Annex Wealth Management

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Канал • Подкастов: 5

Инвестиции

Инвестиции

Еженедельно
Инвестиции

Инвестиции

Еженедельно
Инвестиции

Инвестиции

Еженедельно
Инвестиции

Инвестиции

Еженедельно
Инвестиции

Инвестиции

Еженедельно

-6 ДН.

Saturday, February 14th. Housing Shortage Pressures Keep Growing

For our Week in Review, Dave Spano and Brian Jacobsen unpack Japan’s political shake‑up, where a landslide election win is clearing the way for food‑tax cuts and potential changes to the nation’s post‑war constitution. They turn to the U.S. next, tackling rising economic pressures, from a growing federal deficit and tariff‑driven price hikes to a housing market still millions of homes short. Finally, they sift through the latest data and corporate earnings to reveal what’s really happening on the ground as consumers pull back, mortgage stress creeps up, and businesses split between AI‑powered momentum and tariff‑strained margins. Plus, two bonus segments: AI investing strategies for high‑net‑worth portfolios and key tax moves ahead of the 2025 deadline.

-6 дн.

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35 мин.
-4 ДН.

AI Shockwaves Reshape Market Winners Again

The Annex Wealth Management SWOT Podcast

-4 дн.

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9 мин.
7 ФЕВР.

Saturday, February 7th. Politics Disrupt Data, Markets React

It was a whirlwind week in politics and economics, from shutdown fallout and delayed labor data to a surprise rebound in U.S. manufacturing. In our Week in Review, Dave Spano and Brian Jacobsen break down major Trump-era developments, including a proposed minerals stockpile, a pathway‑to‑ownership housing plan, and an India trade deal shaped by energy and geopolitics. We also cover Fed leadership changes, rising tensions with Iran, what it all means for markets and workers, and a timely segment on charitable giving with Maggie Tate-Techtmann, Executive Director at HAWS.

7 февр.

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35 мин.
-5 ДН.

Sunday, February 15th. Tariff Costs Hit Businesses Hard

In our Week in Review, Dave Spano and Brian Jacobsen break down Japan’s political shake‑up, where a landslide win has opened the door to food‑tax cuts and even possible changes to the country’s post‑war constitution. We look at America’s growing economic pressures, from a worsening federal deficit and tariffs hitting consumers to a housing market still millions of homes short. And we wrap with what the latest data and company reports tell us about the real economy, as consumers pull back, mortgage stress rises, and businesses split between tech‑driven strength and tariff‑driven strain. Plus, segments on AI investing for high-net worth portfolios and tax strategies for 2025's deadline.

-5 дн.

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56 мин.
9 ФЕВР.

Will Gold Keep Going?

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

9 февр.

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9 мин.
31 ЯНВ.

Saturday, January 31st. The Dollar Takes a Dive.

During our Week in Review, Dave Spano and Brian Jacobsen break down the new tariff threats from President Trump, a weaker U.S. dollar, and a landmark trade deal between the European Union and India. We also cover the Federal Reserve holding rates steady while signaling a mixed economic picture. On the data front, slowing job growth, plunging consumer confidence, and the weakest population growth since COVID point to rising uncertainty about the U.S. economy. Plus, segments on the new "Trump Accounts" and rolling over 401(k) plans.

31 янв.

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34 мин.
26 ЯНВ.

Software Sell-Off Can Lead To Compelling Investments

Hosted by Nick Hillstrom, Research Analyst.

26 янв.

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7 мин.
2 ФЕВР.

Selective Strength in an AI Market

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

2 февр.

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9 мин.
22.11.2025

Saturday, November 22nd. Costs Down, Questions Up.

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-of-year decisions for high-net-worth families looking to get organized before 2026.

22.11.2025

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34 мин.
27.12.2025

Saturday, December 27th. Money Guilt.

This week’s show takes a look back at 2025 and noted how the markets have broadened heading into 2026. We explore decisions high net worth people face, as well as considerations when selling assets. One team interview explores “money guilt” – the uncomfortable feeling of second-guessing spending decisions. We also interview Chellee Siewert from Capture Sports Management, who helps athletes and entertainers find their “why.” Finally, we take a look at what you might consider as you enter retirement: what are your first steps?

27.12.2025

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35 мин.

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

Популярные подкасты

Saturday, February 14th. Housing Shortage Pressures Keep Growing

AI Shockwaves Reshape Market Winners Again

Saturday, February 7th. Politics Disrupt Data, Markets React

Sunday, February 15th. Tariff Costs Hit Businesses Hard

Will Gold Keep Going?

Saturday, January 31st. The Dollar Takes a Dive.

Software Sell-Off Can Lead To Compelling Investments

Selective Strength in an AI Market

Saturday, November 22nd. Costs Down, Questions Up.

Saturday, December 27th. Money Guilt.

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Annex Wealth Management

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