The Fed trimmed rates but hinted it’s ready to pause for now. In our Week in Review, Dave Spano and Brian Jacobsen dive into why a brighter outlook on productivity could ease the Fed’s path, what the latest board moves reveal, and why markets are already talking cuts in 2026. We’ll also discuss the buzz around balance sheet changes. Also, practical…

Dave Spano and Brian Jacobsen unpack a week full of conflicting economic signals, from strong holiday spending to softer manufacturing data and surprising labor numbers in our Week in Review. They also take a closer look at tariff discussions, political currents heading into the mid-terms, stress points for retailers and small businesses, a standou…

Hosted by Jacob Johnson, Assistant Research Analyst.저자 Annex Wealth Management

Dave Spano and Brian Jacobsen walk you through a week where strong shopping meets mixed economic news in our Week in Review. They also cover tariff updates, election stories, challenges facing retailers and small businesses, a big moment in charitable giving. Later, trending discussions about equity compensation and planning for solo aging.…

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

This week’s Week in Review covers major political developments, including President Trump’s upcoming visit to Beijing and the launch of the Genesis Mission, along with fresh data on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also break down standout corporate stories, shifting consumer trends, and the key e…

This week’s Week in Review covers major political moves, from President Trump’s planned trip to Beijing to the launch of the Genesis Mission and the latest readings on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also unpack notable corporate stories, evolving consumer behavior, the data to watch in the week …

How are tariffs and tech earnings shaping market turmoil right now? Hosted by Jacob Johnson, Assistant Research Analyst.저자 Annex Wealth Management

Dave Spano and Brian Jacobsen unpack everything from tariff-driven grocery relief to the mixed signals shaping the economy as we head into the holidays. They’ll sort out what’s important now, and what could be coming next. We’ll also look at how parents can create a clear plan to help their kids pay down student loans. And later, the smart end-of-y…

Dave Spano and Brian Jacobsen break down everything from tariff-driven grocery relief to mixed economic signals heading into the holidays for the Week in Review. They’ll help make sense of what matters now, and what might matter next. We also talk about how parents can build a real plan to help their kids tackle student loans. And later, smart end-…

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

Mark Beck and Brian Jacobsen break down a jam-packed week of headlines in our Week in Review, from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll look at what small businesses and big-name earnings are really telling us as we roll into the holidays, and later we’ll uncover “equity compensation” and wheth…

Mark Beck and Brian Jacobsen tackle a busy week of headlines in our Week in Review. Everything from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll also dig into what small businesses and big-name earnings are signaling as we head into the holidays. And later, we break down “equity compensation” and wheth…

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

This week, we unpack the “K-shaped” economy everyone’s talking about. Who’s moving up, who’s sliding down, and what the latest data really says. From layoffs and earnings to tech volatility and political headlines, we break down the stories shaping markets and money right now in our "Week in Review" with Wealth Advisor, Austin Grandinetti and Chief…

This week, we’re digging into the “K-shaped” economy—who’s rising, who’s struggling, and what the latest numbers reveal. In our Week in Review, Wealth Advisor Austin Grandinetti and Chief Economic Strategist Dr. Brian Jacobsen sort through layoffs, earnings, tech turbulence, and political headlines shaping the markets. Plus, smart tax moves later i…

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

It was a big week for central banks — from rate cuts and policy holds to talk of wrapping up quantitative tightening. The Fed made another move, bringing questions about what 2025 might bring. Dave Spano and Brian Jacobsen unpack the key takeaways in this Week In Review. Plus, we’ll dive into the “Labubu Trend” shaking up the collectibles market an…

Central banks were in the spotlight this week with rate cuts, policy holds, and new signals about the path ahead for quantitative tightening. The Fed made another move, and investors are already asking what could come next in 2025. Dave Spano and Brian Jacobsen break down what it all means in this week’s Week In Review. Plus, a look at the surprisi…

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

Finally, some data! The CPI release that determines the 2026 cost of living adjustment for Social Security Benefits is out. Foreign data is still rolling in. China’s challenges are evident…and likely to get worse unless there’s a deal. Dave Spano and Brian Jacobsen will break it down in our Week in Review. Also on the show, myths about taxes. Was g…

At last, we’ve got some numbers to work with. The new CPI report is out, setting the stage for the 2026 Social Security cost of living adjustment. Meanwhile, global data keeps coming in, and China’s struggles are becoming clearer, and could deepen without some movement on trade. Dave Spano and Brian Jacobsen will unpack it all in our Week in Review…

Hosted by Jacob Johnson, Associate Research Analyst.저자 Annex Wealth Management

Treasury Secretary Bessent said the department is prioritizing payments in its system in order to allow for US military staff to be paid. Also, banks have said loan quality is pretty good.저자 Annex Wealth Management

Beige Book Blues. This qualitative data may be the best we can get during the data draught. Dave Spano and Brian Jacobsen discuss in our Week in Review. Also, banks have said loan quality is pretty good. You'll hear how to be prepared for a longer life in retirement. Health and financial planning are very much connected. Mike Kirk talks about how t…

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

The government shutdown. TSA agents are calling in sick. That ended the shutdown in 2019. Will it this time? ACA subsidies are the sticking point. That and anxious investors drive gold prices above $4,000 an ounce, marking its best year since the 1976.저자 Annex Wealth Management

The government shutdown. Mark Beck and Brian Jacobsen break it down in our Week in Review. TSA agents are calling in sick. That ended the shutdown in 2019. Will it this time? ACA subsidies are the sticking point. That and anxious investors drive gold prices above $4,000 an ounce, marking its best year since the 1976. Also, how is your 401k looking?…

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

Could the government shutdown signal deeper cuts to federal employment? Dave Spano and Brian Jacobsen break it down in our Week in Review. Also on the show: Smart planning strategies for medical professionals, meaningful ways grandparents can support their grandchildren, and an inside look at the Annex process for High-Net-Worth clients.…

Growth: Shutdown slowdown There may be more to this government shutdown than meets the eye - this time, it could signal deeper cuts to federal employment. Dave Spano and Brian Jacobsen break it down in our Week in Review. Also on the show: How much insurance is enough? Our financial planning team takes a closer look. And Deanne Phillips shares thou…

Hosted by Derek Felske, Chief Investment Officer저자 Annex Wealth Management

With the federal government's fiscal year-end nearing and no compromise in sight, join Dave Spano and Brian Jacobsen for our Week-in-Review. This episode also explores the 4% retirement rule, Warren Buffett-style estate planning, why your 401(k) isn’t a piggy bank, and common myths about trusts.저자 Annex Wealth Management

As the October 1 deadline approaches, a compromise seems unlikely. Join Dave Spano and Brian Jacobsen for our Week-in-Review, covering the looming shutdown. Plus, get a preview of next weekend's Divorce Workshop and explore the Great Baby Boomer Wealth Transfer.저자 Annex Wealth Management

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

Economic growth may have already weathered its toughest challenges, with brighter days likely ahead. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s latest decision. The show also examines 529 plans for education savings, key steps to selling a business, estate planning considerations for remarriage, and strategie…

Tariff-related inflation is unlikely to spike suddenly; instead, it’s expected to build gradually as companies cautiously adjust pricing to gauge market tolerance. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s recent decision to cut rates by 25 basis points. The show also explores the role of 529 plans in higher…

Hosted by Chief Economist, Brian Jacobsen, and Chief Investment Officer, Derek Felske.저자 Annex Wealth Management

Did Spring 2024 to Summer 2024 have a mini recession? Dave Spano and Brian Jacobsen discuss how the Bureau of Labor Statistics significantly overestimated employment figures in early 2024, missing signs of a slowdown that may have bordered on one. With the Federal Reserve likely to cut interest rates soon, there's an emphasis on the importance of t…

Did Spring 2024 to Summer 2024 have a mini-recession? Dave Spano and Brian Jacobsen discuss how the Bureau of Labor Statistics significantly overestimated employment figures in early 2024, missing signs of a slowdown that may have bordered on one. With the Federal Reserve likely to cut interest rates soon, there's an emphasis on the importance of t…

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

U.S. job growth slowed in August, reflecting a weakening labor market, with a net loss of 13,000 jobs reported in June. Join Dave Spano and Brian Jacobsen for our Week-in-Review. Also on today's show: exploring the stages of retirement, supporting adult children, and key retirement planning tips—three things to do now and three things that can wait…

Revised figures show a summer slowdown, with 13,000 jobs lost in June. What's that mean? Dave Spano and Brian Jacobsen break it down in their Week-in-Review. Also on the show, High Net Worth families aren't immune to unexpected cash flow challenges—learn what’s driving these issues and how to address them. Plus, Deanne Phillips examines the growing…

Hosted by Matt Morzy, Director of Research저자 Annex Wealth Management

Earnings season is wrapping up, and the results are promising. FactSet reports that 81% of S&P 500 companies surpassed earnings expectations, with 58% raising their full-year 2025 earnings guidance. The “beat and raise” trend has been music to investors’ ears. Join Brian Jacobsen for our Week-in-Review, where we break down the latest market insight…

Brian Jacobsen dives into our Week-in-Review, unpacking the latest Q2 GDP revisions that offer hope but reveal clouds behind the silver lining. Despite a slight uptick in new home sales, consumer confidence is waning. The episode also explores the growing trend of claiming Social Security earlier than advised and shares practical tips to protect yo…

Hosted by Ken Bellinger, Research Analyst저자 Annex Wealth Management

The housing market grapples with low builder confidence due to high mortgage rates and regulatory costs, alongside rising starts, falling permits, and high cancellations. In our Week-in-Review, Brian Jacobsen discusses these housing challenges, followed by separate insights on equity compensation and the rise in 'gray divorce.'…

Jerome Powell’s Jackson Hole remarks sparked expectations of rate cuts, but did data dependency dampen the mood? Brian Jacobsen shares our Week-in-Review. Plus, we explore equity compensation strategies, the rise in gray divorce, and tips for navigating the process.저자 Annex Wealth Management

Hosted by Chief Economic Strategist Brian Jacobsen.저자 Annex Wealth Management