Money Talk: The Annex Wealth Management Show - Milwaukee

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. 

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.

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?  

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. 

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 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.

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. 

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. 

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

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. 

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 Appreciation becomes a big factor in planning. We'...

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. 

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.  

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 more about HSA's and the subtle differences between T...

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. 

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 smarter charitable giving. 

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. 

Winners and losers this week. There's fear in the air--and that could be good. We cover it all during our Week-in-Review. Also, with 'gray divorces' climbing, what is the role of a Certified Divorce Financial Analyst in the process?  We'll cover that, along with Ask Annex, a fresh look at Millionaire Myths, and what happens with Private Equity when things don't go as planned? 

The Dow took it on the chin as the 10-year Treasury yield crossed 5% for the first time since '07. What are the ramifications? How about recent earnings? We'll cover it all during our Week-in-Review.  Also on the show, Ask Annex, the conversation about wealth transfers, and 'what's the difference' between Annex Private Client, Annex Comprehensive Wealth, and Annex Ignite? 

Hotter than expected CPI arrived this week. What does that mean---especially from the Fed's point of view?  Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? Deanne Phillips stops by for a preview of Thursday's Women & Wealth presentation, How to Prepare for the Unexpected.  If you’re in the medical profession, you have unique challenges and opportunitie...

The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave Spano and Derek Felske discuss.

Yields up, stocks down. Some scary market moves to start Fall. Get up to speed with our Week-in-Review for the last week of September. Business sales are complex and need a great team to make it a smooth process. Our Annex Private Client team is ready and will go over some highlights. What are 5 challenges that will pop up in the first 10 years of retirement? We've got a list. 

What was the impact of the Fed's decision/no-decision on rates?  The housing market is experiencing volatility? Why, and what's the potential impact? Does the nation's $33 trillion debt matter?  We'll cover it all on during the Week-in-Review. Also, what are the silver linings when postponing retirement?  What factors help create a good fit between you and a financial planning partner?  At the end...

The UAW walks, the Arm IPO jumps, and CPI ticks higher. Plenty to cover during the Week-in-Review.  Our Retirement Plan Services weighs in on 401ks---traditional or Roth. We'll open the mailbag for Ask Annex and dig deeper into QDRO's and the potential impact on one's investment and retirement planning. 

Investors are concerned about the potential of more rate hikes from the Federal Reserve in November and it impacted the markets this week. We'll cover that and more during our Week-in-Review. Why are HSA's so beloved for those who can use them? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're looking in deeper on how to help with college expens...