Jessup Wealth Management

05/28/2026

New episode of The Independent Advisors Podcast is now live!

We had the pleasure of sitting down with Chris Kershner, President
& CEO of the Dayton Area Chamber of Commerce, for a great conversation
about the future of the Dayton region and the momentum building across our
local economy.

We discuss:
• Economic growth and diversification
• Workforce challenges and talent development
• Downtown Dayton redevelopment
• Entrepreneurship and local business support
• The industries helping drive Dayton forward

A big thank you to Chris for joining us and sharing his insight on the
opportunities ahead for businesses and families throughout the Dayton Region!

Tune in now!

05/27/2026

Today, we are reminded of the blessing that is being neighbors with Ashley's Pastry Shop! They kindly dropped off some Sprinkle Cakes for us to test!

It's an A+ from us... absolutely delicious and so cute!! Go visit them and try their new Sprinkle Cakes!

05/27/2026

Tomorrow on The Independent Advisor Podcast:

We sit down with Chris Kershner, President & CEO of the Dayton Area Chamber of Commerce, for an inside look at the Dayton economy, the industries driving regional growth, workforce challenges, and what’s ahead for local businesses over the next 5–10 years.

From entrepreneurship and innovation to Dayton’s momentum and opportunities ahead... this is a conversation you won’t want to miss.

Stay tuned for Episode 352 tomorrow!

05/22/2026

Earnings season continues to surprise to the upside 📈

In our newest podcast episode, we discuss:
• 86% of S&P 500 companies beating earnings estimates
• Median earnings beats coming in 6% above expectations
• Blended EPS growth reaching an impressive 28.1%
• Strong growth across tech, communication services, and consumer discretionary sectors

Despite inflation concerns and market volatility, corporate earnings continue to show resilience... a key reason markets have remained strong in 2025.

Tune in as we break down what these numbers could mean for investors moving forward while Nick fight the urgent to go off on a P/E ratio tangent!

05/22/2026

Meet the Team!

Introducing our Director of Research, Nick Whitaker!

Nick joined JWM in 2021, making the move from the fast-paced trading floors of North Carolina to our boutique firm here in Ohio.

Hear more about Nick’s journey, his role at JWM, and how he spends his time outside the office.

https://youtu.be/fWShG0Q250Q

05/21/2026

New Podcast Episode Alert 🎙️

Is active management making a comeback? As more investors crowd into
the same passive strategies, new market opportunities may be emerging for those
willing to think differently.

We discuss:
• Why crowded investment strategies can create opportunity
• The recent surge in semiconductor and tech stocks
• Inflation pressures from oil, commodities, and transportation costs
• The new Trump IRA retirement savings program
• Strong earnings and what volatility could mean moving forward

05/20/2026

Check out this week's Show Notes before episode 351 goes live tomorrow!

05/19/2026

Now with Jessup Wealth Management, get identity theft protection for a fraction of the price.
Enroll in minutes to get 24-44% off your first year* through the JWM promo link.

https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode=JSPW24&VENDORID=_JESSUPWM&om_ext_cid=ext_partner_JSPW24_Productpage

05/18/2026

What Happens After Wealth Transfers – And Why the Structure Matters

https://conta.cc/4ukZZZF

Email from Jessup Wealth Management, Inc In my last blog post, I discussed how account titling and asset ownership structure can control more than estate documents themselves. It’s natural to focus on

05/15/2026

Meet the team!

Introducing Client Service Associate, Megan Manta!

We loved having Megan in the office this week! Since she normally works full-time remotely from Houston, Texas, we had to get her on camera while she was here visiting the team!

https://youtu.be/Znn8H0yZLMc