Annex Wealth Management Show

Money Talk - The Annex Wealth Management Show | (Sunday) 08/23/26

Treasury Secretary Scott Bessent stepped into a bond market rattled by soaring long-term yields and a federal debt load that has now surpassed $40 trillion, but did his intervention solve anything or simply expose a bigger problem? This week, Dave Spano and Dr. Brian Jacobsen unpack the drama in the Treasury market, the Fed's increasingly hawkish stance, and what a weaker dollar, rising gold prices, and surging oil could mean for investors. Plus, they examine the growing divide in the consumer economy as Walmart stumbles, Target surges, and Wall Street searches for the next signal on the health of the U.S. economy. We also discuss planning for the rising costs of healthcare and your first year of retirement.

Annex Wealth Management Show | 08/20/26

Money Talk - The Annex Wealth Management Show | (Sunday) 08/16/26

Sunday, August 15th. The Inflation Illusion: Why Prices Still Hurt Cooling inflation, softer consumer spending, stronger small-business optimism, and rising markets: this week's economic data offered something for both optimists and skeptics. We break down the latest inflation reports, what they may signal for Federal Reserve policy, why consumers are still feeling pressure from higher prices, and what upcoming jobs data could reveal about the economy's direction. This discussion is for informational purposes only and is not intended as investment advice.

Annex Wealth Management Show | 08/13/26

Money Talk - The Annex Wealth Management Show | (Sunday) 08/09/26

This week, Dave Spano and Dr. Brian Jacobsen break down a market landscape full of mixed signals. From a historic U.S.-Japan intervention to support the yen to oil's sharp reaction to renewed tensions surrounding the Strait of Hormuz, they explain what the latest global developments could mean for investors. They also earnings results and the impact of the new Fed chair. Plus, avoiding costly rollover mistakes and avoiding "money guilt"

Annex Wealth Management Show | 08/06/26

Money Talk - The Annex Wealth Management Show | (Sunday) 08/02/26

For our Week in Review, Dave Spano and Dr. Brian Jacobsen will break down a rate pause from the Fed, AI producing both big winners and notable losers, and consumers continue to send mixed signals about the economy. They'll also discuss oil prices and earnings season results. Microsoft and Amazon proved AI spending can pay off, while Meta and Apple reminded investors that growth still has to meet expectations. Plus, segments on smarter money habits and when retirement planning should actually start.

Annex Wealth Management Show | 07/30/26

Money Talk - The Annex Wealth Management Show | (Sunday) 07/26/26

This week, CEO Dave Spano and Dr. Brian Jacobsen discuss the market impact of renewed Middle East tensions, including rising oil prices and concerns over key shipping routes such as the Strait of Hormuz and the Red Sea. They examine how higher energy costs are influencing inflation expectations, bond yields, mortgage rates, and Federal Reserve policy. Later on, the team discusses the renewed focus on tariffs and their potential impact on inflation, explains recent changes in U.S. tariff policy, and explores the possibility of additional tariffs related to excess industrial capacity in countries such as China.

Annex Wealth Management Show | 07/23/26