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
- 302
- Years Active
- 2019 - 2025
Sunday, March 3rd. What if the Fed doesn't cut in '24?
What if the Fed doesn't cut in 2024? They probably will, but there's a growing risk that they won't. "If it ain't broke, don't fix it?" Learn more about the 4 phases of retirement, part time retireme…
Sunday, February 25th. New highs are old hat.
Fed officials have repeated what they’ve been saying: rather err on the side of cutting later than sooner and will discuss tapering QT in March. Dave Spano and Brian Jacobsen cover it all during our …
Sunday, February 18th. Expectations, Reality, and Opportunity
Fed and markets finally seeing "eye-to-eye" on the future of rate cuts. Markets went from 6 cuts starting in March to 3 starting in July. That's much more reasonable. Brian Jacobsen and Mark Beck re…
Sunday, February 11th. Pushback, Bellwethers, and Deficits
The Fed admits they were slow to respond to inflation, but March is too early for a cut. Dave Spano and Brian Jacobsen cover it all during our week in review. Find out more about IRS audits and ways …
Sunday, February 4th. Earnings and a HOT job number.
Blame the groundhog for our chilly weather. Do we blame the huge jobs number for the Fed slow-walking interest rate cuts? Dave Spano and Brian Jacobsen look at last week (that contained a LOT of ear…
Sunday, January 28th. GDP stays stubbornly strong.
Take a bow consumers, you powered Q4 GDP. Join Dave Spano and Brian Jacobsen for our Week-in-Review. They'll cover the latest in earnings and what might be the end of scattered rolling recessions. L…
Sunday, January 21st. The Fed taper.
The Fed is open to tapering quantitative tightening. They don't want banks to come under undo pressure since small/regional banks are still struggling with CRE and deposit flight. What's that mean fo…
Sunday, January 14th.
Soft landings, straight lines, and struggles. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about QDRO's, passion assets, letdown in retirement, and how Annex assists widows.
Sunday, January 7th. Who thought the road to rate cuts would be easy?
As yields are move back up, bonds are in retreat. What's the big picture? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. On this week's show, you'll 'Hear' the Difference from an An…
Sunday, December 31st. Happy New Year!
What a year. Dave Spano and Brian Jacobsen review 2023---and cast their eyes on next year.
Sunday, December 24th. Yuletide cheer?
Led by small caps, growth is beating value. Dave Spano and Brian Jacobsen will review the week. Great team segments include a deeper dive on insurance (how much DO you need?), what you'll encounter i…
Sunday, December 17th. Transitions are hard.
The transition from pause to cut can be bumpy. While we enjoyed a FOMO rally last week, what's ahead? Dave Spano and Brian Jacobsen tackle our Week-in-Review. We'll also share details about our Portf…
Sunday, December 10th. Inflation: Such a 2021 and 2022 story.
The market says inflation is in the rearview mirror. It mostly is. Dave Spano and Brian Jacobsen review the latest during the Week-in-Review. We'll also cover Estate Planning roles, the Annex Experie…
Sunday, December 3rd. Coal for Christmas?
Our Week-in-Review, 3 keys to happiness in retirement, a look into 'HENRY's, and what do you do with adult children living at home?
Sunday, November 26th. Genuine growth is scarce
Weak guidance for the holidays. What's that mean down the road? Dave Spano and Brian Jacobsen have our week-in-review with an eye on the Fed and potential rate cuts next year. Join us for great segme…
Sunday, November 19th. Inflation: is the hard part ahead or over?
Retail is soft and CPI is flat. Does this mean the battle against inflation is turning the tide? We'll comb through it during our Week-in-Review with Dave Spano and Brian Jacobsen. Learn more about…
Sunday, November 12th. Companies are concerned about margins.
Fed officials haven't pushed back too hard on the idea that higher long-term yields are doing the tightening work for them. What's that mean for markets? We'll also investigate how Annex works with …
Sunday, November 5th. Q3? Fabulous for services.
Despite the largest company in the S&P 500 trading lower, the employment situation report underscored that the Fed is done. The Powell Pause has fanned the flames of the fire under stocks and bonds. …
Sunday, October 29th. Not a rising tide lifting all boats.
How 'bout that GDP? But is consumer spending about to diminish? We'll cover it in the Week-in-Review. Learn more about the role of a Certified Divorce Financial Analyst during a divorce. Well also co…
Sunday, October 22nd
The 10-year Treasury yield crossed 5% for the first time since '07. That led to a rough end to a bumpy week. We'll cover it all during our Week-in-Review. Also on the show, Ask Annex, the conversat…