The Independent Advisors Podcast Episode 318

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!
There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

Take advantage of our partnership with LifeLock and get discounts using our link:
https://lifelock.norton.com/offers?ex... JSPW24&VENDORID= JESSUPWM&om_ext_cid=ext_partner JSPW24_Productpage $)

Federal Reserve Policy and Market Impact
Historic rate cut execution delivered first reduction since December 2023, moving from 4.25%-4.5% to 4%-4.25% range (03:11)
Fed justified decision citing moderated economic growth in first half of year and slowed job gains with rising unemployment

Market Performance and Seasonal Trends
Strong broad-based momentum across major indices through September 17th market close (01:23)

Summer rally sustainability supported by historical precedent analysis from Carson Group research (09:50)

Consumer Economics and Wealth Distribution
Wealthy consumer dominance fundamentally reshapes U.S. economic stability through concentrated spending power (17:37)

Future refinancing wave potential could drive next major consumer spending cycle as rates decline (34:45)

Alternative Asset Performance and Generational Perspectives
Gold's exceptional 2025 performance represents best year since 1979 with over 40% gains, raising historical context questions (23:23)

Build-A-Bear anomaly illustrates disconnect between company perception and stock performance over five-year period (13:12)

Generational Investment Philosophy Divide
Bank of America 2024 study reveals fundamental philosophical differences between age cohorts regarding optimal growth investments (26:52)

Historical market trauma effects continue influencing investment decision-making across generational lines (30:18)

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.co...