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, March 16th. Inflation pops and bonds drop.
Just when the market and the Fed started seeing eye-to-eye, the Fed might change things up. Dave Spano and Brian Jacobsen review the week. With the market popping, 401k millionaires are back. How do …
Saturday, March 9th. Too soon to be too bearish. Too late to be too bullish.
Dave Spano and Brian Jacobsen review the week which included the latest jobs report. Does it offer any other clues as to the next action on rates by the Fed? We'll look deeper into the value of an ad…
Saturday, March 2nd. The boom continues!
New highs for the big guys. Dave Spano and Dr. Brian Jacobsen present our Week-in-Review. Are there 4 phases of retirement? Mark Beck presents the case. How about sliding into retirement on a part-ti…
Saturday, February 24th. The Fed stays consistent. Cutting later than sooner.
Nvidia was the darling of the week, but there are plenty of other topics Dave Spano and Brian Jacobsen will cover during our week-in-review. We'll also cover remarriage and estate planning. Deanne Ph…
Saturday, February 17th. Finally, eye-to-eye on rate cuts.
A hot CPI print threw cold water on the markets. It woke people up to the idea that the road to 2% inflation isn’t a smooth or a short one. Mark Beck and Brian Jacobsen review the week. Financial pla…
Saturday, February 10th. The market is FINALLY listening to the Fed
The Fed says March is too early for a cut. What's that mean for equities? Dave Spano and Brian Jacobsen review the week. The IRS is ramping up audits and has specific targets. Who are they focusing …
Saturday, February 3rd. What a BIG jobs report means for interest rates.
Forget the groundhog seeing his shadow, how about that monster (and unexpected) HOT jobs number? Dave Spano and Brian Jacobsen dissect the week which included a LOT of key earnings reports. We'll al…
Saturday, January 27th. Take a bow, consumers. You're the GDP MVP.
The end of rolling recessions is near--but be cautious. Dave Spano and Brian Jacobsen present the Week-in-Review. We also take a closer look at our Investment Committee; who are they, how does it wor…
Saturday, January 20th. Closed doors, open windows, and warm breezes.
The Fed is in no hurry to cut rates. Retail sales are strong, manufacturing rebounded slightly and inflation is a little warmer than desired. Dave Spano and Brian Jacobsen present our week-in-review…
Saturday, January 13th. The world's on edge
Earnings season kicked off and the labor market gradually slowing. Plus, we saw fresh CPI and PPI data this week. Dave Spano and Brian Jacobsen review the week. We'll also cover 5 things you'll encou…
Saturday, January 6th. Why the coal, Santa?
Early on, the S&P was down 1% during the Santa Claus rally period. Dave Spano and Brian Jacobsen dissect the first week of trading in 2024 PLUS the impact of a stronger-than-expected job number. Lea…
Saturday, December 30th. 2023 in review.
Dave Spano and Brian Jacobsen review a very eventful year. Plus, we share our most popular segment of 2023.
Saturday, December 23rd. The Naughty And Nice List.
Fed officials were out in force to tame expectations of rate cuts. It didn’t work. Dave Spano and Brian Jacobsen review the week. We get at the age old question 'how much insurance do you need?'. Wh…
Saturday, December 16th. What about that FOMO rally?
The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? …
Saturday, December 9th. Never underestimate the power of low expectations
The October 2023 bottom reacted to high yields and anticipated an upcoming earnings recession. The market hasn't fully moved on from the fear, but it's at least braced for it. Dave Spano and Brian J…
Saturday, December 2nd. Consumer confidence and spending up. Is it enough?
Beige Book blues, bonds in a bull market, and is inflation moving from sticky to slippery? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our new Financial Planning in a …
Saturday, November 25th. Longer pause and faster cuts?
Market is pricing in a first cut by June and then a gradual descent. What if the pause is longer, necessitating a faster pace of cuts? Dave Spano and Brian Jacobsen review the week including weaker h…
Saturday, November 18th. Growth: Weaker isn't weakness, yet.
Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen cover it during our Week-in-Review. Learn more about our in-house Investment Committee, what it's like to be a cl…
Saturday, November 11th. Fun-flation is fading. Consumer is shifting from YOLO to BUY LOW.
Despite not having a recession, it's a strange strange world. Dave Spano and Brian Jacobsen recap last week including earnings and the latest on inflation. When it's time to speak with parents who ar…
Saturday, November 4th. Earnings season has been good, but guidance hasn’t.
Nearly 80% of companies beat earnings expectations. The real news was in the conference calls where they offered a sobering outlook. Dave Spano and Brian Jacobsen recap the week. Learn more about the…