Annex Wealth Management

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Canal • 5 programas

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hace 1 día

Saturday, August 29th. Jackson Hole, Bond Market Volatility, and AI Momentum.

This week, Dave Spano and Dr. Brian Jacobsen unpack the biggest economic and market stories, including Fed Governor Kevin Warsh's closely watched Jackson Hole remarks and the implications for interest rates. They discuss stubborn inflation, signs of a slowing consumer, and why stronger-than-expected second quarter spending data paints a different picture than current sentiment. They also cover Treasury buybacks, falling oil prices, Nvidia's latest surge, and what it all means for investors. Plus, we discuss the proposed Trump account regulations and how to approach retirement planning when your career goals and workplace direction no longer align.
22 ago

Saturday, August 22nd. The Bond Market Revolt: Why Bessent Stepped In.

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.
hace 6 días

Monday, August 24th. The Lesson in Diversification.

Featuring Chief Investment Officer, Derek Felske.
15 ago

Saturday, August 15th. Cooler Inflation, Hotter Markets, Colder Consumers

Cooling inflation. Climbing markets. A consumer that may be starting to pull back. This week's economic data gave investors and policymakers plenty to think about. Dave Spano and Dr. Brian Jacobsen examine the latest inflation readings, softer retail sales, strengthening small-business confidence, and what all of it could mean for the Federal Reserve and the broader economy in the months ahead. This discussion is for informational purposes only and is not intended as investment advice. Plus, segments on selling assets in retirement and is the 4% rule of withdrawal still a good strategy?
23 ago

Sunday, August 23rd. $40 Trillion Problems: The Treasury Steps In.

Treasury Secretary Scott Bessent made a rare move to calm a bond market rattled by surging long-term interest rates and a national debt that has climbed past $40 trillion. But did the intervention steady the ship, or shine a spotlight on even deeper concerns facing investors? This week, Dave Spano and Dr. Brian Jacobsen break down the bond market drama, the Fed's tougher tone on inflation, rising oil prices, a weakening dollar, and what the growing gap between Walmart and Target says about the state of the American consumer. Plus, we discuss the new proposed benefit for Trump accounts with working parents and planner for the rising costs of health care next year.
17 ago

Monday, August 17th. Inflation Cools, But Prices Still Up.

Featuring Research Analyst, Jacob Johnson.
8 ago

Saturday, August 8th. Earnings Results and Moving Ahead with The Fed

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".
1 ago

Saturday, August 1st. The Fed Says Little, Markets Hear Plenty

For our Week in Review, Dave Spano and Dr. Brian Jacobsen 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.
10 ago

Monday, August 10th. Earnings Roundup.

Featuring Chief Economic Strategist, Dr. Brian Jacobsen.
25 jul

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.

Annex Wealth Management is a fee-only fiduciary RIA dedicated to education and information. We regularly produce informational programs, podcasts, and videos.

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Annex Wealth Management

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Saturday, August 29th. Jackson Hole, Bond Market Volatility, and AI Momentum.

Saturday, August 22nd. The Bond Market Revolt: Why Bessent Stepped In.

Monday, August 24th. The Lesson in Diversification.

Saturday, August 15th. Cooler Inflation, Hotter Markets, Colder Consumers

Sunday, August 23rd. $40 Trillion Problems: The Treasury Steps In.

Monday, August 17th. Inflation Cools, But Prices Still Up.

Saturday, August 8th. Earnings Results and Moving Ahead with The Fed

Saturday, August 1st. The Fed Says Little, Markets Hear Plenty

Monday, August 10th. Earnings Roundup.

Saturday, July 25th. Tariff Talk is Back.

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