Jessup Wealth Management

Jessup Wealth Management Your Premier Boutique Wealth Management Firm

JWM's comprehensive September Market Update just hit inboxes. Here's what it had to say about the state of the market: e...
09/02/2026

JWM's comprehensive September Market Update just hit inboxes. Here's what it had to say about the state of the market: equities rebounded in August, historically one of the weakest months of the year. The S&P 500 gained 2.6%, the Nasdaq climbed 3.9%, and every major index finished in positive territory.

The market has largely ignored the usual seasonal pattern this year, and the fundamental backdrop remains strong. Most companies are beating both earnings and revenue estimates.

A few catalysts are still ahead this fall, including a CPI report and Fed meetings, so some near term volatility wouldn't be unusual. Our investment thesis hasn't changed.

For the full update, sign up for our newsletter on our website.

Advisory services are offered through Jessup Wealth Management, an SEC Registered Investment Advisor.

Tomorrow on The Independent Advisors Podcast:A quick preview of what's coming:*Why a strong August could set up a strong...
09/02/2026

Tomorrow on The Independent Advisors Podcast:

A quick preview of what's coming:

*Why a strong August could set up a strong finish to the year
*An update on the four year presidential cycle
*Is tech really the priciest sector right now? (the answer might surprise you)
*A record stat on how much Americans are spending on hobbies
*Why a trusted contact on your investment accounts is worth considering

Tune in when the new episode lands tomorrow on your favorite streaming platform.

09/01/2026

Is the national debt really at record levels? Mark looks at the number that tells the real story: interest payments as a percentage of federal spending.

Right now that's about 16%.

The average since 1947 is 15%.

We've heard "debt crisis" warnings for 20 years, and this measure has spent much of that time below average. Give it a watch to see why this isn't a top concern right now.

08/27/2026

New episode alert! Episode 365 of The Independent Advisors Podcast is out now. Give it a listen on YouTube or your favorite streaming service.

This week, Aaron and Nick cover a lot of ground, including what's going on with the bond market and Treasury yields, why the "US debt crisis" headlines might be overblown, and a look back at the history of the 401(k).

In 1983, less than 20% of Americans owned stocks. Today it's over 60%.

Our hosts this week also discuss proposed changes that could modernize how retirement account rollovers work, including a possible end to paper checks.

Give it a listen and let us know what you think!

Listen: https://www.jessupwealthmanagement.com/podcast
Watch: https://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQ

https://www.jessupwealthmanagement.com/disclosures-page

Check out this week's Show Notes before episode  #365 goes live tomorrow!
08/26/2026

Check out this week's Show Notes before episode #365 goes live tomorrow!

All the JWM kids have gone back to school! We wish them a wonderful 2026-2027 school year!
08/21/2026

All the JWM kids have gone back to school! We wish them a wonderful 2026-2027 school year!

08/20/2026

"Dad, is it a bear market?"

New episode is live! 🎙️

Growing up in an entrepreneurial household, Matt Jessup's kids figured out something no one taught them: when dad's in a bad mood, it's usually the market's fault. On this week's podcast, Rachel and Matt open up about what it was really like in the early days and how it has evolved, building Jessup Wealth Management, as a couple, as parents, and as newlyweds thrown straight into the deep end.

· Engaged, married, and going independent … all in the same crazy year (2009)
· Doing the job of 13 people … while renovating a house and answering every phone call themselves
· "I felt like I was drowning … everyone needed a life preserver, and nobody had one."
· Work talk used to mean frustration. Now it means integration, and it's just part of life.

And through all the ups and downs, JWM has never laid off a single employee … even through the toughest years.
The secret? Hire for character, not resume. Trust each other's strengths. Choose each other, every time.

This one's honest, funny, and a real look at what it takes to build a business, and a marriage, at the same time. You won't want to miss it! Matthew Jessup & Rachel Jessup

08/19/2026

Address

Oakwood, OH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+19379389105

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