Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our Week-in-Review. Learn more about our Investment Intel webinar, dealing with volatility, and the ramifications of inheriting money.Oleh Annex Wealth Management

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.…

Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast.Oleh Annex Wealth Management

Is Big Tech not as big of a deal as everyone feared? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also profile the Annex Investment Committee, Annex for Business, and how remarriage affects estate planning. Branch Director/Wealth Manager Robert Chastain covers tips to get on the same page with a spouse for retirement planning.…

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.…

There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.Oleh Annex Wealth Management

The Fed has three mandates (not two): full employment, stable prices, and moderate long-term interest rates. CEO Dave Spano and Chief Economist Brian Jacobsen discuss.Oleh Annex Wealth Management

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.Oleh Annex Wealth Management

Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error.Oleh Annex Wealth Management

Retail sales looked good but might be superficial. We'll cover it during our Week-in-Review. How does Annex integrate with entrepreneurs and business owners? We'll cover that along with 5 questions to ask to see if we're a good fit for your planning needs.Oleh 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.…

Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.Oleh Annex Wealth Management

Fasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, the 4 phases of retirement, part-time retirement, and how to approach aging parents who might need additional planning assistance.Oleh Annex Wealth Management

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.Oleh Annex Wealth Management

Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news.Oleh Annex Wealth Management

Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts will be too little and too late. Dave Spano and Brian Jacobsen present the Week-in-Review. Ask Annex is back along with a solid segment about aging parents. Robert Chastain covers milestone birthdays th…

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.Oleh Annex Wealth Management

It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emotional rollercoaster. For a threat, we ask 'has the damage been done'?Oleh Annex Wealth Management

Companies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle for wealth transfer, and the role of a Certified Divorce Financial Analyst at 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?Oleh Annex Wealth Management

Strength: The Fed's tone is changing Weakness: Tech wreck Opportunity: Ride the rotation Threat: Snowballing negative sentimentOleh Annex Wealth Management

Call it the Trump trade, small caps over large, value over growth. Learn more about the great Boomer Wealth Transfer, the silver lining of delayed retirement, prenups---and a few interviews from this past week's Republican National Convention.Oleh 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.Oleh Annex Wealth Management

Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.Oleh Annex Wealth Management

A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.Oleh 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.Oleh Annex Wealth Management

Modest progress toward inflation targets for strength but weakness with cracks in the credit armor. Opportunity exists with cheap protection but economic roadburn and politics are weaknesses.Oleh Annex Wealth Management

What matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What are 6 things you might not want to inherit? We've got the list. Learn more about our Investment Committee, remarriage and estate planning, and what IS and ISN'T financial planning.…

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.Oleh Annex Wealth Management

Our strength is continued US exceptionalism while concentration risks in the economy present weakness. Opportunity exists by not extrapolating the downward trend in momentum towards something else while momentum crashes present a threat.Oleh Annex Wealth Management

Seeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4 types of retirees, what NOT to do when retirement planning, and a look at HENRY's (High Earners, Not Rich Yet). We'll also spend some time with Jeff Pierce, new p…

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).…

Nvidia (and chips) are strong while consumers are feeling pinched. There is opportunity with the acceleration of earnings but a threat remains if the Fed acts too little, too late.Oleh Annex Wealth Management

Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-tim…

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…

Back on track for inflation but lingering weakness in transportation names. Opportunity with quality growth (and AI has legs!) but complacency in the Magnificent Seven.Oleh Annex Wealth Management

Four members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover financial planning for medical professionals, business succession planning, and what you might encounter in the first 6 months of retirement.…

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.…

Interest and dividends are helping retirees but higher rates may eventually bite. There are opportunities in infrastructure and utilities with AI but geopolitical risk is coming back.Oleh Annex Wealth Management

Will growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about what to do in the first year of widowhood, why it's not a good idea to cash out a 401k, and how lifestyle creep is destructive.Oleh Annex Wealth Management

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

Strength: Average stock is better than the index. Weakness: Auction anxiety is back. Opportunity: Oversold interest rate sensitives are good for a trade. Weakness: Growth cools faster than inflation.Oleh Annex Wealth Management

Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.Oleh 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.Oleh Annex Wealth Management

NVIDIA is the coolest kid in the class but we're beginning to see a bifurcated economy. Opportunities exist by focusing on quality but a growth scare poses a threat.Oleh Annex Wealth Management

A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.Oleh 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.Oleh Annex Wealth Management

A 40,000 DOW is a strength while there are more cracks in the consumer's facade. Why sell in May when you can just stay? And a no-landing but turbulence ahead appears as a threat.Oleh Annex Wealth Management

CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.…