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 inve…

Host by Brian Jacobsen, Chief Economist.저자 Annex Wealth Management

The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, translating to a modest quarterly decline of about 0.07%—essentially flat. Meanwhile, Friday's jobs report surpassed expectations. What does this mean for the markets? Join Dave Spano and Brian Jacobsen for the Week-in-Review. Plus, it’s time for spring cleaning …

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.…

저자 Annex Wealth Management

Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve’s Beige Book raised concerns about an economic slowdown, but S&P Global PMIs held steady, though not stellar. Brian Jacobsen breaks it down in our Week-in-Review. We also dive into how A…

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 m…

Hosted by Ken Bellinger, Research Analyst.저자 Annex Wealth Management

U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs on other goods. But is this boom a fleeting high? Join Dave Spano and Brian Jacobsen for our Week-in-Review as they unpack what’s next for the economy. Plus, we’re diving into retirement pla…

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.…

Hosted by Jason Cooper, Director of Equity Research.저자 Annex Wealth Management

It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about strategies for business owners who are asset rich/cash poor. What is Warren Buffet's estate planning philosophy? Should you list…

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.저자 Annex Wealth Management

Hosted by Dr. Brian Jacobsen, Chief Economist저자 Annex Wealth Management

In investing, enduring volatility is simply the price of admission for long-term gains. Last week was about buckling up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about our Financial Literacy Month series of webinars, planning for medical professionals, prenuptial agreements and more.…

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 q…

Hosted by Matt Morzy, Director of Research.저자 Annex Wealth Management

Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover behavioral finance during times of volatility, estate planning roles, and the 4 types of retirees.저자 Annex Wealth Management

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.…

Hosted by Brian Jacobsen, Chief Economist저자 Annex Wealth Management

Fed projections had a faint aroma of stagflation. What's that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Cash Balance Plans, how Annex clients stay sharp in retirement, and why automatic 401k enrollment might be leading to less-than-desirable decisions.…

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 usi…

Hosted by Derek Felske, Chief Investment Officer.저자 Annex Wealth Management

Big change takes big tools. You can't cut through a thicket with a scalpel. Brian Jacobsen presents our Week-in-Review. We'll look at volatility from a historic standpoint along with an examination of emotional reaction when markets slide.저자 Annex Wealth Management

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.저자 Annex Wealth Management

Hosted by Jason Cooper, Director of Equity Research.저자 Annex Wealth Management

Uncertainty does not have to resolve in a bad way. It often resolves positively. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about investment diversification, 6 things you might NOT want to inherit, Annex Private Client and more.저자 Annex Wealth Management

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.저자 Annex Wealth Management

Hosted by Dr. Brian Jacobsen, Chief Economist Annex Wealth Management.저자 Annex Wealth Management

Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how they fit in an estate plan. What is a HENRY and how can Annex help them? Is the 4% rule a viable retirement calculator? And how can grandparents plan to…

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.저자 Annex Wealth Management

Hosted by Jason Cooper, Director of Equity Research, and Ken Bellinger, Research Analyst.저자 Annex Wealth Management

Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses will be successful. Good luck with that. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about transferring ownership of the family cottage, the Annex portfolio review, how we plan f…

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 n…

Joined by Derek Felske, Chief Investment Officer.저자 Annex Wealth Management

Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.…

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.저자 Annex Wealth Management

ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.저자 Annex Wealth Management

It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millionaire myths (that aren't true).저자 Annex Wealth Management

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.저자 Annex Wealth Management

The other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat.저자 Annex Wealth Management

Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover the Great Baby Boomer Wealth Transfer, insurance coverage (like, how much do you really need?), the role of a Certified Divorce Analyst …

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 rec…

So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat.저자 Annex Wealth Management

If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in reti…

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.저자 Annex Wealth Management

Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat.저자 Annex Wealth Management

The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. Learn more about Key Person Insurance, planning for Generation X, Annex for Business, and the ramifications of inheriting money.저자 Annex Wealth Management

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.…

Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline.저자 Annex Wealth Management