Episode Details

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• 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

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