Annex Wealth Management

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Chaîne • 5 émissions

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18 AVR.

Saturday, April 18th. What a Rally We Had!

This week, Dave Spano and Dr. Brian Jacobsen discuss the sudden halt of Kevin Warsh’s nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book full of uncertainty, and if the economy feels less like a recession. Special guest, and former Navy SEAL John Choate, joins the show and things he's seen overseas.

18 avr.

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34 min
-5 J

Geopolitical Anxiety

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

-5 j

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9 min
11 AVR.

Saturday, April 11th. Oh My, CPI!

This week, Dave Spano and Dr. Brian Jacobsen break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge. What is "Retirement Subtraction", and what are the strategies to guide you through it? Also, how can donor-advised funds help with your tax filing plan for next year?

11 avr.

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35 min
-6 J

Sunday, April 19th. A 35-Year Positive!

This week, Dave Spano and Dr. Brian Jacobsen break down the political crosscurrents driving market anxiety, from the abrupt pause of Kevin Warsh’s nomination hearing and a stunning regime change in Hungary to stalled U.S.–Iran talks and the ongoing issues with the Strait of Hormuz. They connect the dots to an economy showing strain: softer housing data, rattled small businesses, cautious hiring, rising input costs, and a Beige Book dominated by uncertainty. The picture isn’t quite recessionary, but it’s far from healthy. Plus, former Navy SEAL John Choate joins the show to share firsthand perspectives from overseas and how geopolitics looks when you’ve seen it up close.

-6 j

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55 min
13 AVR.

Oil and AI. What to Watch.

Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

13 avr.

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12 min
12 AVR.

Sunday, April 12th. Where Income Taxes Hit the Hardest

This week, Dave Spano and Dr. Brian Jacobsen unpack where income taxes really hit hardest, why nearly a third of Americans owe nothing in federal income tax, and how mandatory spending has quietly taken over the budget. They also look at the fragile U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge. Plus, investing in the world of AI, and should you ever pause your 401(k) contributions?

12 avr.

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55 min
4 AVR.

Saturday, April 4th. How Oil Prices Affect the Economy

This week, Dave Spano and Dr. Brian Jacobsen unpack President Trump’s calls for the U.S. to step back from policing Middle East energy security, his push to exit the Iran conflict after taking away its nuclear and military capabilities, and Tehran’s demand for guarantees to prevent future aggression. We explore why oil price shocks hurt the economy far less than they used to, how U.S. energy efficiency has transformed since the Gulf War era, and why the Fed is content to “wait and see” rather than react to short‑term supply disruptions. Plus, a timely Labor Department proposal that could open 401(k) plans to private equity, private credit, crypto, and other alternatives, offering clearer fiduciary cover for plan managers. Also, segments on direct indexing and plans for rich retirees.

4 avr.

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34 min
28 MARS

Saturday, March 28th. Energy Turmoil Meets Global Uncertainty.

For the Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a busy week where energy markets once again broke the rules, with negative prices in parts of the US echoing the shock of April 2020 and showing how oil profits can help offset losses in gas. They also take a look at fast moving global developments, from sudden shifts in US Iran dynamics to Turkey considering sales of its gold reserves to support its currency. Plus, practical conversations on smart ways to put a bigger tax refund to work and how to plan ahead for the rising costs of weddings.

28 mars

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34 min
7 MARS

Saturday, March 7th. Iran, A Gold Rally and Jobs Plumet.

For our Week in Review, Dave Spano and Brian Jacobsen look at why classic diversification struggled as stocks, bonds, and even gold moved together, and why holding cash with a real plan may matter more than ever. We talk about the rise in hardship withdrawals from retirement accounts and what that reveals about financial stress across the country. We also break down major global tensions, shifting oil flows, and the latest economic data that is shaping markets. Plus, segments on navigating financial conversations with family and how to leverage your health as your greatest wealth.

7 mars

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34 min
21 FÉVR.

Saturday, February 21st. Amazon vs. Walmart

For our Week in Review, Dave Spano and Brian Jacobsen break down whether the latest Fed minutes truly put another rate hike back on the table, all while markets juggle rising geopolitical tension with Iran and attention on Japan’s massive U.S. investment commitments. They’ll dig into the data, from falling jobless claims and a widening trade deficit to signs of a manufacturing rebound, as well as what demographic shifts mean for companies like Molson Coors and Harley-Davidson. Plus, they explore the growing turf war between Amazon and Walmart and what it signals for consumers and investors alike. Other segments include tax moves before the deadline, and a new $6,000 deduction for seniors.

21 févr.

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34 min

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

Meilleures émissions

Saturday, April 18th. What a Rally We Had!

Geopolitical Anxiety

Saturday, April 11th. Oh My, CPI!

Sunday, April 19th. A 35-Year Positive!

Oil and AI. What to Watch.

Sunday, April 12th. Where Income Taxes Hit the Hardest

Saturday, April 4th. How Oil Prices Affect the Economy

Saturday, March 28th. Energy Turmoil Meets Global Uncertainty.

Saturday, March 7th. Iran, A Gold Rally and Jobs Plumet.

Saturday, February 21st. Amazon vs. Walmart

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