The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses. Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and rec…

So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat.بقلم Annex Wealth Management

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 present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in reti…

High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing? Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team.بقلم Annex Wealth Management

Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat.بقلم Annex Wealth Management

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 Generation X, Annex for Business, and the ramifications of inheriting money.بقلم Annex Wealth Management

S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and why do even small companies need to consider it? Ask Annex looks at chasing returns and the viability of cryptocurrency.…

Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline.بقلم Annex Wealth Management

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 on the way to retirement, and explanation of some common investing terms with Todd Voit, Chief Investment Strategist at Annex.…

The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters.بقلم Annex Wealth Management

Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.بقلم Annex Wealth Management

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, lifestyle creep, and what's changing for saving and investing in 2025.بقلم Annex Wealth Management

A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023. Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan.بقلم Annex Wealth Management

2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat.بقلم Annex Wealth Management

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.بقلم Annex Wealth Management

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.بقلم Annex Wealth Management

The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.بقلم Annex Wealth Management

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 present our Week-in-Review. Learn more about 'finfluencers' and if they're worth listening to. Gen X is approaching retirement, what's the latest on thei…

When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week, what's a Finfluencer and should you listen to them?بقلم Annex Wealth Management

Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?بقلم Annex Wealth Management

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 our Week-in-Review. Learn more about business succession planning, the stellar Client Service Manager team, and why one bad presentation shouldn't sour y…

Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch.…

The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations.بقلم Annex Wealth Management

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 share about an estate plan, how things aren't entirely terrible for Gen X, how to avoid letdown in retirement, and questions to ask to see if you're a…

E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. What's Warren Buffett's philosophy on sharing details of estate plans? Amy Kiiskila, wealth strategist with Annex Private client, breaks it down.…

Moderating inflation drives improved purchasing power while the air has been let out of software. 2025 earnings acceleration is an opportunity but ignoring risk mitigation mimics the turkey's lifecycle.بقلم Annex Wealth Management

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.بقلم Annex Wealth Management

A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn the 6 benefits of trusts and the steps to selling a business. Dave Spano and Brian discuss a tragic and expensive mistake someone made by skipping due diligence.بقلم Annex Wealth Management

Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you.بقلم Annex Wealth Management

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 with Brandon Lehman, director of Annex Private Client. Who needs an LLC? Maybe you. Wealth Manager Keith Butler fills us in.…

Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains.بقلم Annex Wealth Management

Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partnersبقلم Annex Wealth Management

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 some thoughts on behavioral finance. We'll also examine mistakes we make during each decade of our lives and how to prevent them.…

President-elect Trump is building out his cabinet while making day-one priorities clearer. Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?بقلم Annex Wealth Management

Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats.بقلم Annex Wealth Management

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.بقلم Annex Wealth Management

What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views.بقلم Annex Wealth Management

Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat.بقلم Annex Wealth Management

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 Jacobsen review what's happening during our Week-in-Review. More of our clients are interested in 'phasing into' retirement. How do you do that and what ty…

An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities.بقلم Annex Wealth Management

Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.بقلم Annex Wealth Management

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 Warren Buffet. What are Passion Assets and why do they matter?بقلم Annex Wealth Management

The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.…

Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning.بقلم Annex Wealth Management

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? What are 7 signs it might be time to retire? And what are money lies we tell ourselves?بقلم Annex Wealth Management

Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex.…

Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat.بقلم Annex Wealth Management

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'll cover that. Robert Chastain reviews 5 things that can happen within your family that'll put a dent in your retirement plans.…

FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Women & Wealth presentation: Avoiding Fraud & Financial Exploitation.بقلم Annex Wealth Management

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 it down. Branch Director Robert Chastain reviews 4 RMD mistakes you should avoid.بقلم Annex Wealth Management