The Independent Advisors

By Mark McEvily

A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities,... more

4.8

3434 ratings

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about The Independent Advisors:

How many episodes does The Independent Advisors have?

The podcast currently has 356 episodes available.

The Independent Advisors episodes:

May 06, 2021The Independent Advisors Podcast Episode 96: Patience pays with investing
Mark & Matt Discuss the Following on Episode #96:
Patience pays with investing
Sell in May and go away? Not during post-election years
Tax hikes on the horizon?
Semiconductor Update
Federal Reserve Bond Buying Program
What to do if you have over saved for college
Show Notes:1. Tweet from George Maroudas - https://twitter.com/ChicagoAdvisor/status/13874182868712284172. Article written by Jeff Hirsch - https://twitter.com/ChicagoAdvisor/status/1387418286871228417
3. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/13855876222239047684. Tweet by Eddy Elfenbein - https://twitter.com/eddyelfenbein/status/1386664925968453637?s=115. Article written by Chief Mom Officer - https://chiefmomofficer.org/2021/04/05/saving-too-much-for-college-in-a-529-now-what/
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
...more
44min
April 29, 2021 The Independent Advisors Podcast Episode 95: Featuring Special Guest, Peter Lazaroff!
Matt & Mark are joined by Peter Lazaroff! Peter is the Chief Investment Officer at Plancorp! He also writes regularly for The Wall Street Journal, Forbes and his very own blog!
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
...more
40min
April 22, 2021The Independent Advisors Podcast Episode 94: Top 5 Wealth Killers
Mark & Aaron Discuss the Following on Episode #94:
Q1 Equity Returns
Top 5 Wealth Killers
Tax Consequences of short term trading
More inflation numbers
What to do if you’re a decade away from retirement
1. Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../
2. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1381666350591016970
3. Tweet by Peter Mallouk - https://twitter.com/petermallouk/status/1381954651646529536?s=11
4. Tweet by Gavin Baker - https://twitter.com/gavinsbaker/status/1383815616176422913?s=11
5. Tweet from Zerohedge on - https://twitter.com/zerohedge/status/1383820631121141765?s=11
6. Blog post by Peter Lazaroff - https://peterlazaroff.com/10-things-to-do-now-if-youre-a-decade-away-from-retirement/?utm_source=ActiveCampaign&utm_medium=email&utm_content=Individual+vs+Bond+Funds%3A+Which+Should+Be+in+Your+Portfolio%3F&utm_campaign=Mar+23%2C+2021+Newsletter
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
...more
39min
April 15, 2021The Independent Advisors Podcast Episode 93: Leadership Change in the Market
Mark & Matt Discuss the Following on Episode #93:
Leadership change in the market?
More on Growth vs Value
How the Market has performed from the March 23, 2020 bottom
Housing and Credit
Current Market Sentiment
Investing in your 40’s
Show Notes!
1. Ben Carlson - https://twitter.com/awealth.../status/1380201750137868288...
2. Nick Maggiulli - https://ofdollarsanddata.com/started-from-the-bottom/
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
...more
57min
April 06, 2021The Independent Advisors Podcast Episode 92: New Infrastructure Spending Plan, Housing Market update & Investing in your 30's
Mark & Matt Discuss the Following on Episode #92:
Huge Jump in Jobs in March 2021
New Infrastructure Spending Plan
US Housing Update
Manufacturing Update
Understanding Market Moves
Investing in your 30’s
Show Notes:
1. Tweet from Colibri Trader - https://twitter.com/priceinaction/status/1377927537494462469
2. Tweet from Macro Charts - https://twitter.com/MacroCharts/status/1377953964998672386
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
...more
40min
April 01, 2021 The Independent Advisors Podcast Episode 91: It's all about perspective

...more
51min
March 25, 2021The Independent Advisors Podcast Episode 90: Hedges Against Inflation
Mark & Matt Discuss the Following on Episode #90:
FED Remains Accommodative
Hedges Against Inflation
Bond Market Update
More S&P 500 Price Target from “Experts”
How to save when expecting a baby
Show Notes!
1. Ben Carlson - https://twitter.com/awealthofcs/status/1373291324775006212
2. Charlie Bilello - https://compoundadvisors.com/2021/whats-the-best-hedge-against-inflation
3. Ben Carlson - https://awealthofcommonsense.com/2021/03/the-simplest-asset-to-hedge-against-inflation/
4. WallStJesus - https://twitter.com/WallStJesus/status/1373013919690858507
5. Peter Lazaroff & Sara Gelsheimer - https://www.youtube.com/watch?v=yMfEltZ0Ugg&t=22s
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
...more
38min
March 19, 2021The Independent Advisors Podcast Episode 89: Spikes & Dives : Rates and Stocks
Mark & Matt Discuss the Following on Episode #89:
American Rescue Plan Becomes Law
NASDAQ Corrects >10%
How has inflation historically impacted stocks?
What to consider when refinancing your mortgage
1. Tweet by Ryan Detrick https://twitter.com/RyanDetrick/status/1369274077777641478
2. Tweet by Austen Allred https://twitter.com/austen/status/1367984185093324803?s=11
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
...more
37min
March 09, 2021 The Independent Advisors Podcast Episode 88: Retirement Accounts- What you need to know for 2021
Show Notes:
1.Tweet from Michael Goodwell on March 4th: https://twitter.com/MichaelGoo.../status/1367579207530856458
2. Post from Ashby Daniel's blog -The Retirement Field Guide-“Trading One Risk for Another”:
https://retirementfieldguide.com/trading-one-risk-for.../...
3. Excerpt from LPL Research:
https://lplresearch.com/.../26/three-charts-you-need-to-see/
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
...more
26min
March 04, 2021 The Independent Advisors Podcast Episode 87: Interview with, Guest Co-Host, J.C. Parets
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
...more
38min

FAQs about The Independent Advisors:

How many episodes does The Independent Advisors have?

The podcast currently has 356 episodes available.