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
- 166
- Years Active
- 2022 - 2025
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…
Saturday, July 20th. Coverage and conversation from the RNC.
From our studio at the Pfister branch of Annex Wealth Management, we chatted with various newsmakers and opinion leaders like Milwaukee Mayor Cavalier Johnson, Ted Kellner, Rob Hutton, and Tulsi Gabb…
Saturday, July 13th. Riding the rotation.
Small caps got a boost when inflation came in lower. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the Annex Experience while Ask Annex tackles a question about taking So…
Saturday, July 6th. Passing the baton?
Happy 4th of July weekend! Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, what are 6 things you might not want to inherit? It's an interesting list with a couple of head…
Saturday, June 29th. Inflation: Price wars ahead.
Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider wh…
Saturday, June 22nd. Who is King of the Hill?
Who's on top for market cap? It depends on the day. MSFT and NVDA are duking it out. Much is pinned on growth since MSFT's earnings are almost twice Nvidia's. Dave Spano and Brian Jacobsen present ou…
Saturday, June 15th. Back on track. And AI again?
CPI May: headline was flat for the month. After three months of veering off-track, the disinflation bus is back on the road to 2%. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more…
BONUS: Money Talk LIVE from Vince Lombardi Golf Classic
Live from North Hills Country Club, Dave Spano was joined by WTMJ's Greg Matzek and former Green Bay Packer Mason Crosby.
Saturday, June 8th. Meme mania is back.
Roaring Kitty or Grumpy Cat? The market seems grumpy about good data. Mainly because the data are mixed. Dave Spano and Brian Jacobsen present our Week-in-Review. Losing a spouse is tough but we've g…
Saturday, June 1st. Growth slowing to a crawl
Government COVID stimulus created a sugar high. We're coming down. Brian Jacobsen has our week-in-review. Learn more about the Annex Insurance Assessment, a powerful tool to spot strengths and weakne…
Saturday, May 25th. A Tale of Two Economies.
It's NVIDIA's world, we just live in it. Dave Spano and Brian Jacobsen present our week-in-review which includes NVIDIA's blockbuster earnings. Learn more about the Annex 'experience' and two upcomin…
Saturday, May 18th. Break out the rally caps?
The Dow points don't matter. Percentages do. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about the impact of divorce on retirement planning and details about a special worksh…
Saturday, May 11th. Fast followers and feeling the pinch.
Bank of England is signaling a rate cut. So is Sweden. This matters, because currency moves matter. Dave Spano and Brian Jacobsen cover the Week-in-Review. What's the latest on potential for Social S…
Saturday, May 4th. From high hopes to low expectations.
The Fed is worried about financial stability--it is taking some pressure off the private sector to mop up all the government's debt. Dave Spano and Brian Jacobsen discuss the broader impact. Wills ar…
Saturday, April 27th. The Good, the Bad, the Ugly.
Earnings season in full swing, but future guidance is causing concern. Dave Spano and Brian Jacobsen review the week. Also on the show, now that taxes are filed, what should you do about tax PLANNING…
Saturday, April 20th. A stumbling bull or an awakening bear?
Things have been so quiet with markets consistently rising that we've forgotten what risk feels like. Dave Spano and Brian Jacobsen have our Week-in-Review. We'll hear more about financial and retire…
Saturday, April 13th. Inflation's rebound.
It's a mini-bounce for inflation. Dave Spano and Brian Jacobsen cover the latest during our Week-in-Review. When's the best time to meet with Annex? Mark Beck tackles that. Learn more about the upcom…
Saturday, April 6th. Separating the signal from the noise
Mark Beck and Brian Jacobsen present our week-in-review. We'll cover the latest Fed speak and Friday's healthy jobs report. Can you trust social media for investing advice? What are the ramification…
Saturday, March 30th. Are we there yet with rate cuts?
Markets are like the kids in the backseat. The Fed sometimes acts like the parents, but not always. Dave Spano and Brian Jacobsen present our Week-in-Review. Is Annex the right fit for you? We've got…
Saturday, March 23rd. Jerome Powell lets his inner dove show.
The Fed thinks inflation in January and February was a fluke. Dave Spano and Brian Jacobsen review the week. How can Annex Private Client partner with business owners and entrepreneurs? And what is …