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:

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Show Notes:

Blog Post from Matt Cerminaro on February 24th titled “The Craziest Stat of 2026” - https://chartkidmatt.com/p/the-craziest-stat-of-2026

IRS Tax Withholding Estimator

US-Israel strike on Iran & market reaction – VIX peaked mildly, institutional buying, investor confidence (03:24)

Midterm year volatility expectations – Weak early months, Q4 rebound, historical resilience (06:41)

Middle East conflicts & supply chain containment – Limited market disruption, quick recovery (09:23)

US dollar trends & international equity outlook – Unexpected 3.5–4% rebound, impact on global stocks, diversification advice (12:12, 14:30)

Mortgage rates & housing affordability – 30-year rates below 6%, improved buying conditions, sticky home prices (15:22, 16:30)

Tech sector (MAG7) valuation shifts – Low valuations vs. defensive sectors, potential buying opportunities (18:13, 21:20, 28:37)

Market technicals & behavioral insights – S&P 500 moving average contraction, disciplined investing, long-term perspective (22:33, 25:25)

Tax planning & IRS tools – Withholding estimator, biannual review, avoiding penalties (31:46, 33:15)

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

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 from Gunjan Banerji on February 11th: https://x.com/GunjanJS/status/2021621102540476665?s=20

Post on X from Unusual Whales and Trendspider on February 2nd: https://x.com/trendspider/status/2018321929133085044?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post on X from Ryan Detrick on February 1st: https://x.com/ryandetrick/status/2018162240344490198?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Info from Amanda Orson on X: https://x.com/amandaorson/status/2010035644127670660?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Inflation Update: January inflation cooled to 2.4%, easing concerns about persistent price pressures.

Earnings Volatility: Largest post-earnings stock swings since 2012, highlighting a more reactive market environment.

Stock Selection Strategy: Focus on price strength and sector leadership over narratives and headlines.

Analyst Forecast Skepticism: Caution around bold price targets and hype-driven projections.

Volatility as Opportunity: Spikes in fear indicators have historically created buying opportunities.

Credit Card Rate Cap Proposal: A 10% cap could restrict credit access and disrupt risk-based lending.

Impact on Rewards & Lenders: Potential reduction in credit card perks and profitability pressures for issuers.

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 Wall St. Wingman on 2/9: https://x.com/WallStWingman/status/2020898540608741392?s=20

Post on X from Mike Silva on: 2/9 https://x.com/mikepsilva/status/2020968911827763445?s=20

#338 Topics:

Market Volatility: Mixed market returns with S&P 500 up 1.4% year-to-date; NASDAQ down 0.8%.

Jobs Report: January payrolls increased by 130,000; unemployment dropped to 4.3%, with slowest job growth in two decades.

Trucking Volumes Rise: Spot rates climbed $0.61/mile; volumes hit multi-year high, signaling robust economic strength.

Inflation Insights: Real-time inflation shows sub-1% annual rate, suggesting potential for more aggressive Fed rate cuts.

Tech CapEx Surge: Mega tech firms plan $200 billion in AI infrastructure spending, betting on long-term growth.

Broader Market Strength: Non-tech sectors support market stability amid outperformance from transportation stocks.

• Consumer Staples Surge: Record inflows into consumer staples due to attractive dividend yields above 4%, despite modest earnings growth expectations.
• Housing Affordability Crisis: Median age for first-time homebuyers hit 40, with buyers waiting 47% of their life to afford homes.
• Stronger Household Finances: Household net worth increased by $66 trillion; debt-to-asset ratios remain low, aiding resilience against downturns.
• February Market Activity: Key dates include CPI inflation print on February 11 and Nvidia earnings on February 25; expect volatility in midterm election year.
• January Barometer Insight: Positive January for S&P historically leads to 12.2% average annual return; January 2024 had favorable outcomes.

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 $)

· Post-pandemic travel spending surge - travelers prioritizing experiences over luxury goods (22:12)

· Younger travelers spending more on travel despite financial pressures (17:49)

· Rising luxury travel costs, including €2,000/night hotels in Italy (23:42)

· Increase in multi-generational travel across life stages

· Long-term travel planning (5–10 years) integrated with financial planning (05:28)

· Early planning saves money vs. last-minute bookings, especially around holidays (10:52)

· Travel advisor value & compensation model (design fees + commissions) (25:21)

· Relationship-based personalization improves trip quality and reduces stress (14:53)

· Importance of travel insurance for high-cost trips and risk mitigation (18:54)

· Managing geopolitical risk & booking flexibility in unstable regions (29:27)

· Emerging and alternative destinations to avoid crowds and improve value (27:43)

https://www.huffmantravel.com/team/andre-lauren-tony

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

Show Notes:

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 $)

335 Topics:

• Earnings Growth: Goldman Sachs sees 7% EPS growth for Q4 2025; double-digit growth expected in all 2026 quarters.
• Interest Rates: Current fed funds rate at 3.62%; 65% chance of a rate cut by June, likely two cuts by year-end.
• Investment Risks: Illiquidity in private investments risks trapping capital; only 20% of private investments succeed long-term.
• Financial Planning: Estate planning essential for all; consider healthcare directives and financial powers of attorney.
• Investor Behavior: Market returns fluctuate; focus on long-term fundamentals and avoid emotional responses to market news.

• Post on X from Ryan Detrick on 1/5/26 - https://x.com/RyanDetrick/status/2008223219913036143/photo/1
• Blog Post from Nick Maggiulli on November 18th of 2025 titled “The one thing my worst investments had in common” - https://ofdollarsanddata.com/the-one-thing-my-worst-investments-had-in-common/
• https://x.com/amandaorson/status/2010035644127670660?  

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:

o  https://x.com/ryandetrick/status/2009368981023412471?

o  https://x.com/subutrade/status/2009399104686752010?

Substack post from Duality Research on January 5th titled “Bullish, With Eyes Wide Open” - https://dualityresearch.substack.com/p/bullish-with-eyes-wide-open

Post on X from TheMarketStats on 12/5/25: https://x.com/themarketstats/status/1996970098666373405?

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 & interest rate outlook – 03:40

Federal Reserve rate cut expectations & jobs report impact – 09:55

Government shutdown risk (Feb 2026) – 12:50

Supreme Court rulings on tariffs & Fed authority – 14:00

Fed Chair transition & political influence on policy – 15:30

Rate cut expectations vs. Wall Street consensus – 17:50

USMCA trade review & supply chain impacts – 18:45

Auto tax incentives & consumer stimulus – 20:45

2026 midterm election risks – 22:40

AI infrastructure & data center investment – 25:50

Community resistance to data centers – 28:40

Energy demand, grid upgrades & nuclear – 30:10

Defense spending & aerospace opportunities – 31:50

Supply chain resilience & nearshoring – 32:50

M&A activity outlook – 33:15

Bond market volatility & safe-haven assets – 34:50

Earnings growth expectations for 2026 – 35:40

K-shaped consumer spending trends – 36:40

China–Taiwan geopolitical risk – 39:30

Market technicals & compression signal – 41:50

2025 asset class performance review – 44:30

Dollar strength & international investing risks – 46:00

Earnings season timeline & volatility – 49:50

Visa & MasterCard as consumer spending indicators – 51:40

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 $)

#332 Topics:



Show Notes:

Article from Rocky White with Schaeffers Investment Research -https://www.schaeffersresearch.com/content/analysis/2025/11/18/buying-netflix-10-for-1-stock-split-expect-underperformance

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 $)

331 Topics:

Firm Growth & NavX Realty Overview (06:10)

Interest Rates & Market Impact (12:00)

Down Payments & First-Time Buyer Access (16:30)

Regional Housing Trends & Buyer Preferences (19:15)

Seller Strategies & Value-Boosting Improvements (25:20)

Younger Buyers & Equity-Building Strategies (30:00)

Agent Education & Client Support (30:15)

Downsizing & “Lateral Move” Challenges (35:00)

Timing the Market vs. Smart Decision-Making (39:50)

2026 Market Outlook & Final Thoughts (41:30 – 42:50)

https://peeblesgrp.com/