Episode Details

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.

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#359 Topics:

 Market Performance & Macro Trends — indices, CPI report, Fed rate expectations (01:09)

 Equity Market Dynamics & Earnings Outlook — 2026 earnings growth, tech insider buying, semiconductor cash flow (15:18)

 Diversification & Asset Allocation Insights — Magnificent Seven underperformance, rotation opportunities (05:40)

 Long-Term Investment Themes & Market Narratives — dot-com comparison, tech volatility, AI infrastructure (08:46)

 Financial Planning: Trump Accounts Update — new kids' savings vehicle, eligibility, setup (27:29)

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