The Independent Advisors Podcast Episode 359: Diamond Hand

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?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

#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