Money Talk

Saturday, December 9th. Never underestimate the power of low expectations. 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.

Consumer confidence and spending up. Is it enough? 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.

Saturday, November 25th. Longer pause and faster cuts? 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. Lear...

Saturday, November 18th. Growth: Weaker isn't weakness, yet. 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.

Saturday, November 11th. Fun-flation is fading. Consumer is shifting from YOLO to buy low. 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 ch...

Earnings season has been good, but guidance hasn’t. 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' increasing, what is the role of a Certified Divorce Financial Analyst in the process? 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’s 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 opportunities when it c...

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 of...

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, which makes sense for you? 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 expen...

August wasn't kind to investors. What happened and what's on the horizon for September? We'll review the fresh jobs number and what that might mean for the Fed. How can grandparents bless their grandchildren? We'll go over a few ways. Annex is celebrating 401k Day with a free financial wellness webinar--join Tom Parks for information on how you can join.

Dave and Derek cover the week-in-review including the news from Jackson Hole. What's the best way to plan when a couple has a significant age gap? We'll discuss. When it's time to sell a business, what are the steps to follow? We'll investigate.

CPI, PPI, and the end of earnings season. Dave and Derek recap an interesting week. Annex provides insurance assessments for our clients--we'll talk with Eric Strom to get at the perennial question, "How much insurance do you need?". Ask Annex hits the mailbag, and our Chief Economist covers Private Credit Fund investments for High Net Worth individuals.

As recession fears fade, for now, earnings and other significant data continues to pour in. Dave and Derek cover it all during our Week-in-Review. What do 30-and-40 somethings miss when it comes to retirement planning? We'll take a look. Ask Annex is back and so are details about a free Secure Act 2.0 401k webinar. It's important stuff if you are a company owner, CFO, or HR professional.

Earnings continue to pour in---but so did a Fed rate raise, GDP, and PCE. What's our take? Find out on the Week-in-Review. The IRS has more money--what are they doing with it? How does the Annex Executive program work and is it right for your situation?

More earnings and key economic data arrive. Will it sway the Fed's decision next week? Mark Beck and Brian Jacobsen cover the week-in-review. Baby Boomers are set to pass a staggering amount of wealth to their heirs; that requires planning--and we'll offer some things to consider. HEAR the Difference from an Annex client this week.

Here come the earnings--and it starts with the big banks. Dave Spano and Brian Jacobsen cover it all during our week-in-review. With 1/3 of retirees dealing with some sort of cognitive decline, knowing when to say when and finding a trusted agent to help is important--we'll cover that with one of our estate planning attorneys. Ask Annex covers a gamut of questions, and we'll also talk about 'surre...

ADP's employment number was huge, but the Labor Department's was not. What's going on and what might the next move be from the Fed? We'll cover that and more during our week-in-review. HEAR the Difference from an Annex client who shares his experience and his amazing retirement journey. What is and ISN'T financial planning? We'll help clear it up. Mark Beck, our Chief Growth Officer will explore t...

Recession fears pushed out? Derek Felske and Mark Beck discuss during our week-in-review. Also, more about mid-year tax planning for high earners, Ask Annex, and a deep dive into pre and post-nuptial agreements.

As rate outlooks weigh on stocks and boost bonds, what's the view from the Annex Wealth Management Investment Committee? From start-ups to large companies, our Retirement Plan Services team helps HR teams create strong benefits programs. Learn more on this week's show, plus Ask Annex and a closer look at Fixed Deferred Annuities.