Money Talk: The Annex Wealth Management Show - Milwaukee

Annex Wealth Management
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Money Talk: The Annex Wealth Management Show - Milwaukee

News, planning insight, and forward thought on the economy, markets, and wealth management.

  1. قبل يوم واحد

    Saturday, November 23rd. Trading one uncertainty for another

    Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains.

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  2. ١٤ جمادى الأولى

    Saturday, November 16th. Policy coming into focus.

    President-elect Trump is building out his cabinet while making day-one priorities clearer.  Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?

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  3. ٧ جمادى الأولى

    Saturday, November 9th. The post-election show.

    What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views.

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  4. ٣٠ ربيع الآخر

    Saturday, November 2nd. Bad, but distorted.

    An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review.  HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities.

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  5. ٢٣ ربيع الآخر

    Saturday, October 26th. The Beige Flag.

    The latest Beige Book dropped.  On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.

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  6. ١٦ ربيع الآخر

    Saturday, October 19th. Defying gravity.

    Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output.  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex.

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  7. ٩ ربيع الآخر

    Saturday, October 12th. How to herd cats. Let's talk about those Fed Minutes

    FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25.  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Women & Wealth presentation: Avoiding Fraud & Financial Exploitation.

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  8. ٢ ربيع الآخر

    Saturday, October 5th. About those job numbers.....

    Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Parks makes a case for upgrading 401k plans with help from Annex. Ask Annex tackles a question from the grandmother of a brand-new US Marine regarding saving and investing. To help, we call in Kent Halleen, a member of Annex Private Client who spent 12 years in the Corps.

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News, planning insight, and forward thought on the economy, markets, and wealth management.

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