Annex Wealth Management Show

This week, CEO Dave Spano and Dr. Brian Jacobsen discuss the market impact of renewed Middle East tensions, including rising oil prices and concerns over key shipping routes such as the Strait of Hormuz and the Red Sea. They examine how higher energy costs are influencing inflation expectations, bond yields, mortgage rates, and Federal Reserve policy. Later on, the team discusses the renewed focus...

This week,  Dr. Brian Jacobsen  breaks down the key themes emerging from earnings season and what they could mean for investors. He’s joined by  Director of Financial Planning Eric Strom  to discuss the housing market and mortgage rates.  Plus, we explore the growing number of employed adult children living with their parents and provide practical guidance for evaluating life insurance policies so...

This week, Dave Spano and Dr. Brian Jacobsen break down a U.S. economy that's cooling from a sprint to a sustainable jog, examine what the latest labor data, IMF forecasts, and AI-driven growth trends mean for investors, and explore the widening gap between the global winners and losers of the next economic cycle. Plus, we unpack the Federal Reserve's emerging policy playbook and why a new generat...

For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss earnings, the jobs numbers from June and what you should keep an eye on now that we're in the second half of the year.  America is turning 250, so we take a look at the people, innovations, and economic turning points that transformed a young nation into the world's largest economy. We also discuss how to simplify and manage multipl...

For our "Week in Review", Dave Spano and Dr. Brian Jacobsen break down Kevin Warsh’s debut at the Fed, a unanimous decision, new internal task forces, and a leadership style that invites open disagreement. We then turn to Trump’s surprise Iran memorandum, a move that’s already easing energy market fears but raises major political and funding questions that could shape global stability and defense...

This week, Dave Spano and Dr. Brian Jacobsen unpack a mix of political tension, highlighted by developments in Iran, and a wave of fresh economic data shaping the market outlook. Inflation remains elevated, consumer sentiment is softening, and small business optimism is slipping, even as housing and trade show pockets of strength. We also explore what rising IPO activity, from AI leaders like Open...

In this Week in Review, Dave Spano and Dr. Brian Jacobsen dig into SpaceX’s headline-grabbing IPO—and why the bigger story may be its bold (and unproven) AI ambitions. They also explore the intensifying AI arms race, from trillion-dollar valuations to Nvidia’s push into everyday tech, and what it means when even standout earnings fail to impress. Plus, a look at shifting tariffs and a two-speed ec...

Hot Inflation Cold Incomes and an AI Divide Inflation is still running hot while real incomes quietly slip, creating a growing disconnect beneath record market levels. This week Dave Spano and Dr. Brian Jacobsen break down why investors are focused on strong corporate results even as consumers grow more selective with their spending across retailers like Costco, Dollar Tree, and Best Buy. Plus, we...

What Does a new Fed Chair Mean? This week we unpack a fast-moving mix of global headlines and what they really mean for your money, from rising tensions overseas to new policy shifts that could reshape housing and trade. We break down the latest economic data and what the Federal Reserve is signaling about inflation, interest rates, and where things may be headed next. We also connect it all to th...

This week’s episode sharpens the focus on major, politically driven developments, from the SEC’s push to rethink decades-old reporting rules to the high-stakes uncertainty surrounding the Strait of Hormuz. Dave Spano and Dr. Brian Jacobsen unpack key economic signals, including tighter bank lending standards and what they reveal about business confidence and credit conditions. And on Main Street,...