Money Talk: The Annex Wealth Management Show - Milwaukee

Thursday's rally ended the day in a bull market, marking a 20% surge since its most recent low, reached on October 12, 2022. How'd things close on Friday--and what signs are we seeing? We'll share it…

Big jobs number from the Labor Department. Does that help or hurt the Fed's decision on the next rate hike?  We'll discuss during the Week-in-Review. Are you a half-full or half-empty glass type of p…

The latest on the debt ceiling, earnings, and another conversation about The Fed. What are the challenges when selling a business? There are many and Brandon Lehman of Annex Private Client moves thro…

As fear shifts from bank crisis to recession risk, what should investors keep in mind? We'll cover this and more during the Week-in-Review. When's the best time to meet with Annex?  Mark Beck shares …

As earnings season draws to a close, what are the trends we're seeing?  Data continues to arrive about banks, employment, and key inflation figures---we'll cover it all during our Week-in-Review.  Wh…

How surprising was Friday's new jobs number? What's the latest on Wednesday's Fed decision and subsequent rate hike?  We'll discuss in the Week-in-Review. Our high-net-worth clients have unique chall…

GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to sc…

More earnings, more data, more things to cover in our week-in-review. What is Longevity Literacy and why does it matter in financial and retirement planning?  What about the US Dollar being replaced …

CPI, PPI, and the start of earnings season--the Annex Wealth Management week-in-review breaks it down. On a 'Hear the Difference' segment, a client shares his experience. We'll have another edition o…

A short week with markets closed on Friday, but plenty to talk about on our week-in-review. Also, learn more about the 0% tax bracket for investment income. Ask Annex hits the mailbag and we'll talk …

With Q1 now in the books, what is ahead for the markets? Dave Spano reviews the week. How does 'supporting' adult children affect your retirement plan? We'll dig in. Ask Annex covers double Roth conv…

Annex Wealth Management president and CEO Dave Spano joined  Newsradio 620 WTMJ for 'WTMJ Conversations' with Libby Collins.  It's a fun, wide-ranging conversation that traces Dave's history, passion…

In the wake of the SVB and Signature Bank implosions, the Fed raised rates by .25%.  What's that mean for markets---and the rest of the year?  Dave and Derek dig in. Cashing out a 401k upon leaving a…

Tons of turmoil in the banking sector led to a wild week. How'd things turn out? Dave and Derek cover it during the Week in Review. Sometimes with investment and retirement planning, we can be our ow…

OK, February jobs wasn't as monstrous as January---but 311,000 was far past the estimate. Does the Fed have any choice when it comes to the next move with rates?  Dave and Derek will decode that--plu…

Dave and Derek dig into more earnings reports---including several key retailers. Learn more about the Annex annuity analysis we perform for all clients when they join us. Ask Annex opens the mailbag-…

On a recent WTMJ Conversations, Dave Spano sat down with Jeff Wagner to discuss bonds, sectors, portfolio balance, volatility, Social Security, health care costs, and mortgage rates. 

Markand Derek recap the week as PCE showed inflation still rising. Learn more about one couple's journey toward retirement on a Hear the Difference segment. Ask Annex opens the mailbag---and we learn…

Soft landing. Hard landing. Is there such thing a 'no' landing? Dave and Derek will review the week which included CPI and PPI readings.  If you won't have access to a 401k, you can still save and in…

Bumpy week for the major indices. Dave Spano and Derek Felske review the week that included more earnings reports; some good, some not-so-good. There are finally solid savings options for high earner…