund blowup — 03:16·       Market outlook & risk perspective — 09:34·       IPO market volatility & SpaceX update — 11:03·       Credit spreads as sentiment gauge — 15:39Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page
• 
  The Independent Advisors Podcast Episode 361: Scary How Accurate They Are... 30.07.2026 36мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) #361 topics:Market performance & rates (01:49)Fed pause & rate outlook (03:37)Yields & housing pressure (18:44)Retail panic selling (22:53)High beta tech losses (24:26)Microsoft earnings jump (12:35)Down payment savings crisis (28:55)Minimum wage down payment gap (30:25)Ohio housing cost trends (32:03)Insider trading bill (16:28)Politician trade transparency (18:24)Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page
• 
  The Independent Advisors Podcast Episode 360: The Bubble Talk Nobody Fact-Checked 23.07.2026 26мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) Topics: Sector Rotation & Tech "Bubble" Narrative — Energy vs. Technology leadership data (12:09)  Earnings Season Strength — beat rates, guidance trends (02:51)  Volatility Seasonality & Q3 Risk — VIX trends, historical patterns (07:17)  Seasonal & Historical Market Patterns — August/September weakness, strong Q4 outlook (05:34)  Global Revenue & Currency Impact — S&P 500 foreign revenue share (14:55)  Retirement & Financial Planning Insights — advisor engagement, retirement income shifts, common regrets (16:50)Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page
• 
  The Independent Advisors Podcast Episode 359: Diamond Hand 16.07.2026 36мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) #359 Topics: Market Performance & Macro Trends — indices, CPI report, Fed rate expectations (01:09)  Equity Market Dynamics & Earnings Outlook — 2026 earnings growth, tech insider buying, semiconductor cash flow (15:18)  Diversification & Asset Allocation Insights — Magnificent Seven underperformance, rotation opportunities (05:40)  Long-Term Investment Themes & Market Narratives — dot-com comparison, tech volatility, AI infrastructure (08:46)  Financial Planning: Trump Accounts Update — new kids' savings vehicle, eligibility, setup (27:29)Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page
• 
  The Independent Advisors Podcast Episode 358: "Can't afford to take risk off..." 08.07.2026 26мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Show Notes:Post on X from Ryan Detrick on 7.1.26 - https://x.com/RyanDetrick/status/2072147268589813875 Chart from JPMorgan Asset Management’s “Guide to Retirement” 2026 slide deck - https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/ Chart From JPMorgan Asset Management’s “Guide to Retirement” 2026 slide deck - https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/Article written by Jim Dahle on The White Coat Investor on June 9th titled “Great Reasons to have a Tax-Deferred Account” - https://www.whitecoatinvestor.com/tax-deferred-accounts/ Market Performance & Economic Insights — July market trends, midterm-year patterns (01:00)New "530A" Child Retirement Accounts — $1,000 government seed money for kids' IRAs (03:30)Retirement Spending Variability & Portfolio Management — spending fluctuations, stock allocation strategy (09:30)Tax-Deferred Accounts & Strategic Tax Planning — pre-tax vs. Roth, QCDs, medical deductions (18:00)Hosts:Mark McEvily - Chief Investment Officer and Managing PartnerMatthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing PartnerAddress: 35 Park Ave. Dayton, OH 45419Phone: 937-938-9105 https://www.jessupwealthmanagement.com/Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth 
• 
  The Independent Advisors Podcast Episode 357: "Betting on Corporate America Usually Wins" 02.07.2026 24мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) First Half Market Returns — 01:38Positive Second Half Historical Data — 03:18July Seasonality/Earnings Season — 08:08Earnings Volatility (banks) — 21:26Contrarian Rate Cut View — 06:45Fed Inflation vs. Market Pricing — 09:36Record Profit Margins — 11:09Long-Term-Care Insurance Interest — 15:35Show Notes:Post on X from Ryan Detrick on June 30th - https://x.com/ryandetrick/status/2072145073123287148?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Post on X from Ryan Detrick on June 30th with regards to the end of Q2 - https://x.com/ryandetrick/status/2072152404204691612?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Post on X from Jeffrey Hirsch on June 26th - https://x.com/AlmanacTrader/status/2070552258027122870?s=20 Post on X from Rob Anderson back on January 26th this year - https://x.com/_rob_anderson/status/2014766234311553220?s=20 Article written by Christine Benz on Morningstar on August 11th 2025 titled “Does Long-Term-Care Insurance Add Up? - https://www.morningstar.com/retirement/does-long-term-care-insurance-add-up
• 
  The Independent Advisors Podcast Episode 356: Stay In Your Lane. 25.06.2026 29мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) Show Notes:Post on X from Randy Dunham on June 22nd - https://x.com/itmrandy/status/2069069113360633898 Post on X from Brian Feroldi on June 24th - https://x.com/BrianFeroldi/status/2069815175272681686
• 
  The Independent Advisors Podcast Episode 355: The Market Is Justified 18.06.2026 40мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) • Market Update & Fed Outlook (1:40–6:20) – Market performance, inflation data, and interest rate expectations. • Social Security Solvency (9:10–10:40) – Trust fund projections and potential benefit changes. • AI Spending & Tech Growth (13:30–15:00) – Rising AI infrastructure investment and its impact on tech stocks. • Consumer Wealth Trends (17:50–21:30) – Growth of the upper middle class and its influence on spending. • Bond Market Risks (23:30–26:50) – How interest rate changes affect bond prices and volatility. • College Savings Strategies (28:45–32:50) – Comparing 529 plans and brokerage accounts for education savings.Show Notes:Article from Lorie Konish on June 9th on CNBC titled “Social Security retirement trust fund may be depleted in 2032, new trustees report finds” with commentary from Kitces.com - https://www.cnbc.com/2026/06/09/social-security-trustees-report-depletion-dates.html Post on X from Ryan Detrick on June 15th - https://x.com/RyanDetrick/status/2066551008654762075 - Article by Dalvin Brown in the Wall Street Journal titled “The Financial Planning Expert Who’s Boycotting 529s for His Kids” - https://www.wsj.com/personal-finance/the-financial-planning-expert-whos-boycotting-529s-for-his-kids-6c3e32fc?st=KgKuSt&reflink=desktopwebshare_permalink- Article by Anna Garcia titled “Why Advisors don’t Recommend 529s” outlines a different approach - https://thecollegefinanciallady.com/2026/01/27/why-advisors-dont-recommend-529s/Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page
• 
  The Independent Advisors Podcast Episode 354: Not Over Yet! 11.06.2026 34мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) ·       Market Pullback & Outlook (2:41)·       Earnings Season Expectations (6:56)·       SpaceX IPO & IPO Market Trends (7:28)·       Fear, Volatility & Investor Behavior (8:25)·       Technology Sector Momentum & Earnings Growth (11:16)·       Historical IPO Activity & Market Context (17:04)·       IPO Investing Considerations (20:02)·       Tech Valuations vs. the Dot-Com Bubble (21:40)·       Long-Term Perspective on Technology Investing (24:50)·       Nine-Week Market Winning Streak Analysis (25:10)·       Inheritance Spending & Wealth Transfer Risks (26:40)·       Estate Planning & Preserving Family Wealth (29:50)·       Market Sentiment & June Outlook (31:00)Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page
• 
  The Independent Advisors Podcast Episode 353: Lends to the Bulls 04.06.2026 22мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-pageShow Notes:Post from Ryan Detrick on X on 5.3.26 - https://x.com/ryandetrick/status/2051041560565809579?Post on X from Astra Insights on May 1st - https://x.com/AstraInsights/status/2050185241453609222?s=20 Blog Post from The White Coat Investor on May 12th titled “4 Reasons Why We’re Spending Our HSA Money – And Why You Should Too - https://www.whitecoatinvestor.com/spend-hsa-money-now/
• 
  The Independent Advisors Podcast Episode 352: ft. Dayton Area Chamber of Commerce President & CEO, Chris Kershner 28.05.2026 33мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)  Economic diversification & regional growth — (11:06)  Logistics & transportation expansion — (12:23)  Healthcare & regional quality of life — (13:28)  Local business support & community spending — (14:45)  Workforce challenges, talent attraction & development — (19:37, 20:50, 23:18)  Relationship-driven business culture & leadership — (22:02, 23:50, 26:59)  Downtown Dayton redevelopment & urban core growth — (24:30, 25:41)  Chamber strategy, events & member support — (28:15, 30:33)
• 
  The Independent Advisors Podcast Episode 351: Advantageous Ways to Invest in Certain Rate Environments 21.05.2026 49мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) #351 Topics• Market Performance & Interest Rates (02:58–07:38, 23:58–24:32) YTD market gains, rising Treasury yields, and higher rates not necessarily hurting stocks • Sector Trends & Active Management (18:17–19:45, 30:34) Tech/semiconductors leading markets; managers becoming more cautious • Investor Psychology (13:47) Focus on staying invested rather than timing the market • Inflation Pressures (10:57, 27:21) Commodity, oil, and trucking costs keeping inflation elevated • Trump IRA Program (37:50–46:02) New retirement savings plan with federal matching contributions • M&A & IPO Activity (08:45–09:50) Utility merger news and rising IPO activity like SpaceX • Earnings & Volatility (33:57–35:20) Strong earnings supporting markets despite volatility concerns
• 
  The Independent Advisors Podcast Episode 350: Melt Ups 14.05.2026 39мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) 
• 
  The Independent Advisors Podcast Episode 349: What the Markets Signaling 07.05.2026 31мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) #349 Topics• Market rebound & performance trends (02:00) – Strong April/May gains across S&P 500, Nasdaq, and small caps; rapid V-shaped recovery after ~10% drop• Earnings as primary catalyst (04:00) – Q1 earnings significantly beat expectations, driving market strength• Shift back to fundamentals (06:30) – Focus moving to long-term earnings outlook over geopolitical concerns• Seasonality & historical patterns (08:00) – Strong April performance historically signals positive full-year returns• Rising interest rate environment (11:00) – Potential long-term shift away from decades of falling rates• Inflation & bond market signals (12:30–13:00) – Persistent inflation expectations reflected in bond yields and TIPS performance• Bond risk & portfolio implications (14:00–15:00) – Bonds not inherently “safe”; challenges to traditional allocation strategies• Federal Reserve policy outlook (19:00–21:30) – Shift toward more hawkish stance; fewer/slower rate cuts expected• U.S. debt & fiscal concerns (22:00–23:00) – Debt surpassing 100% of GDP; potential inflationary risks• Tech sector valuations & comparisons (25:00–29:30) – Strong fundamentals vs. dot-com era; emphasis on disciplined, long-term investingShow Notes:Post on X from Ryan Detrick on 4.30.26 - https://x.com/ryandetrick/status/2049866359559872599?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Post on X from Thierry Borgeat on 4.27.26 - https://x.com/ThierryBorgeat/status/2048836500557554097?s=20 Post on X from Steve Deppe on 4.28.26 - https://x.com/sjd10304/status/2049169078934204831?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page
• 
  The Independent Advisors Podcast Episode 348: Face The Facts 30.04.2026 30мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! LifeLock Promo Code:Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) #348 Topics:Increasing Earnings EstimatesNew Fed Chair’s impact on market behaviorMay Jobs Report Oil Supply updateCME Rates
• 
  The Independent Advisors Podcast Episode 347: We Love A Motivated C Suite 23.04.2026 21мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) Show Notes:Post on X from Matt Cerminaro, who we have had on the podcast before, on 4.15.26 - https://x.com/mattcerminaro/status/2044546097230626819 Chart from Ryan Detrick from Carson Investment Research on 4.10.26 - https://x.com/ISABELNET_SA/status/2044699590130090009
• 
  The Independent Advisors Podcast Episode 346: Proving Points 16.04.2026 28мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) Show Notes:Post on LinkedIn from Peter Mallouk on April 4th - https://www.linkedin.com/posts/peter-mallouk_over-the-last-75-years-the-average-intra-year-share-7444847892332199936-wAUq/?Post on X from Ben Carlson on March 30th - https://x.com/awealthofcs/status/2038627241551085823 Post on X from Charlie Bilello on March 29th - https://x.com/charliebilello/status/2038333777592684809 #346 Topics:·       Sentiment shift & investor positioning (04:52)·       Market psychology & faster moves (06:23)·       Historical drawdowns & recovery patterns (09:15–12:26)·       Client engagement & resources (07:56–14:02)·       Earnings strength & fundamentals (16:25–18:45)·       VIX signals & volatility outlook (21:09–21:30)·       Long-term volatility & risk management (24:29–25:47)·       Investment philosophy & staying invested (17:50, 26:00)
• 
  The Independent Advisors Podcast Episode 345: Powder Keg 09.04.2026 30мин

  If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Market performance, yields & geopolitics (02:39–03:38)US dollar trends & equity headwinds (05:48–07:39)Bear market signals & short interest (09:22, 24:58)Private credit liquidity risks (11:41–16:15)Economic sentiment & Fed outlook (19:09–23:41)Positioning & market timing cautions (03:38, 25:20)Hosts:Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing PartnerAddress: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page