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!
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Show Notes:
Blog Post from Matt Cerminaro on February 24th titled “The Craziest Stat of 2026” - https://chartkidmatt.com/p/the-craziest-stat-of-2026
US-Israel strike on Iran & market reaction – VIX peaked mildly, institutional buying, investor confidence (03:24)
Midterm year volatility expectations – Weak early months, Q4 rebound, historical resilience (06:41)
Middle East conflicts & supply chain containment – Limited market disruption, quick recovery (09:23)
US dollar trends & international equity outlook – Unexpected 3.5–4% rebound, impact on global stocks, diversification advice (12:12, 14:30)
Mortgage rates & housing affordability – 30-year rates below 6%, improved buying conditions, sticky home prices (15:22, 16:30)
Tech sector (MAG7) valuation shifts – Low valuations vs. defensive sectors, potential buying opportunities (18:13, 21:20, 28:37)
Market technicals & behavioral insights – S&P 500 moving average contraction, disciplined investing, long-term perspective (22:33, 25:25)
Tax planning & IRS tools – Withholding estimator, biannual review, avoiding penalties (31:46, 33:15)
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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