News, planning insight, and forward thought on the economy, markets, and wealth management.
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Saturday, October 5th. About those job numbers.....
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Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Parks makes a case for upgrading 401k plans with help from Annex. Ask Annex tackles a question from the grandmother of a brand-new US Marine regarding sav…
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Saturday, September 28th. China hits the stimulus button.
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The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their duffs and announced some stimulus measures. Dave Spano and Brian Jacobsen present our Week-in-Review. Annex Private Client is a powerful partner for entr…
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Saturday, September 21st. A catchup cut.
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Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society. Ask Annex return…
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Saturday, September 14th. Crunch time.
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Fed is set to cut rates. Messaging will be more important than the magnitude of cuts. Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do they do it and how can Annex help your employees? Tom Parks of our Retirement Plan Services team explains how.…
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Saturday, September 7th. Macro matters.
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At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll have an overview of our Investment Intel series---and link up with Fred Coleman and Matt Morzy for Ask Annex.…
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Saturday, August 31st. How about a Nothing Burger?
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Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light. Dave Spano and Brian Jacobsen present our Week-in-Review with the latest earnings of note. Learn more about next weekend's divorce presentation at our headquarters and we'll also profile our Investment Committee.…
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Saturday, August 24th. The Powell Pivot.
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The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you from planning retirement, and Ask Annex.بقلم Annex Wealth Management
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Saturday, August 17th. Recession fears fade.
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Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree.…
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Saturday, August 10th. Fasten your seatbelts.
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A review of the rebound. Earnings to the rescue! Dave Spano and Brian Jacobsen present the week-in-review. Learn more about our upcoming Sandwich Generation presentation and Matt Morzy and Fred Coleman are back with Ask Annex.بقلم Annex Wealth Management
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Saturday, August 3rd. From soft-landing to stall speed.
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The bigger they are, the harder they fall. The Mag 7 is more like Meh. Dave Spano and Brian Jacobsen present our Week-in-Review. The last thing you want to do is get to the retirement phase of your life, only to be underwhelmed. We'll discuss ways to avoid letdown in retirement.بقلم Annex Wealth Management
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GDP growth was good, not great, but it doesn't need to be. Dave Spano and Brian Jacobsen present the Week-in-Review. What are the 6 money lies we tell ourselves---and why is the 7th the most important?بقلم Annex Wealth Management
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Saturday, July 20th. Coverage and conversation from the RNC.
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From our studio at the Pfister branch of Annex Wealth Management, we chatted with various newsmakers and opinion leaders like Milwaukee Mayor Cavalier Johnson, Ted Kellner, Rob Hutton, and Tulsi Gabbard.بقلم Annex Wealth Management
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Saturday, July 13th. Riding the rotation.
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Small caps got a boost when inflation came in lower. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the Annex Experience while Ask Annex tackles a question about taking Social Security and plowing it back into the market.بقلم Annex Wealth Management
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Saturday, July 6th. Passing the baton?
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Happy 4th of July weekend! Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, what are 6 things you might not want to inherit? It's an interesting list with a couple of head scratchers.بقلم Annex Wealth Management
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Saturday, June 29th. Inflation: Price wars ahead.
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Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider when selling a business---and meet Jeff Pierce, the new president and COO of Annex Wealth Management (don't worry, Dave Spano isn't going anywhere).…
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Saturday, June 22nd. Who is King of the Hill?
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Who's on top for market cap? It depends on the day. MSFT and NVDA are duking it out. Much is pinned on growth since MSFT's earnings are almost twice Nvidia's. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Roth 401k's for 2024 and how some are using 72T's for penalty-free withdrawals from an IRA account and other specifi…
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Saturday, June 15th. Back on track. And AI again?
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CPI May: headline was flat for the month. After three months of veering off-track, the disinflation bus is back on the road to 2%. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about the unique financial planning needs of medical professionals. Ask Annex covers a question about a new job with a not-so-great 401k.…
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BONUS: Money Talk LIVE from Vince Lombardi Golf Classic
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Live from North Hills Country Club, Dave Spano was joined by WTMJ's Greg Matzek and former Green Bay Packer Mason Crosby.بقلم Annex Wealth Management
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Saturday, June 8th. Meme mania is back.
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Roaring Kitty or Grumpy Cat? The market seems grumpy about good data. Mainly because the data are mixed. Dave Spano and Brian Jacobsen present our Week-in-Review. Losing a spouse is tough but we've got useful advice on what to do in the first year of widowhood.بقلم 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.بقلم 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.بقلم Annex Wealth Management
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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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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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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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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?بقلم Annex Wealth Management
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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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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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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?بقلم Annex Wealth Management
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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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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?بقلم 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?بقلم 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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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.بقلم Annex Wealth Management
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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.بقلم Annex Wealth Management
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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.بقلم Annex Wealth Management
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Saturday, February 10th. The market is FINALLY listening to the Fed
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The Fed says March is too early for a cut. What's that mean for equities? Dave Spano and Brian Jacobsen review the week. The IRS is ramping up audits and has specific targets. Who are they focusing on and how can you eliminate red flags?بقلم Annex Wealth Management
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Saturday, February 3rd. What a BIG jobs report means for interest rates.
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Forget the groundhog seeing his shadow, how about that monster (and unexpected) HOT jobs number? Dave Spano and Brian Jacobsen dissect the week which included a LOT of key earnings reports. We'll also cover Lifestyle Creep, a bunch of great Ask Questions, and the sad (but true) climb in the divorce rate for those over 50.…
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Saturday, January 27th. Take a bow, consumers. You're the GDP MVP.
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The end of rolling recessions is near--but be cautious. Dave Spano and Brian Jacobsen present the Week-in-Review. We also take a closer look at our Investment Committee; who are they, how does it work? With an election year comes plenty of myths. We'll have a preview of our upcoming presentations in Lake Country and Madison.…
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Saturday, January 20th. Closed doors, open windows, and warm breezes.
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The Fed is in no hurry to cut rates. Retail sales are strong, manufacturing rebounded slightly and inflation is a little warmer than desired. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about Spousal Social Security along with the ramifications of inheriting money.بقلم Annex Wealth Management
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Saturday, January 13th. The world's on edge
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Earnings season kicked off and the labor market gradually slowing. Plus, we saw fresh CPI and PPI data this week. Dave Spano and Brian Jacobsen review the week. We'll also cover 5 things you'll encounter in your first 10 years of retirement as well as sharing details on an upcoming Passion Assets presentation.…
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Saturday, January 6th. Why the coal, Santa?
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Early on, the S&P was down 1% during the Santa Claus rally period. Dave Spano and Brian Jacobsen dissect the first week of trading in 2024 PLUS the impact of a stronger-than-expected job number. Learn more about Annex for Business and why you need to manage expectations with your 401k.بقلم Annex Wealth Management
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Saturday, December 30th. 2023 in review.
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Dave Spano and Brian Jacobsen review a very eventful year. Plus, we share our most popular segment of 2023.بقلم Annex Wealth Management
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Saturday, December 23rd. The Naughty And Nice List.
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Fed officials were out in force to tame expectations of rate cuts. It didn’t work. Dave Spano and Brian Jacobsen review the week. We get at the age old question 'how much insurance do you need?'. What are the dangers of investing advice via social media? We'll cover that.بقلم Annex Wealth Management
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Saturday, December 16th. What about that FOMO rally?
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The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? We'll explain. Ask Annex tackles Roth RMD's, the 4% rule, and defines a value trap. When clients have large positions in company stock, Net Unrealized …
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Saturday, December 9th. Never underestimate the power of low expectations
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The October 2023 bottom reacted to high yields and anticipated an upcoming earnings recession. The market hasn't fully moved on from the fear, but it's at least braced for it. Dave Spano and Brian Jacobsen present the Week-in-Review, we'll cover Estate Planning roles as well as tax strategies for the self-employed.…
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Saturday, December 2nd. Consumer confidence and spending up. Is it enough?
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Beige Book blues, bonds in a bull market, and is inflation moving from sticky to slippery? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our new Financial Planning in a Changing Tax World seminar, iBond questions, and what HENRYs are and how Annex can help them.بقلم Annex Wealth Management
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Saturday, November 25th. Longer pause and faster cuts?
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Market is pricing in a first cut by June and then a gradual descent. What if the pause is longer, necessitating a faster pace of cuts? Dave Spano and Brian Jacobsen review the week including weaker holiday guidance. If part of your retirement plan is moving, we're planning a special presentation soon---our presenters will share a preview. Learn mor…
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Saturday, November 18th. Growth: Weaker isn't weakness, yet.
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Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen cover it during our Week-in-Review. Learn more about our in-house Investment Committee, what it's like to be a client of Annex, and what high net worth families are facing with the upcoming change in estate tax policy.…
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Saturday, November 11th. Fun-flation is fading. Consumer is shifting from YOLO to BUY LOW.
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Despite not having a recession, it's a strange strange world. Dave Spano and Brian Jacobsen recap last week including earnings and the latest on inflation. When it's time to speak with parents who are aging, what are the proper steps? We've got a couple suggestions. If you're a cheerful giver---be a smart cheerful giver; we'll cover 8 tips for smar…
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Saturday, November 4th. Earnings season has been good, but guidance hasn’t.
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Nearly 80% of companies beat earnings expectations. The real news was in the conference calls where they offered a sobering outlook. Dave Spano and Brian Jacobsen recap the week. Learn more about the Annex Tax-Smart Planning Strategy Review and why houses might not make great wealth transfer vehicles.…
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