The Investment Show

As America celebrates its 250th anniversary, we take a look back at the events, innovations, and economic milestones that helped shape the world's largest economy. We also tackle a common challenge for investors: managing multiple retirement and investment accounts without losing sight of your overall strategy. Plus, we clear up some of the confusion surrounding Roth conversions and discuss key fi...

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

This week, we 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 supply chains.  Plus, segments on solo aging a...

This week, we 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 OpenAI to more traditional brands,...

In this Week in Review, Dr. Brian Jacobsen breaks down SpaceX’s eye-popping IPO plans and why the real story isn’t rockets, but a massive, still-unproven AI bet that could reshape markets. We also unpack the growing AI arms race, from trillion-dollar IPO ambitions to Nvidia’s push into everyday devices, and why even blockbuster earnings aren’t always enough to satisfy investors. Plus, we look at e...

Inflation is still running hot while real incomes quietly slip, creating a growing disconnect beneath record market levels. This week we 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 dive into the widening gap between AI winners and worriers and what it sig...

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 the real world, from AI driven dea...

Big global moves this week as the US and China reopen trade channels on beef, oil, and agriculture, even as tensions flare over Taiwan. Meanwhile, political shakeups hit both sides of the Atlantic with Kevin Warsh narrowly taking the helm at the Fed and the UK prime minister stepping down after market jitters. Back home, Trump pushes a gas tax pause and cheaper beef while economists flag the risks...

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

This week, Dave Spano and Dr. Brian Jacobsen cut through a high‑stakes mix of geopolitics and monetary policy, from escalating Middle East tensions and OPEC fractures to the head‑scratching call for rate hikes amid elevated oil prices. They examine a sharply divided Fed, louder hawkish signals from global central banks, and what could mark Chair Powell’s final act as leadership changes loom. Under...

This week, we look ahead to what less Fed forward guidance could mean for rate volatility, why strong balance sheets may become a market advantage, and how global energy flows could quietly shift away from geopolitical chokepoints. Plus, the political noise shaking markets. Also, uncovering the new retirement tax subtraction and tax filing extension myths. See omnystudio.com/listener for privacy i...

This week, we discuss the sudden halt of Kevin Warsh’s nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book full of uncertainty, and if the economy feels less like a recession.  Plus, clearing up confusion on Roth conversions and being single in retirement. See omnystudio.com/listener for...

This week, we break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge.  What is "Direct Indexing", and is it a strategy that might work for you to customize your portfolio. See...

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.