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.Annex Wealth Management tarafından oluşturuldu

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 …

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.…

Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify.Annex Wealth Management tarafından oluşturuldu

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?Annex Wealth Management tarafından oluşturuldu

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?Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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…

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.…

Manufacturing mojo is coming back while pricing power to margin pressure is a weakness. Opportunities exist in credit while stagflation narratives pose a threat.Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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?Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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?Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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.…

Markets don't do much in election years until the outcome is clear.Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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.…

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.Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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…

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.Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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?Annex Wealth Management tarafından oluşturuldu

We're in a good place but there are still signs of stress with some regional banks. Simple opportunities exist by maintaining a balanced portfolio. The Middle East is becoming a threat.Annex Wealth Management tarafından oluşturuldu

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 earnings reports). We'll also explore the 4 types of retirees, the increase in Gray Divorce, and the steps to selling a business.…

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.…

Almost perfect economic data meets hypersensitive areas in the market. Even with a pullback, there are relative value opportunities while a breaking bad forecast includes the market pricing in aggressive rate cuts.Annex Wealth Management tarafından oluşturuldu

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. Learn more about our Investment Committee, election year myths, Annex Ignite, and why planning for life 'in' retirement sometimes falls short.…

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.…

The economic damage has been contained but weakness appears while wrestling with the Fed's communication. Opportunity exists with the Fed NOT tanking the economy--but a threat remains if the Fed DOES wind up tanking the economy.Annex Wealth Management tarafından oluşturuldu

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 for the markets? Dave Spano and Brian Jacobsen discuss during the week-in-review. Learn more about Spousal Social Security, business succession planning,…

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.Annex Wealth Management tarafından oluşturuldu

The mega map momentum runs into a small cap and earnings retreat. Broadening use of AI is an opportunity while persistent inflation and rise energy costs pose a threat.Annex Wealth Management tarafından oluşturuldu

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.Annex Wealth Management tarafından oluşturuldu

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.…

The good jobs report might be solidifying the soft landing scenario but a cyclical strength isn't great. Do pullbacks equal opportunity? A threat could emerge when the market doesn't get what it wants.Annex Wealth Management tarafından oluşturuldu

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 Annex client, learn why 401k expectations should be managed, and what Generation X faces with retirement planning.…

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.Annex Wealth Management tarafından oluşturuldu

Momentum continued but China and the Credit Crunch were a drag. Opportunity exists for active managers while the Fed being slow to react to deteriorating conditions is a threat.Annex Wealth Management tarafından oluşturuldu

What a year. Dave Spano and Brian Jacobsen review 2023---and cast their eyes on next year.Annex Wealth Management tarafından oluşturuldu

Dave Spano and Brian Jacobsen review a very eventful year. Plus, we share our most popular segment of 2023.Annex Wealth Management tarafından oluşturuldu

Santa Claus came for small caps but the dollar has been dashing downward. Stock pickers need to do some homework but will it be a blue Christmas for bonds?Annex Wealth Management tarafından oluşturuldu

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 in the 1st five years of retirement, Ask Annex, social media investing advice, and signs you should be contributing more to your 401k.…