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, April 20th. Retail sales pop. For now.
U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs on other goods. But is this boom a flee…
Sunday, April 13th. Whiplash.
It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Dave Spano and Brian Jacobsen present our Week-in-Re…
Sunday, April 6th. Roll with the punches.
In investing, enduring volatility is simply the price of admission for long-term gains. Last week was about buckling up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about our Fina…
Sunday, March 30th. Inflation: A race to the middle.
Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover behavioral fi…
Sunday, March 23rd. Powell’s presser: transitory is back.
Fed projections had a faint aroma of stagflation. What's that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Cash Balance Plans, how Annex clients s…
Sunday, March 16th. Policy: Chainsaws over scalpels
Big change takes big tools. You can't cut through a thicket with a scalpel. Brian Jacobsen presents our Week-in-Review. We'll look at volatility from a historic standpoint along with an examination o…
Sunday, March 9th. Patience trumps action.
Uncertainty does not have to resolve in a bad way. It often resolves positively. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about investment diversification, 6 things you mi…
Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great.
Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how t…
Sunday, February 23rd. Inflation: Profits before prices?
Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses will be successful. Good luck with that. Dave Spano …
Sunday, February 16th. Growth: The trend is your friend
Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our…
Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months.
It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millio…
Sunday, February 2nd. Fed policy word salad.
Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and Brian Jacobsen present our Week-in-Revie…
Sunday, January 26th. Off to the races.
If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen pr…
Sunday, January 19th. 24 hours before Inauguration.
The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. Learn more about Key Person Insurance, planning for…
Sunday, January 12th. Jobs pop, stocks drop.
A good jobs number led to a down day Friday. Dave Spano and Brian Jacobsen dissect the news as they present our Week-in-Review. Learn more about Roth conversions, questions requiring a 'yes' answer o…
Sunday, January 5th. Inflation: Rebound or retreat?
The big question for 2025 will be whether inflation continues to slow or if it reaccelerates. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover distribution planning, lifesty…
Sunday, December 29th. 2024 in review.
Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.
Sunday, December 22nd. Policy: Spoiler Alert.
The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed's announcements. Dave Spano and Brian Jacobsen pr…
Sunday, December 15th. Oil risks.
OPEC cut oil demand growth forecasts for this year and next while Biden is considering stepped up sanctions against Russian oil. What's this mean for markets? Dave Spano and Brian Jacobsen present ou…
Sunday, December 8th. Black and Blue Friday?
Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll dive into Warren Buffett's philosophy on WHAT to…