Money Talk: The Annex Wealth Management Show - Milwaukee
News, planning insight, and forward thought on the economy, markets, and wealth management.
- Update frequency
- every 7 days
- Average duration
- 33 minutes
- Episodes
- 165
- Years Active
- 2022 - 2025
Saturday, April 26th. Survival of the fittest.
Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next st…
Saturday, April 19th. A sprint before the stumble
Is Q2 GDP growth masking a Q3 slowdown? Dave Spano and Brian Jacobsen break it down in our Week-in-Review, exploring how early boosts could fade without trade policy changes. Curious about true finan…
Saturday, April 12th. So much for last Wednesday.
Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset ric…
Saturday, April 5th. Policy: Bite the Bullet.
Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt like an operation performed without anesthesia. Da…
Saturday, March 29th. Policy: This may hurt a bit.
With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finan…
Saturday, March 22nd. The faint aroma of stagflation.
The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance Plans and why are they so powerful for the right compa…
Saturday, March 15th. Growth: From Bump to Slump?
Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on volatility this week: historically, psychologicall…
Saturday, March 8th. March. In like a lion.
Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover …
Saturday, March 1st. Consumer confidence drops.
Consumer confidence in February fell 7 points, the biggest drop since August 2021. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle t…
Saturday, February 22nd. Hitting the pause button.
Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Revie…
Saturday, February 15th. Lots of tariff talk, but little action
25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiis…
Saturday, February 8th. Not a trade war. Yet.
Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids …
Saturday, February 1st. DeepSeek week. More questions than answers.
The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips …
Saturday, January 25th. Policy: Getting down to business.
High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing? Also, learn more about cash flow mo…
Saturday, January 18th. Here come the earnings.
S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and …
Saturday, January 11th. How 'bout that job number?
The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursd…
Saturday, January 4th. Out with the old, in with the new.
A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023. Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins…
Saturday, December 28th. Year-in-Review
Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.
Saturday, December 21st. The Grinch Returns.
When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week…
Saturday, December 14th. Bracing for a trade war.
Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' present…