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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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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.

33:51

Saturday, December 21st. The Grinch Returns.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/12/21

When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week, what's a Finfluencer and should you listen to them?

33:54

Saturday, December 14th. Bracing for a trade war.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/12/14

Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch.

33:47

Saturday, December 7th. An economic wrestling match?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/12/07

E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. What's Warren Buffett's philosophy on sharing details of estate plans? Amy Kiiskila, wealth strategist with Annex Private client, breaks it down.

33:48

Saturday, November 30th. Know what you own.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/11/30

A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn the 6 benefits of trusts and the steps to selling a business. Dave Spano and Brian discuss a tragic and expensive mistake someone made by skipping due diligence.

33:55

Saturday, November 23rd. Trading one uncertainty for...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/11/23

Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains.

33:34

Saturday, November 16th. Policy coming into focus.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/11/16

President-elect Trump is building out his cabinet while making day-one priorities clearer. Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?

33:31

Saturday, November 9th. The post-election show.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/11/09

What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views.

33:49

Saturday, November 2nd. Bad, but distorted.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/11/02

An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities.

33:54

Saturday, October 26th. The Beige Flag.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/10/26

The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.

33:42

Saturday, October 19th. Defying gravity.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/10/19

Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex.

33:49

Saturday, October 12th. How to herd cats. Let's talk...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/10/12

FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Women & Wealth presentation: Avoiding Fraud & Financial Exploitation.

34:03

Saturday, October 5th. About those job numbers.....

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/10/05

Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Parks makes a case for upgrading 401k plans with help from Annex. Ask Annex tackles a question from the grandmother of a brand-new US Marine regarding saving and investing. To help, we call in Kent Halleen, a member of Annex Private Client who spent 12 years in the Corps.

33:43

Saturday, September 28th. China hits the stimulus...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/09/28

The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their duffs and announced some stimulus measures. Dave Spano and Brian Jacobsen present our Week-in-Review. Annex Private Client is a powerful partner for entrepreneurs and business owners, Brandon Lehman has an overview. Is it time to invest in art? That question and more during Ask Annex.

33:42

Saturday, September 21st. A catchup cut.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/09/21

Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society. Ask Annex returns with another batch of great questions.

33:31

Saturday, September 14th. Crunch time.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/09/14

Fed is set to cut rates. Messaging will be more important than the magnitude of cuts. Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do they do it and how can Annex help your employees? Tom Parks of our Retirement Plan Services team explains how.

33:20

Saturday, September 7th. Macro matters.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/09/07

At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll have an overview of our Investment Intel series---and link up with Fred Coleman and Matt Morzy for Ask Annex.

33:38

Saturday, August 31st. How about a Nothing Burger?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/08/31

Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light. Dave Spano and Brian Jacobsen present our Week-in-Review with the latest earnings of note. Learn more about next weekend's divorce presentation at our headquarters and we'll also profile our Investment Committee.

33:41

Saturday, August 24th. The Powell Pivot.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/08/24

The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you from planning retirement, and Ask Annex.

33:49

Saturday, August 17th. Recession fears fade.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/08/17

Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree.

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Money Talk: The Annex Wealth Management Show - Milwaukee

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