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

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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 13, 2020Episode 46: Huge Unemployment Numbers, What the Fed is doing about it & Social Security: Will it remain?
Mark & Matt Discuss the Following on Episode #46:
Re-Opening ramps up
Unemployment Data
Pent Up Demand for Consumption
Social Security: Will it stick around?

www.jessupwealthmanagement.com

Twitter Accounts:

@JessupWealth

@MarkMcEvily

@matthewcjessup
...more
45min
May 06, 2020Episode 45: Are we over complicating why the market hasn't fallen further?
Mark & Matt Discuss the Following on Episode #45:
Climbing the wall of worry
The disconnect between the stock market and the economy
How are low interest rates affecting the stock market losses?
Focusing on what you can control

www.jessupwealthmanagement.com
Twitter Accounts:
@JessupWealth
@MarkMcEvily
@matthewcjessup
...more
45min
April 30, 2020Episode 44: Re-Opening, Oil, Money Supply, Roth Conversions
Mark & Matt Discuss the Following on Episode #44:
States begin opening up in phases
What is going on with oil?
The money supply
Time to think about Roth conversions?

www.jessupwealthmanagement.com
Twitter Accounts:
@JessupWealth
@MarkMcEvily
@matthewcjessup
...more
34min
April 16, 2020 Episode 43: US Financial System, Stocks vs The Economy, Retirement Planning in 2020

Mark & Matt discuss COVID-19 updates, the relationship between Private Equity and Public Pension Plans, stocks anticipating economic recoveries, and retirement planning in 2020.

www.jessupwealthmanagement.com
Twitter Accounts:
@JessupWealth
@MarkMcEvily
@matthewcjessup

...more
49min
April 09, 2020Episode 42: Markets rebound off the lows, Sources of emergency cash, Reviewing relief from the CARES Act.
Mark & Matt Discuss the Following on Episode #42:
Second economic stimulus bill on the way
Tracking COVID-19 and how to re-open the economy
Reviewing relief for retirement accounts
Is the sell off different this time?
Sources for emergency cash
*Show notes from this episode can be found HERE
Company Website:
www.jessupwealthmanagement.com

Twitter Accounts:
@JessupWealth
@MarkMcEvily
@matthewcjessup
...more
45min
April 01, 2020Episode 41: Markets Rebound, 4 questions investors have & Revisiting your IRA Beneficiaries
Mark & Matt Discuss the Following on Episode #41:
Markets Rebound off of the lows
What are the markets watching right now?
4 Questions that investors have currently
Corporate Insiders scooping of shares of stock amid selloff?
It may be time to revisit your IRA Beneficiaries
www.jessupwealthmanagement.com
Twitter Accounts:
@JessupWealth
@MarkMcEvily
@matthewcjessup
...more
43min
March 31, 2020 Episode 40: The Coronavirus Aid, Relief, and Economic Stimulus Act of 2020 (CARES Act)
Mark & Matt Discuss the Following on Episode #40:
This week, Mark and Matt dig into The Coronavirus Aid, Relief, and Economic Stimulus Act of 2020 (CARES). Included is discussion about the following:
1. Direct Checks to American Households
2. Coronavirus Distributions from certain retirement accounts
3. Loan Enhancements from Employer Sponsored Retirement Plans
4. Required Minimum Distributions are eliminated for 2020
5. Student Loan Relief
6. Unemployment Benefits Expanded
7. How the CARES Act Bill helps Small Business Owners

Twitter: @MarkMcEvily, @matthewjessup, @jessupwealth
...more
55min
March 26, 2020 Episode 39: Bespoke Investment Founder Paul Hickey Joins Mark & Matt
Joining us this week is Paul Hickey. Paul is the founder of Bespoke Investment Group and head portfolio manager for Bespoke’s Wealth Management services. Paul's professional experience in finance runs the spectrum of equities, fixed income, and structured products. He is also a frequent guest on Bloomberg and CNBC. The three discuss the following on Episode #39:

1.            Intro to Paul and how he got started in the industry
2.            Paul's current position with Bespoke (day to day roles/responsibilities)
3.            What is Paul’s research telling him right now in regards to equity markets?
4.            Bear Markets and how they end
5.            Most important things for the market right now
6.            Dramatic price dislocations over the past few weeks due to lack of liquidity
7.            How individual US sectors will be impacted
8.            Presidential Election
Bespoke Twitter Account: @bespokeinvest
Website: www.bespokepremium.com
...more
49min
March 19, 2020Episode 38: Lower Interest Rates, Gov't Stimulus, Price Dislocations, The price we pay, Time to Re-Fi?
Mark & Matt Discuss the Following on Episode #38:
Fed cuts interest rates in emergency fashion (again)
Potential Stimulus Plans from Government
Why are we seeing such volatile price swings from day to day?
Risk/Reward of investing in the stock market
Is it time to refinance your mortgage?
...more
46min
March 12, 2020Episode 37: Brad McMillan (CIO of Commonwealth Financial Network) joins Mark & Matt this week to talk markets
Joining Mark and Matt this week is Brad McMillan. Brad is the Chief Investment Officer and Managing Principal of Commonwealth Financial Network. Brad has his own blog where he posts his thoughts every couple of days. He is regularly quoted in the media, including the Wall Street Journal, Barron's and the New York Times. Brad is also a regular guest on Bloomberg and CNBC. The three discuss the following on the podcast:
Brad's Background
The current market environment
The Coronavirus
Record Low Treasury Yields
Consumer Spending
Federal Reserve Stimulus
Brad's Book - Crash Test Investing
Check out Brad's Blog "The Independent Market Observer"
Twitter: @BradMcMillanCFA
...more
28min

FAQs about The Independent Advisors:

How many episodes does The Independent Advisors have?

The podcast currently has 356 episodes available.