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?Annex Wealth Management

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

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.Annex Wealth Management

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.…

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.…

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.Annex Wealth Management

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 sav…

The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their duffs and announced some stimulus measures. Dave Spano and Brian Jacobsen present our Week-in-Review. Annex Private Client is a powerful partner for entr…

Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society. Ask Annex return…

Fed is set to cut rates. Messaging will be more important than the magnitude of cuts. Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do they do it and how can Annex help your employees? Tom Parks of our Retirement Plan Services team explains how.…

At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll have an overview of our Investment Intel series---and link up with Fred Coleman and Matt Morzy for Ask Annex.…

Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light. Dave Spano and Brian Jacobsen present our Week-in-Review with the latest earnings of note. Learn more about next weekend's divorce presentation at our headquarters and we'll also profile our Investment Committee.…

The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you from planning retirement, and Ask Annex.Annex Wealth Management

Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree.…

A review of the rebound. Earnings to the rescue! Dave Spano and Brian Jacobsen present the week-in-review. Learn more about our upcoming Sandwich Generation presentation and Matt Morzy and Fred Coleman are back with Ask Annex.Annex Wealth Management

The bigger they are, the harder they fall. The Mag 7 is more like Meh. Dave Spano and Brian Jacobsen present our Week-in-Review. The last thing you want to do is get to the retirement phase of your life, only to be underwhelmed. We'll discuss ways to avoid letdown in retirement.Annex Wealth Management

GDP growth was good, not great, but it doesn't need to be. Dave Spano and Brian Jacobsen present the Week-in-Review. What are the 6 money lies we tell ourselves---and why is the 7th the most important?Annex Wealth Management

From our studio at the Pfister branch of Annex Wealth Management, we chatted with various newsmakers and opinion leaders like Milwaukee Mayor Cavalier Johnson, Ted Kellner, Rob Hutton, and Tulsi Gabbard.Annex Wealth Management

Small caps got a boost when inflation came in lower. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the Annex Experience while Ask Annex tackles a question about taking Social Security and plowing it back into the market.Annex Wealth Management

Happy 4th of July weekend! Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, what are 6 things you might not want to inherit? It's an interesting list with a couple of head scratchers.Annex Wealth Management

Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider when selling a business---and meet Jeff Pierce, the new president and COO of Annex Wealth Management (don't worry, Dave Spano isn't going anywhere).…

Who's on top for market cap? It depends on the day. MSFT and NVDA are duking it out. Much is pinned on growth since MSFT's earnings are almost twice Nvidia's. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Roth 401k's for 2024 and how some are using 72T's for penalty-free withdrawals from an IRA account and other specifi…

CPI May: headline was flat for the month. After three months of veering off-track, the disinflation bus is back on the road to 2%. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about the unique financial planning needs of medical professionals. Ask Annex covers a question about a new job with a not-so-great 401k.…

Live from North Hills Country Club, Dave Spano was joined by WTMJ's Greg Matzek and former Green Bay Packer Mason Crosby.Annex Wealth Management

Roaring Kitty or Grumpy Cat? The market seems grumpy about good data. Mainly because the data are mixed. Dave Spano and Brian Jacobsen present our Week-in-Review. Losing a spouse is tough but we've got useful advice on what to do in the first year of widowhood.Annex Wealth Management

Government COVID stimulus created a sugar high. We're coming down. Brian Jacobsen has our week-in-review. Learn more about the Annex Insurance Assessment, a powerful tool to spot strengths and weaknesses in your insurance coverage.Annex Wealth Management

It's NVIDIA's world, we just live in it. Dave Spano and Brian Jacobsen present our week-in-review which includes NVIDIA's blockbuster earnings. Learn more about the Annex 'experience' and two upcoming presentations in Milwaukee.Annex Wealth Management

The Dow points don't matter. Percentages do. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about the impact of divorce on retirement planning and details about a special workshop planned for June. We'll also have Ask Annex and our resident Marine will cover boot camp for financial and retirement planning.…

Bank of England is signaling a rate cut. So is Sweden. This matters, because currency moves matter. Dave Spano and Brian Jacobsen cover the Week-in-Review. What's the latest on potential for Social Security cutting benefits in 2035? Our planning team shares some thoughts. Ask Annex answers some questions and our retirement services department share…

The Fed is worried about financial stability--it is taking some pressure off the private sector to mop up all the government's debt. Dave Spano and Brian Jacobsen discuss the broader impact. Wills are great, but trusts might be better. Our estate planning attorney shares 6 benefits to setting up a trust. What happens during an Annex Wealth Manageme…

Earnings season in full swing, but future guidance is causing concern. Dave Spano and Brian Jacobsen review the week. Also on the show, now that taxes are filed, what should you do about tax PLANNING? Market volatility is back, what's the best way to deal with it?Annex Wealth Management

Things have been so quiet with markets consistently rising that we've forgotten what risk feels like. Dave Spano and Brian Jacobsen have our Week-in-Review. We'll hear more about financial and retirement planning for Generation X, hit the mailbag for Ask Annex, and get a preview of the upcoming Wisconsin Retirement Series webinar.…

It's a mini-bounce for inflation. Dave Spano and Brian Jacobsen cover the latest during our Week-in-Review. When's the best time to meet with Annex? Mark Beck tackles that. Learn more about the upcoming Elder Care and Pre Planning Final Arrangements panel discussion at our headquarters Thursday, April 18th.…

Mark Beck and Brian Jacobsen present our week-in-review. We'll cover the latest Fed speak and Friday's healthy jobs report. Can you trust social media for investing advice? What are the ramifications when inheriting money?Annex Wealth Management

Markets are like the kids in the backseat. The Fed sometimes acts like the parents, but not always. Dave Spano and Brian Jacobsen present our Week-in-Review. Is Annex the right fit for you? We've got 5 questions that might help. How does one analyze a 401k? Tom Parks of our Retirement Plan Services department has some insight.…

The Fed thinks inflation in January and February was a fluke. Dave Spano and Brian Jacobsen review the week. How can Annex Private Client partner with business owners and entrepreneurs? And what is the 'psychology of spending' in retirement?Annex Wealth Management

Just when the market and the Fed started seeing eye-to-eye, the Fed might change things up. Dave Spano and Brian Jacobsen review the week. With the market popping, 401k millionaires are back. How do they do it?Annex Wealth Management

Dave Spano and Brian Jacobsen review the week which included the latest jobs report. Does it offer any other clues as to the next action on rates by the Fed? We'll look deeper into the value of an advisor and share details on the Election Year Myths in-person and webinar presentations coming to the area.…

New highs for the big guys. Dave Spano and Dr. Brian Jacobsen present our Week-in-Review. Are there 4 phases of retirement? Mark Beck presents the case. How about sliding into retirement on a part-time basis? Suzy Lopez will go over the basics.Annex Wealth Management

Nvidia was the darling of the week, but there are plenty of other topics Dave Spano and Brian Jacobsen will cover during our week-in-review. We'll also cover remarriage and estate planning. Deanne Phillips stops by to preview an upcoming Saturday Divorce presentation for women.Annex Wealth Management

A hot CPI print threw cold water on the markets. It woke people up to the idea that the road to 2% inflation isn’t a smooth or a short one. Mark Beck and Brian Jacobsen review the week. Financial planning is a deep process; Mark Beck covers what is and what isn't proper planning.Annex Wealth Management

The Fed says March is too early for a cut. What's that mean for equities? Dave Spano and Brian Jacobsen review the week. The IRS is ramping up audits and has specific targets. Who are they focusing on and how can you eliminate red flags?Annex Wealth Management

Forget the groundhog seeing his shadow, how about that monster (and unexpected) HOT jobs number? Dave Spano and Brian Jacobsen dissect the week which included a LOT of key earnings reports. We'll also cover Lifestyle Creep, a bunch of great Ask Questions, and the sad (but true) climb in the divorce rate for those over 50.…

The end of rolling recessions is near--but be cautious. Dave Spano and Brian Jacobsen present the Week-in-Review. We also take a closer look at our Investment Committee; who are they, how does it work? With an election year comes plenty of myths. We'll have a preview of our upcoming presentations in Lake Country and Madison.…

The Fed is in no hurry to cut rates. Retail sales are strong, manufacturing rebounded slightly and inflation is a little warmer than desired. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about Spousal Social Security along with the ramifications of inheriting money.Annex Wealth Management

Earnings season kicked off and the labor market gradually slowing. Plus, we saw fresh CPI and PPI data this week. Dave Spano and Brian Jacobsen review the week. We'll also cover 5 things you'll encounter in your first 10 years of retirement as well as sharing details on an upcoming Passion Assets presentation.…

Early on, the S&P was down 1% during the Santa Claus rally period. Dave Spano and Brian Jacobsen dissect the first week of trading in 2024 PLUS the impact of a stronger-than-expected job number. Learn more about Annex for Business and why you need to manage expectations with your 401k.Annex Wealth Management

Dave Spano and Brian Jacobsen review a very eventful year. Plus, we share our most popular segment of 2023.Annex Wealth Management

Fed officials were out in force to tame expectations of rate cuts. It didn’t work. Dave Spano and Brian Jacobsen review the week. We get at the age old question 'how much insurance do you need?'. What are the dangers of investing advice via social media? We'll cover that.Annex Wealth Management

The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? We'll explain. Ask Annex tackles Roth RMD's, the 4% rule, and defines a value trap. When clients have large positions in company stock, Net Unrealized …