Despite challenging weather, the economy could gain momentum once the tariff "deadline" passes, with the One Big Beautiful Bill’s tax incentives spurring investment and growth. Join Brian Jacobsen for our Week-in-Review. Plus, meet the newest member of the Annex Private Client team, explore six key benefits of trusts, learn how Annex supports clien…

Recent data indicate the U.S. economy is gaining stronger footing than anticipated. Industrial production increased by 0.3% in June, surpassing expectations, and retail sales rebounded with a 0.6% rise. Join Brian Jacobsen for our Week-in-Review. Also on the show, we introduce the newest member of the Annex Private Client team and share tips to add…

Hosted by Brian Jacobsen, Chief Economist.Annex Wealth Management

The NFIB Small Business Optimism Index dipped slightly in July, with "taxes" emerging as the top concern for small businesses—though recent policy changes may ease this burden. Plus, the NY Fed’s June survey reveals year-ahead inflation expectations have cooled to 3%. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our po…

One Big Beautiful Bill 2025 provisions like business incentives, no taxes on tips or overtime, bigger deductions, and child tax credits could have immediate impact. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover myths about taxes as well as a discuss proper planning for Passion Assets like cars, art, and wine.…

Hosted by Jason Cooper, Director of Equity ResearchAnnex Wealth Management

Economists anticipated a slowdown in job growth due to uncertainties surrounding trade and fiscal policies, but the data tells a different story. Brian Jacobsen shares insights in our Week-in-Review. This episode also covers key topics, including the steps to selling a business, the role of a Certified Divorce Financial Analyst at Annex, strategies…

In June, hiring surpassed expectations with 147,000 new jobs added. What does this mean for the Federal Reserve's next decision? Brian Jacobsen breaks it down in our Week-in-Review. Plus, learn how to plan for receiving an inheritance. Also, one of our Estate Planning attorneys shares key insights on transferring a family vacation property to the n…

Hosted by Matt Morzy, Director of Research.Annex Wealth Management

The Fed initially suggested that tariffs would gradually raise prices while slowing growth more gradually. However, recent trends show growth declining faster than inflation is rising. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss this shift and other key topics. The episode also concludes our Financial Jargon series, explores the 4%…

Will U.S. strikes on Iran's uranium enrichment sites bring Iran back to the negotiating table? Markets have reacted positively. Join Dave Spano and Brian Jacobsen for our Week-in-Review. We’ll also conclude our Investment Jargon series and explore the connection between better health and avoiding tax surprises.…

Hosted by Jason Cooper, Director of Equity ResearchAnnex Wealth Management

Recent data, including negative first-quarter GDP growth, rising initial jobless claims, and declining consumer inflation, suggests a case for a rate cut rather than a pause. However, the Federal Reserve opted to pause. Dave Spano and Brian Jacobsen discuss this in our Week-in-Review. Also on the show, learn how Annex tailors investment and retirem…

Will the U.S. get involved in the Israel-Iran conflict? Russia's Dmitriev suggests that Russia, the U.S., and Saudi Arabia may collaborate to stabilize oil markets amid rising prices. In this week's show, Dave Spano and Brian Jacobsen present the Week-in-Review. Additionally, we begin a two-part series on decoding financial jargon. Also, what are t…

Hosted by Derek Felske, Chief Investment Officer.Annex Wealth Management

On Friday morning, news of Israel's strike on Iran greeted most, heightening investor concerns. In line with historical trends, bond yields have dropped, oil prices have climbed, and stock markets have faced declines. In this Week-in-Review, Dave Spano and Brian Jacobsen share their perspectives. The program also delves into the rising trend of "gr…

The ongoing tensions between Israel and Iran are weighing on investors' minds. Consistent with historical patterns, bond yields have declined, oil prices have surged, and stock markets have experienced declines. In the Week-in-Review, Dave Spano and Brian Jacobsen provide their insights. Additionally, the program explores the concerning rise of "gr…

Hosted by Brian Jacobsen, Chief Economist.Annex Wealth Management

The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown in Q1 2024. Uncertainty is driving caution among businesses and consumers, impacting growth. Brian Jacobsen discusses this in our Week-in-Review, alongside topics like common financial mistak…

The Beige Book highlights economic slowdown and a cooling services sector, though the employment situation report remains relatively stable. In the defensives versus cyclicals debate, recent updates from Campbell's, Dollar General, Dollar Tree, Kimberly-Clark, and Procter & Gamble provide valuable insights. Brian Jacobsen shares our Week-in-Review.…

Hosted by Derek Felske, Chief Investment Officer.Annex Wealth Management

In this episode, hosts Dave Spano and Brian Jacobsen break down the Week-in-Review. Consumer confidence rebounded in May, boosted by lower tariffs on China, which lifted expectations after hitting a five-year low in April. Despite fluctuating emotions, consumer spending remains steady, supported by stable employment as initial unemployment claims r…

On today's Week-in-Review, hosts Dave Spano and Brian Jacobsen explore the recent market reactions to court rulings on tariffs, likening them to a "Red Light, Green Light" game. Markets surged Wednesday when tariffs were paused and continued to rally Thursday when they were upheld. The episode also delves into equity compensation and provides an ov…

Hosted by Ken Bellinger, Research Analyst.Annex Wealth Management

Different companies adopt varied strategies in response to tariffs, showcasing the strength of capitalism. However, investors face the challenge that companies absorbing tariff costs may see reduced earnings. In our Week-in-Review, Dave Spano and Brian Jacobsen explore this and other key topics. Separately, we examine why more individuals are optin…

On April 9th, the pause on high reciprocal tariffs, followed by a reduction in tariffs on Chinese goods from 145% to 30%, sparked a surge in shipping activity. This creates a prime opportunity for businesses and households to acquire goods at lower costs. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss key insights. Also on the show, w…

Hosted by Matt Morzy, Director of Research.Annex Wealth Management

Q1 earnings season is in full swing, with S&P 500 earnings growth surpassing expectations, rising 13.4% year-over-year against the Street’s forecast of 7.0%, as Dave Spano and Brian Jacobsen explore in our Week-in-Review. Curious if Annex is right for you, how to avoid retirement disappointment, or what stages lie beyond go-go, slow-go, and no-go? …

This week, a 90-day U.S.-China trade deal truce boosted stock markets and eased recession fears, but small businesses remained pessimistic as shown by the NFIB index, while retail sales and industrial production data were mixed. Despite stable CPI and declining PPI, Walmart’s warning about potential price increases due to tariffs highlighted ongoin…

Hosted by Jason Cooper, Director of Equity Research.Annex Wealth Management

While a UK deal progresses, trade tensions with China take center stage as Treasury Secretary Scott Bessent heads to Switzerland this weekend for early talks. We continue Spring Cleaning with Part Two of our Investment series, exploring key questions. Also on the show: What should you do with unused education funds like 529s? Are you prepared to av…

The UK and US strengthen ties, but China's exports to the US have sharply declined. Could this weekend's Switzerland talks pave the way for a resolution? Meanwhile, the Federal Reserve holds interest rates steady, despite the President's frustration. Brian Jacobsen shares our Week-in-Review, and we continue Spring Cleaning with part two of our inve…

Host by Brian Jacobsen, Chief Economist.Annex Wealth Management

The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, translating to a modest quarterly decline of about 0.07%—essentially flat. Meanwhile, Friday's jobs report surpassed expectations. What does this mean for the markets? Join Dave Spano and Brian Jacobsen for the Week-in-Review. Plus, it’s time for spring cleaning …

GDP declined due to surging imports. Consumer Confidence hit COVID-era lows. ISM Manufacturing and new export orders dropped sharply. Dave Spano and Brian Jacobsen discuss these trends in the Week-in-Review. Our Spring-Cleaning theme focuses on pruning your investment portfolio, while Ask Annex addresses a bond-related question.…

Annex Wealth Management

Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve’s Beige Book raised concerns about an economic slowdown, but S&P Global PMIs held steady, though not stellar. Brian Jacobsen breaks it down in our Week-in-Review. We also dive into how A…

Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client m…

Hosted by Ken Bellinger, Research Analyst.Annex Wealth Management

U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs on other goods. But is this boom a fleeting high? Join Dave Spano and Brian Jacobsen for our Week-in-Review as they unpack what’s next for the economy. Plus, we’re diving into retirement pla…

Is Q2 GDP growth masking a Q3 slowdown? Dave Spano and Brian Jacobsen break it down in our Week-in-Review, exploring how early boosts could fade without trade policy changes. Curious about true financial planning? Mike Kirk reveals what it is—and what it isn’t. Plus, Ask Annex returns with practical tips on planning for a longer retirement.…

Hosted by Jason Cooper, Director of Equity Research.Annex Wealth Management

It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about strategies for business owners who are asset rich/cash poor. What is Warren Buffet's estate planning philosophy? Should you list…

Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset rich, yet cash poor leads to challenges. Learn more how Annex Private Client is equipped to assist.Annex Wealth Management

Hosted by Dr. Brian Jacobsen, Chief EconomistAnnex Wealth Management

In investing, enduring volatility is simply the price of admission for long-term gains. Last week was about buckling up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about our Financial Literacy Month series of webinars, planning for medical professionals, prenuptial agreements and more.…

Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt like an operation performed without anesthesia. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about our series of Financial Literacy Month webinars and Ask Annex returns with a q…

Hosted by Matt Morzy, Director of Research.Annex Wealth Management

Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover behavioral finance during times of volatility, estate planning roles, and the 4 types of retirees.Annex Wealth Management

With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors.…