News, planning insight, and forward thought on the economy, markets, and wealth management.
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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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The Annex Wealth Management Show - Naples, 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.
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Growth: Slowing to a crawl
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Strength: Average stock is better than the index. Weakness: Auction anxiety is back. Opportunity: Oversold interest rate sensitives are good for a trade. Weakness: Growth cools faster than inflation.Kirjoittanut Annex Wealth Management
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Sunday, June 2nd. Inflation: An unclear target
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55:43
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Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.Kirjoittanut Annex Wealth Management
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Saturday, June 1st. Growth slowing to a crawl
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Government COVID stimulus created a sugar high. We're coming down. Brian Jacobsen has our week-in-review. Learn more about the Annex Insurance Assessment, a powerful tool to spot strengths and weaknesses in your insurance coverage.Kirjoittanut Annex Wealth Management
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NVIDIA is the coolest kid in the class but we're beginning to see a bifurcated economy. Opportunities exist by focusing on quality but a growth scare poses a threat.Kirjoittanut Annex Wealth Management
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Sunday, May 26th. It's NVIDIA's world, we just live in it.
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A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.Kirjoittanut Annex Wealth Management
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Saturday, May 25th. A Tale of Two Economies.
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It's NVIDIA's world, we just live in it. Dave Spano and Brian Jacobsen present our week-in-review which includes NVIDIA's blockbuster earnings. Learn more about the Annex 'experience' and two upcoming presentations in Milwaukee.Kirjoittanut Annex Wealth Management
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A 40,000 DOW is a strength while there are more cracks in the consumer's facade. Why sell in May when you can just stay? And a no-landing but turbulence ahead appears as a threat.Kirjoittanut Annex Wealth Management
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Sunday, May 19th. The Dow hits an arbitrary milestone, here come the rally hats.
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CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.…
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Saturday, May 18th. Break out the rally caps?
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The Dow points don't matter. Percentages do. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about the impact of divorce on retirement planning and details about a special workshop planned for June. We'll also have Ask Annex and our resident Marine will cover boot camp for financial and retirement planning.…
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Inflation. A messy sort of data.
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Rising earnings expectations are a strength but is the labor market beginning to crack? An opportunity exists to rethink real assets but the threat of decelerating economic growth has arrived.Kirjoittanut Annex Wealth Management
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Sunday, May 12th. Earnings are all over the place.
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Dave Spano and Brian Jacobsen present the Week-in-Review. What's the latest with the possible cut to Social Security benefits in 2035? Naples Branch Director Robert Chastain covers 6 items you might not want to inherit.Kirjoittanut Annex Wealth Management
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Saturday, May 11th. Fast followers and feeling the pinch.
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Bank of England is signaling a rate cut. So is Sweden. This matters, because currency moves matter. Dave Spano and Brian Jacobsen cover the Week-in-Review. What's the latest on potential for Social Security cutting benefits in 2035? Our planning team shares some thoughts. Ask Annex answers some questions and our retirement services department share…
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The Fed is navigating using a rearview mirror
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A dovish tilt and buybacks are powering the market forward but there's weakness with cracks forming in the consumer facade. Market misconception is providing opportunities for outperformance while bad data and labor issues are a threat.Kirjoittanut Annex Wealth Management
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Sunday, May 5th. Are stocks "priced for perfection?" Some, but not many.
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Look at Apple: low expectations going into earnings made it easy to beat. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are 6 benefits to setting up a trust? What happens during the Annex Wealth Management portfolio review? And what are 5 reasons to consider increasing your 401k contribution?…
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Saturday, May 4th. From high hopes to low expectations.
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The Fed is worried about financial stability--it is taking some pressure off the private sector to mop up all the government's debt. Dave Spano and Brian Jacobsen discuss the broader impact. Wills are great, but trusts might be better. Our estate planning attorney shares 6 benefits to setting up a trust. What happens during an Annex Wealth Manageme…
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AI momentum continues while a bifurcated consumer is a weakness. AI requires real assets, that's an opportunity while sticky inflation remains a threat.Kirjoittanut Annex Wealth Management
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Sunday, April 28th. Earnings: Good results with bad guidance.
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Mixed bag this earnings season. Dave Spano and Brian Jacobsen present our week-in-review. We'll also dive into the importance of tax planning (based on tax filing) as well as the return of volatility. Branch Director Robert Chastain has some thoughts on avoiding boredom in retirement.Kirjoittanut Annex Wealth Management
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Saturday, April 27th. The Good, the Bad, the Ugly.
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Earnings season in full swing, but future guidance is causing concern. Dave Spano and Brian Jacobsen review the week. Also on the show, now that taxes are filed, what should you do about tax PLANNING? Market volatility is back, what's the best way to deal with it?Kirjoittanut Annex Wealth Management
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EPISODE 100! "It feels worse than it's been" (the week, not the podcasts)
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Global growth is better than expected but higher mortgage rates are dampening housing. There's opportunity as April showers bring May flowers but the threat grows that the Fed may not even cut rates.Kirjoittanut Annex Wealth Management
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Sunday, April 21st. Have we forgotten what risk feels like?
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A stumbling bull or an awakening bear? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll tackle the challenges Generation X faces during financial and retirement planning. What's the role of a Certified Divorce Financial Analyst at Annex? We'll cover that as well as Ask Annex, a visit with Robert Chastain, and Estate Planning roles.…
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Saturday, April 20th. A stumbling bull or an awakening bear?
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Things have been so quiet with markets consistently rising that we've forgotten what risk feels like. Dave Spano and Brian Jacobsen have our Week-in-Review. We'll hear more about financial and retirement planning for Generation X, hit the mailbag for Ask Annex, and get a preview of the upcoming Wisconsin Retirement Series webinar.…
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King Dollar. Still the safe haven.
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The dollar is still king while that hot CPI print is a weakness. Opportunity exists in corporate bonds for income, but the unknown unknowns are a threat.Kirjoittanut Annex Wealth Management
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Sunday, April 14th. What's next? Will something break?
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Unemployment claims are low. Wages are rising. It's not a stagflation environment. Dave Spano and Brian Jacobsen cover the week to start the show. Are certain 401k benefits underrated? We put that question to our Director of Retirement Plan services. If you're a Grandparent, there are many opportunities to bless your Grandchildren in life-changing …
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Saturday, April 13th. Inflation's rebound.
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It's a mini-bounce for inflation. Dave Spano and Brian Jacobsen cover the latest during our Week-in-Review. When's the best time to meet with Annex? Mark Beck tackles that. Learn more about the upcoming Elder Care and Pre Planning Final Arrangements panel discussion at our headquarters Thursday, April 18th.…
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Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify.Kirjoittanut Annex Wealth Management
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Sunday, April 7th. Jobs, ISM manufacturing, and more Fed speak.
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Mark Beck and Brian Jacobsen present the week-in-review and decode more Fed speak. Can you trust what social media recommends for investing? What are the ramifications of inheriting money?Kirjoittanut Annex Wealth Management
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Saturday, April 6th. Separating the signal from the noise
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Mark Beck and Brian Jacobsen present our week-in-review. We'll cover the latest Fed speak and Friday's healthy jobs report. Can you trust social media for investing advice? What are the ramifications when inheriting money?Kirjoittanut Annex Wealth Management
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The return of supply chain issues?
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Firmness in treasury yields but non AI sales projects face an elongated sales cycle. There are opportunities as the overall market broadens but deficits are keeping rates elevated.Kirjoittanut Annex Wealth Management
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Sunday, March 31st. Fighting FOMO.
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55:51
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Are we there yet with rate cuts? The most hawkish member of the Board says it could only be a couple more months before he has confidence that they could cut. What's that mean looking ahead? Dave Spano and Brian Jacobsen discuss. We'll also cover our Annex Executive program, how to rate your 401k, and the dangers of fortune hunters and gold diggers…
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Saturday, March 30th. Are we there yet with rate cuts?
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Markets are like the kids in the backseat. The Fed sometimes acts like the parents, but not always. Dave Spano and Brian Jacobsen present our Week-in-Review. Is Annex the right fit for you? We've got 5 questions that might help. How does one analyze a 401k? Tom Parks of our Retirement Plan Services department has some insight.…
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Manufacturing mojo is coming back while pricing power to margin pressure is a weakness. Opportunities exist in credit while stagflation narratives pose a threat.Kirjoittanut Annex Wealth Management
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Sunday, March 24th. Manufacturing may be emerging from hibernation
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S&P Global PMI for US manufacturing has been above 50 three months in a row. What's the mean for the broader market? Dave Spano and Brian Jacobsen cover that and more during our week-in-review.Kirjoittanut Annex Wealth Management
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Saturday, March 23rd. Jerome Powell lets his inner dove show.
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The Fed thinks inflation in January and February was a fluke. Dave Spano and Brian Jacobsen review the week. How can Annex Private Client partner with business owners and entrepreneurs? And what is the 'psychology of spending' in retirement?Kirjoittanut Annex Wealth Management
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We've identified that huge sucking sound
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Manufacturing might be finding a footing in the US while inflation remains a weakness. Cross-country divergences create opportunities while threat is the giant sucking sound of liquidity.Kirjoittanut Annex Wealth Management
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Sunday, March 17th. Growth is "good enough," but inflation progress has stalled.
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Credit spreads are tight and got tighter because growth looks fine. It's the inflation picture that's uglier. Dave Spano and Brian Jacobsen review the week. We'll also cover 401k millionaires, aging in place, and traditional vs Roth 401ks.Kirjoittanut Annex Wealth Management
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Saturday, March 16th. Inflation pops and bonds drop.
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Just when the market and the Fed started seeing eye-to-eye, the Fed might change things up. Dave Spano and Brian Jacobsen review the week. With the market popping, 401k millionaires are back. How do they do it?Kirjoittanut Annex Wealth Management
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"...this is a time most reminiscent of 1998."
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The economy is strong and the market is pushing while the US dollar's potential is weakening. There's opportunity to slowly and proactively move money into longer dated bonds while a threat of euphoria is beginning.Kirjoittanut Annex Wealth Management
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Sunday, March 10th. Deja vu. We're down to two.
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A new jobs number, the same two presidential candidates, and a Fed with decisions to make. Dave Spano and Brian Jacobsen present our week in review. Later in the show, we'll investigate the value of an advisor, election year myths, and business succession planning.Kirjoittanut Annex Wealth Management
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Saturday, March 9th. Too soon to be too bearish. Too late to be too bullish.
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Dave Spano and Brian Jacobsen review the week which included the latest jobs report. Does it offer any other clues as to the next action on rates by the Fed? We'll look deeper into the value of an advisor and share details on the Election Year Myths in-person and webinar presentations coming to the area.…
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Rates and inflation remain sticky
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Markets don't do much in election years until the outcome is clear.Kirjoittanut Annex Wealth Management
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Sunday, March 3rd. What if the Fed doesn't cut in '24?
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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 retirement, how the millionaire next door does it, and what the IRS has planned as it steps up enforcement.Kirjoittanut Annex Wealth Management
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Saturday, March 2nd. The boom continues!
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New highs for the big guys. Dave Spano and Dr. Brian Jacobsen present our Week-in-Review. Are there 4 phases of retirement? Mark Beck presents the case. How about sliding into retirement on a part-time basis? Suzy Lopez will go over the basics.Kirjoittanut Annex Wealth Management
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Virtuous cycle to vicious cycle?
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25:33
This week's strengths are the news highs while Fed pushback continues and so does the rise in yields. There is opportunity in the virtuous cycle but commercial real estate is a threat.Kirjoittanut Annex Wealth Management
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Sunday, February 25th. New highs are old hat.
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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 week-in-review. Learn more about remarriage and estate planning, fears and solutions in retirement, and ways to age in place.…
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Saturday, February 24th. The Fed stays consistent. Cutting later than sooner.
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Nvidia was the darling of the week, but there are plenty of other topics Dave Spano and Brian Jacobsen will cover during our week-in-review. We'll also cover remarriage and estate planning. Deanne Phillips stops by to preview an upcoming Saturday Divorce presentation for women.Kirjoittanut Annex Wealth Management
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Kudos to the Fed's messaging
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Kudos to the Fed's messaging but hot inflation and cold spending is a threat. One man's garbage is another man's treasure (and opportunity) but watch out for the threat of value traps.Kirjoittanut Annex Wealth Management
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Sunday, February 18th. Expectations, Reality, and Opportunity
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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 review the week. We'll also cover financial planning for medical professionals, the great Baby Boomer Wealth Transfer, and learn more about an upcoming pr…
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Saturday, February 17th. Finally, eye-to-eye on rate cuts.
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A hot CPI print threw cold water on the markets. It woke people up to the idea that the road to 2% inflation isn’t a smooth or a short one. Mark Beck and Brian Jacobsen review the week. Financial planning is a deep process; Mark Beck covers what is and what isn't proper planning.Kirjoittanut Annex Wealth Management
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Trees are growing to the sky while interest rate exposed securities continue to lag. There are opportunities as bad breadth improves but uncertainty remains a threat.Kirjoittanut Annex Wealth Management
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Sunday, February 11th. Pushback, Bellwethers, and Deficits
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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 to avoid red flags.Kirjoittanut Annex Wealth Management
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