Money Talk

620 WTMJ
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Annex Wealth Management's Dave Spano provides investment advice and expertise on money management.

  1. -3 дн.

    Money Talk 7-25-26

    Saturday, July 25th. Tariff Talk is Back. 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.

  2. 18 июл.

    Money Talk 7-18-26

    Saturday, July 18th. What’s Next for Markets and Mortgage Rates? This week, Dr. Brian Jacobsen breaks down the key themes emerging from earnings season and what they could mean for investors. He’s joined by Director of Financial Planning Eric Strom to discuss the housing market and mortgage rates. Plus, we explore the growing number of employed adult children living with their parents and provide practical guidance for evaluating life insurance policies so you can make more informed financial decisions.

  3. 11 июл.

    Money Talk 7-11-26

    Saturday, July 11th. AI Winners, Energy Losers, and the Fed Reset This week, Dave Spano and Dr. Brian Jacobsen break down a U.S. economy that's cooling from a sprint to a sustainable jog, examine what the latest labor data, IMF forecasts, and AI-driven growth trends mean for investors, and explore the widening gap between the global winners and losers of the next economic cycle. Plus, we unpack the Federal Reserve's emerging policy playbook and why a new generation of Fed leadership could fundamentally change how markets interpret interest-rate decisions. Also, segments on the new Trump accounts and retirement confidence being low.

  4. 4 июл.

    Money Talk 7-4-26

    Saturday, July 4th. The Economy Turns 250 and the June Job Numbers For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss earnings, the jobs numbers from June and what you should keep an eye on now that we're in the second half of the year. America is turning 250, so we take a look at the people, innovations, and economic turning points that transformed a young nation into the world's largest economy. We also discuss how to simplify and manage multiple investment accounts, break down the often-misunderstood rules surrounding Roth conversions, and share practical financial planning tips for families preparing to help pay for a wedding. History, investing, and real-world financial decisions, all in one conversation.

  5. 27 июн.

    Money Talk 6-27-26

    Money Talk

  6. 20 июн.

    Money Talk 6-20-26

    Saturday, June 20th. Warsh’s Fed, Trump’s Deal, and the Great Consumer Squeeze. For our "Week in Review", Dave Spano and Dr. Brian Jacobsen break down Kevin Warsh’s debut at the Fed, a unanimous decision, new internal task forces, and a leadership style that invites open disagreement. We then turn to Trump’s surprise Iran memorandum, a move that’s already easing energy market fears but raises major political and funding questions that could shape global stability and defense supply chains. Finally, we connect the dots between rising inflation, shifting consumer behavior, and a reopening IPO window led by SpaceX, as falling energy prices could reset the economic narrative heading into the second half of the year.

  7. 13 июн.

    Money Talk 6-13-26

    Saturday, June 13th. Inflation, Iran & IPOs: Interpreting the Market’s Mixed Signals This week, Dave Spano and Dr. Brian Jacobsen unpack a mix of political tension, highlighted by developments in Iran, and a wave of fresh economic data shaping the market outlook. Inflation remains elevated, consumer sentiment is softening, and small business optimism is slipping, even as housing and trade show pockets of strength. We also explore what rising IPO activity, from AI leaders like OpenAI to more traditional brands, may signal about where investors are placing their bets next. Plus, segments on deciding who should be the taxpayer if you're married and why people are raiding their 401(k) accounts.

  8. 6 июн.

    Money Talk 6-6-26

    Title: SpaceX and Jobs Take Center Stage In this Week in Review, Dave Spano and Dr. Brian Jacobsen dig into SpaceX’s headline-grabbing IPO—and why the bigger story may be its bold (and unproven) AI ambitions. They also explore the intensifying AI arms race, from trillion-dollar valuations to Nvidia’s push into everyday tech, and what it means when even standout earnings fail to impress. Plus, a look at shifting tariffs and a two-speed economy, where strong manufacturing momentum meets growing uncertainty beneath the surface. Also, a segment on structuring student loan plans.

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Annex Wealth Management's Dave Spano provides investment advice and expertise on money management.

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  • Автор
    620 WTMJ
  • Годы выхода
    2023 - 2026
  • Выпуски
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    Без ненормативной лексики
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    © 2023, Good Karma Brands, LLC
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