Annex Wealth Management

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1 NGÀY TRƯỚC

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.

1 ngày trước

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34 phút
14 THG 2

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.

14 thg 2

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35 phút
6 NGÀY TRƯỚC

AI Shockwaves Reshape Market Winners Again

The Annex Wealth Management SWOT Podcast

6 ngày trước

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9 phút
15 THG 2

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.

15 thg 2

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56 phút
7 THG 2

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 thg 2

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35 phút
9 THG 2

Will Gold Keep Going?

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

9 thg 2

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9 phút
31 THG 1

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 thg 1

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34 phút
26 THG 1

Software Sell-Off Can Lead To Compelling Investments

Hosted by Nick Hillstrom, Research Analyst.

26 thg 1

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7 phút
2 THG 2

Selective Strength in an AI Market

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

2 thg 2

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9 phút
10 THG 1

Saturday, January 10th. AI’s Impact on Young Worker Jobs.

The Santa Rally skipped town this year, but the January Effect is making waves, especially for small caps. Markets are buzzing after U.S. forces captured Venezuela’s president Maduro, fueling bold oil ambitions despite steep challenges. Plus, trade tensions and tariff twists continue, and younger workers being affected by AI-exposed occupations. Dave Spano and Brian Jacobsen break it all down in this Week in Review, along with segments on key milestone ages for retirement planning and avoiding online scams.

10 thg 1

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34 phút

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

Top Chương Trình

Saturday, February 21st. Amazon vs. Walmart

Saturday, February 14th. Housing Shortage Pressures Keep Growing

AI Shockwaves Reshape Market Winners Again

Sunday, February 15th. Tariff Costs Hit Businesses Hard

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

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, January 10th. AI’s Impact on Young Worker Jobs.

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Annex Wealth Management

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