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)

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

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 $) 

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 investing

Show 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

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 Estimates
• New Fed Chair’s impact on market behavior
• May Jobs Report
• Oil Supply update
• CME Rates

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

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)

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 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 $)

344 Topics:

• Markets pulled back in Q1; Nasdaq in correction, volatility rising, but historically normal
• Sentiment signals (high correlation, put buying) suggest a potential market bottom forming
• Tech stocks attractive: Magnificent Seven down, valuations cheaper despite strong earnings growth
• Geopolitical tensions driving short-term noise, not long-term fundamentals
• Historical trends (midterm years) point to volatility followed by strong recoveries
• Scam awareness: rising cybercrime and “recovery scams” targeting investors
• Earnings season ahead could shift focus back to fundamentals and spark a rebound
• Show Notes:

Post on X from The Chart Report on 3.27.26 - https://x.com/TheChartReport/status/2037520080737546310

Post on X from JC Parets on 3.27.26 - https://x.com/JC_ParetsX/status/2037565066174677041

Article on March 13th from Tara Siegel Bernard with the NYT titled “His Father Lost His Life’s Savings in a Scam. A Fake Lawyer Offered to Help.” - https://www.nytimes.com/2026/03/13/business/financial-fraud-money-scams-elderly-recovery.html?

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

Article from David Harrell on Morningstar titled “Don’t Fall for This Common Dividend Mistake When Investing for Retirement” on 10/30/2025 - https://www.morningstar.com/retirement/dont-fall-this-common-dividend-mistake-when-investing-retirement

Post on X from Ryan Detrick on 3.20.26 - https://x.com/RyanDetrick/status/2035042415774511545

Financial Planning Topic of the Week

https://www.plancorp.com/blog/mega-backdoor-roth

343 Topics:

• Oil shocks ≠ long-term losses: Markets have historically delivered strong gains following major oil price spikes
• Corrections are healthy: Multiple pullbacks per year are typical, even in strong bull markets
• Dividend yield ≠ total return: High yields can be misleading if price declines offset income
• Covered call ETFs trade growth for income: Higher yields come with capped upside and often lower total returns
• Pullbacks can be buying opportunities: Retests of prior highs often act as strong entry points
• Mega Backdoor Roth = major opportunity: High earners can significantly boost tax-free retirement savings if their plan allows it