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, December 7th. An economic wrestling match?
E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. …
Saturday, November 30th. Know what you own.
A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn the 6 benefits of trusts and the steps to selling a business. Dave Spano and Brian discuss a tragic and expensive mi…
Saturday, November 23rd. Trading one uncertainty for another
Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Cl…
Saturday, November 16th. Policy coming into focus.
President-elect Trump is building out his cabinet while making day-one priorities clearer. Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing…
Saturday, November 9th. The post-election show.
What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views.
Saturday, November 2nd. Bad, but distorted.
An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom o…
Saturday, October 26th. The Beige Flag.
The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano an…
Saturday, October 19th. Defying gravity.
Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more abo…
Saturday, October 12th. How to herd cats. Let's talk about those Fed Minutes
FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Wo…
Saturday, October 5th. About those job numbers.....
Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Par…
Saturday, September 28th. China hits the stimulus button.
The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their du…
Saturday, September 21st. A catchup cut.
Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client S…
Saturday, September 14th. Crunch time.
Fed is set to cut rates. Messaging will be more important than the magnitude of cuts. Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do th…
Saturday, September 7th. Macro matters.
At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll…
Saturday, August 31st. How about a Nothing Burger?
Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light. Dave Spano and Brian Jacobsen present our Week-in-Review with …
Saturday, August 24th. The Powell Pivot.
The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you f…
Saturday, August 17th. Recession fears fade.
Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask A…
Saturday, August 10th. Fasten your seatbelts.
A review of the rebound. Earnings to the rescue! Dave Spano and Brian Jacobsen present the week-in-review. Learn more about our upcoming Sandwich Generation presentation and Matt Morzy and Fred Cole…
Saturday, August 3rd. From soft-landing to stall speed.
The bigger they are, the harder they fall. The Mag 7 is more like Meh. Dave Spano and Brian Jacobsen present our Week-in-Review. The last thing you want to do is get to the retirement phase of your l…
Saturday, July 27th. It's GO time.
GDP growth was good, not great, but it doesn't need to be. Dave Spano and Brian Jacobsen present the Week-in-Review. What are the 6 money lies we tell ourselves---and why is the 7th the most importan…