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, December 1st. Talking turkey.
A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn more about trusts and wills, steps to selling a business, and how Annex assess insurance needs for clients.
Sunday, November 24th. Gold stars for NVidia and Walmart.
Yields fell this week, showing the dollar and Treasury debt are still “risk-off” assets. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share some thoughts on the value of an advisor…
Sunday, November 17th. The Trump Bump Continues.
Revenge spending is no longer really a thing, but there could be some relief spending to help growth. Dave Spano and Brian Jacobsen present our Week-in-Review. Branch Director Robert Chastain shares …
Sunday, November 10th. Post-election reaction.
What's in store now that the election is over? Members of our Investment, Retirement, Tax, and Estate Planning teams discuss what we could see in the months and years ahead.
Sunday, November 3rd. Earnings season: When good isn't good enough.
Meta and MSFT--supply constrained, big spending, still not enough return on AI investment. Apple: China's a drag. Upgrade cycle is a little slow. Earnings are pouring in, so Dave Spano and Brian Jaco…
Sunday, October 27th. Hard data differs from soft.
Earnings stories. Remember the "Dow Theory" with transports being a leading indicator? Dave Spano and Brian Jacobsen present our Week-in-Review. Robert Chastain shares a few nuggets of wisdom from Wa…
Sunday, October 20th. Earnings season shifts into high gear.
A tale of two chipmakers. ASML whiffed while TSMC hit it out of the park. Dave Spano and Brian Jacobsen present our Week-in-Review. How does Annex aid clients in the 1st year after losing a spouse? W…
Sunday, October 13th. Let's talk about those Fed Minutes
Rates are still restrictive, even with a cut. They're easing off the brake, not pushing on the accelerator. Dave Spano and Brian Jacobsen recap the week. What is and what isn't financial planning? We…
Sunday, October 6th. Looking ahead: A rip-roaring rotation?
The port strike ends and a healthy jobs report arrives. Dave Spano and Brian Jacobsen present the Week-in-Review. Is there a psychology of spending in retirement? You bet, and Deanne Phillips breaks…
Sunday, September 29th. Growth: Stronger than we thought.
The Gross Domestic Income revisions were large. We're at least starting a slowdown from a place of strength. That can help limit downside risks when growth scares flare up. Dave Spano and Brian Jacob…
Sunday, September 22nd. Good vibrations. Fed cut, but not in a panic.
Now we’re at the Monday Morning Quarterbacking phase of the cutting cycle. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our awesome Client Services Team that dots I's an…
Sunday, September 15th. All eyes on Wednesday.
A big cut doesn't have to instill panic. A small cut doesn't have to cause concern. Dave Spano and Brian Jacobsen present our Week-in-Review. Our Annex Private Client team discusses surrender squeeze…
Sunday, September 8th. A precarious balance.
Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our Week-in-Review. Learn more about our Investment Int…
Sunday, September 1st. Nvidia shares fell, but the market still rallied.
Is Big Tech not as big of a deal as everyone feared? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also profile the Annex Investment Committee, Annex for Business, and how remarriag…
Sunday, August 25th. Policy: The Direction Of Worry.
The Fed has three mandates (not two): full employment, stable prices, and moderate long-term interest rates. CEO Dave Spano and Chief Economist Brian Jacobsen discuss.
Sunday, August 18th. Retail sales better than expected.
Retail sales looked good but might be superficial. We'll cover it during our Week-in-Review. How does Annex integrate with entrepreneurs and business owners? We'll cover that along with 5 questions t…
Sunday, August 11th. A review of the rebound.
Fasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, the 4 phases of retirement, part-time retirement, …
Sunday, August 4th. A volatile week.
Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts will be too little and too late. Dave Spano and Bri…
Sunday, July 28th. Tech's troubles: investment is costly.
Companies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle…
Sunday, July 21st. Rapid repricing.
Call it the Trump trade, small caps over large, value over growth. Learn more about the great Boomer Wealth Transfer, the silver lining of delayed retirement, prenups---and a few interviews from this…