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Money Talk: The Annex Wealth Management Show - Milwaukee

Annex Wealth Management

News, planning insight, and forward thought on the economy, markets, and wealth management.

business investing

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33:54

Saturday, May 10th. A key meeting in Switzerland.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/05/10

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.

33:26

Saturday, May 3rd. What's a McRecession?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/05/03

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.

33:49

Saturday, April 26th. Survival of the fittest.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/04/26

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'. We'll also have results from the recent transition-to-retirement poll.

33:47

Saturday, April 19th. A sprint before the stumble

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/04/19

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.

31:55

Saturday, April 12th. So much for last Wednesday.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/04/12

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.

33:40

Saturday, April 5th. Policy: Bite the Bullet.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/04/05

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.

34:03

Saturday, March 29th. Policy: This may hurt a bit.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/03/29

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.

33:44

Saturday, March 22nd. The faint aroma of stagflation.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/03/22

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.

33:34

Saturday, March 15th. Growth: From Bump to Slump?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/03/15

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.

33:52

Saturday, March 8th. March. In like a lion.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/03/08

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.

33:30

Saturday, March 1st. Consumer confidence drops.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/03/01

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.

34:12

Saturday, February 22nd. Hitting the pause button.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/02/22

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 Retirement Plan Services department has the details.

33:46

Saturday, February 15th. Lots of tariff talk, but...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/02/15

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.

33:53

Saturday, February 8th. Not a trade war. Yet.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/02/08

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.

33:56

Saturday, February 1st. DeepSeek week. More questions...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/02/01

The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses. Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and recap an Axiom poll using 20/20 hindsight.

33:46

Saturday, January 25th. Policy: Getting down to...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/01/25

High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing? Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team.

34:00

Saturday, January 18th. Here come the earnings.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/01/18

S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and why do even small companies need to consider it? Ask Annex looks at chasing returns and the viability of cryptocurrency.

33:34

Saturday, January 11th. How 'bout that job number?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/01/11

The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters.

33:39

Saturday, January 4th. Out with the old, in with the...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/01/04

A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023. Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan.

27:29

Saturday, December 28th. Year-in-Review

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/12/28

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.

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Money Talk: The Annex Wealth Management Show - Milwaukee

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