Money Talk: The Annex Wealth Management Show - SWFL
The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
- Update frequency
- every 7 days
- Average duration
- 44 minutes
- Episodes
- 301
- Years Active
- 2019 - 2025
Sunday, September 7th. Job growth misses.
U.S. job growth slowed in August, reflecting a weakening labor market, with a net loss of 13,000 jobs reported in June. Join Dave Spano and Brian Jacobsen for our Week-in-Review. Also on today's show…
Sunday, August 31st. 'Beat and Raise' momentum.
Earnings season is wrapping up, and the results are promising. FactSet reports that 81% of S&P 500 companies surpassed earnings expectations, with 58% raising their full-year 2025 earnings guidance. …
Sunday, August 24th. Housing blues.
The housing market grapples with low builder confidence due to high mortgage rates and regulatory costs, alongside rising starts, falling permits, and high cancellations. In our Week-in-Review, Brian…
Sunday, August 17th. Inflation's Down. Will The Fed Cut?
Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the 4% rule still apply? Business sales transitions are an opportunity to reset your plan.
Sunday, August 10th. Who’s ready to win—or lose—under the new rules?
The year started with major uncertainties in tax, trade, and Federal Reserve policies, which are now mostly resolved. The focus has shifted to how the economy will adapt. Dave Spano and Brian Jacobse…
Sunday, August 3rd. Jobs and trade policy.
Rather than a trade war, which implies retaliation, we'll examine the latest trade policy developments and analyze Friday's jobs report. Our ongoing coverage of the One Big Beautiful Bill continues w…
Sunday July 27: Impacts of the Big Beautiful Bill
The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar. What does it mean to be asset rich and cas…
Sunday, July 20th. Looking ahead: Dog days.
Despite challenging weather, the economy could gain momentum once the tariff "deadline" passes, with the One Big Beautiful Bill’s tax incentives spurring investment and growth. Join Brian Jacobsen fo…
Sunday, July 13th. Remaining uncertainty centers on tariffs
The NFIB Small Business Optimism Index dipped slightly in July, with "taxes" emerging as the top concern for small businesses—though recent policy changes may ease this burden. Plus, the NY Fed’s Jun…
Sunday, June 6th. A surprisingly strong June jobs report.
Economists anticipated a slowdown in job growth due to uncertainties surrounding trade and fiscal policies, but the data tells a different story. Brian Jacobsen shares insights in our Week-in-Review.…
Sunday, June 29th. Inflation: Maybe not so much?
The Fed initially suggested that tariffs would gradually raise prices while slowing growth more gradually. However, recent trends show growth declining faster than inflation is rising. In our Week-in…
Sunday, June 22nd. Policy: So much for data dependence.
Recent data, including negative first-quarter GDP growth, rising initial jobless claims, and declining consumer inflation, suggests a case for a rate cut rather than a pause. However, the Federal Res…
Sunday, June 15th. A slowdown, but no signs of stopping.
On Friday morning, news of Israel's strike on Iran greeted most, heightening investor concerns. In line with historical trends, bond yields have dropped, oil prices have climbed, and stock markets ha…
Sunday, June 8th. Beige book blues?
The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown in Q1 2024. Uncertainty is driving cauti…
Sunday, June 1st. Growth: An emotional rollercoaster.
In this episode, hosts Dave Spano and Brian Jacobsen break down the Week-in-Review. Consumer confidence rebounded in May, boosted by lower tariffs on China, which lifted expectations after hitting a …
Sunday, May 25th. Eat the price increases?
Different companies adopt varied strategies in response to tariffs, showcasing the strength of capitalism. However, investors face the challenge that companies absorbing tariff costs may see reduced …
Sunday, May 18th. Nicely done, S&P
Q1 earnings season is in full swing, with S&P 500 earnings growth surpassing expectations, rising 13.4% year-over-year against the Street’s forecast of 7.0%, as Dave Spano and Brian Jacobsen explore …
Sunday, May 11th. Bessent's Switzerland mission.
While a UK deal progresses, trade tensions with China take center stage as Treasury Secretary Scott Bessent heads to Switzerland this weekend for early talks. We continue Spring Cleaning with Part Tw…
Sunday, May 4th. Growth: From pull-forward to fall-off.
The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, translating to a modest quarterly decline of about 0.07%—essentially flat. Meanwhile, Friday's jobs report surpa…
Sunday, April 27th. Big macro data sheds light on the outlook.
Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve’s Beige Book raised concerns about …