Money Talk: The Annex Wealth Management Show - Milwaukee

The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar. What does it mean to be asset rich and cash poor? Impacts of the Big Beautiful act on charitable giving. 

Recent data indicate the U.S. economy is gaining stronger footing than anticipated. Industrial production increased by 0.3% in June, surpassing expectations, and retail sales rebounded with a 0.6% rise. Join Brian Jacobsen for our Week-in-Review. Also on the show, we introduce the newest member of the Annex Private Client team and share tips to address imbalanced diversification in your 401(k), a...

One Big Beautiful Bill 2025 provisions like business incentives, no taxes on tips or overtime, bigger deductions, and child tax credits could have immediate impact. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover myths about taxes as well as a discuss proper planning for Passion Assets like cars, art, and wine. 

In June, hiring surpassed expectations with 147,000 new jobs added. What does this mean for the Federal Reserve's next decision? Brian Jacobsen breaks it down in our Week-in-Review. Plus, learn how to plan for receiving an inheritance. Also, one of our Estate Planning attorneys shares key insights on transferring a family vacation property to the next generation.

Will U.S. strikes on Iran's uranium enrichment sites bring Iran back to the negotiating table? Markets have reacted positively. Join Dave Spano and Brian Jacobsen for our Week-in-Review. We’ll also conclude our Investment Jargon series and explore the connection between better health and avoiding tax surprises.

Will the U.S. get involved in the Israel-Iran conflict? Russia's Dmitriev suggests that Russia, the U.S., and Saudi Arabia may collaborate to stabilize oil markets amid rising prices. In this week's show, Dave Spano and Brian Jacobsen present the Week-in-Review. Additionally, we begin a two-part series on decoding financial jargon. Also, what are the myths surrounding trusts? They’re not all-power...

The ongoing tensions between Israel and Iran are weighing on investors' minds. Consistent with historical patterns, bond yields have declined, oil prices have surged, and stock markets have experienced declines. In the Week-in-Review, Dave Spano and Brian Jacobsen provide their insights. Additionally, the program explores the concerning rise of "gray divorce" among older adults, as well as the pot...

The Beige Book highlights economic slowdown and a cooling services sector, though the employment situation report remains relatively stable. In the defensives versus cyclicals debate, recent updates from Campbell's, Dollar General, Dollar Tree, Kimberly-Clark, and Procter & Gamble provide valuable insights. Brian Jacobsen shares our Week-in-Review. Additionally, we explore common mistakes made...

On today's Week-in-Review, hosts Dave Spano and Brian Jacobsen explore the recent market reactions to court rulings on tariffs, likening them to a "Red Light, Green Light" game. Markets surged Wednesday when tariffs were paused and continued to rally Thursday when they were upheld. The episode also delves into equity compensation and provides an overview of Annex Wealth Management’s insurance asse...

On April 9th, the pause on high reciprocal tariffs, followed by a reduction in tariffs on Chinese goods from 145% to 30%, sparked a surge in shipping activity. This creates a prime opportunity for businesses and households to acquire goods at lower costs. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss key insights. Also on the show, we explore why some individuals opt for Social Secu...

This week, a 90-day U.S.-China trade deal truce boosted stock markets and eased recession fears, but small businesses remained pessimistic as shown by the NFIB index, while retail sales and industrial production data were mixed. Despite stable CPI and declining PPI, Walmart’s warning about potential price increases due to tariffs highlighted ongoing concerns about import prices and consumer costs....

The UK and US strengthen ties, but China's exports to the US have sharply declined. Could this weekend's Switzerland talks pave the way for a resolution? Meanwhile, the Federal Reserve holds interest rates steady, despite the President's frustration. Brian Jacobsen shares our Week-in-Review, and we continue Spring Cleaning with part two of our investment review.

GDP declined due to surging imports. Consumer Confidence hit COVID-era lows. ISM Manufacturing and new export orders dropped sharply. Dave Spano and Brian Jacobsen discuss these trends in the Week-in-Review. Our Spring-Cleaning theme focuses on pruning your investment portfolio, while Ask Annex addresses a bond-related question.

Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client mirrors the military phrase 'High Speed/Low Drag'....

Is Q2 GDP growth masking a Q3 slowdown? Dave Spano and Brian Jacobsen break it down in our Week-in-Review, exploring how early boosts could fade without trade policy changes. Curious about true financial planning? Mike Kirk reveals what it is—and what it isn’t. Plus, Ask Annex returns with practical tips on planning for a longer retirement.

Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset rich, yet cash poor leads to challenges. Learn more how Annex Private Client is equipped to assist. 

Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt like an operation performed without anesthesia. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about our series of Financial Literacy Month webinars and Ask Annex returns with a question about a Roth conversion 'ladder. 

With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors. 

The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance Plans and why are they so powerful for the right company situation? Tom Parks from our Retirement Plan Services team outlines why auto enrollment in 401ks are leading to the slippery slope of employees using them for emergency funds. 

Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on volatility this week: historically, psychologically, and via the lens of our recent Navigating the Market presentations. 

Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover investing diversification and Ask Annex has a question about short selling. 

Consumer confidence in February fell 7 points, the biggest drop since August 2021.  Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle them with a well-constructed estate plan. 

Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Review. If you've got a family cabin/cottage/camp/hideaway, what is the best way to pass it to the next generation? High five for 401ks; participation has now crossed 50% of employees. Tom Parks of our Reti...

25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning. 

Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids with money ' event on the 20th.