Advertise on podcast: Money Talk: The Annex Wealth Management Show - Milwaukee

This week, semiconductor stocks helped lead the market lower as investors navigated a fresh wave of geopolitical and economic uncertainty. Oil prices surged amid escalating tensions involving Iran, growing concerns over the Strait of Hormuz, and reports of potential U.S.-Israel military planning, while developments in Ukraine-Russia peace talks offered a measure of optimism. Meanwhile, mixed U.S. economic data, rising Treasury market volatility, and shifting expectations for Federal Reserve policy fueled a risk-off environment that weighed on technology shares and investor sentiment. Dave Spano and Dr. Brian Jacobsen break down what these global developments could mean for investors.  Plus, segments on smarter money habits heading into retirement and a major dispute with a celebrity estate.

Inflation is heating up again, with rising gas prices pushing the latest inflation readings above expectations while signs of a slower economy begin to surface. CEO Dave Spano and Dr. Brian Jacobsen break down what the latest data, market reaction, and global economic risks mean for investors, including concerns about mounting fiscal pressures overseas. Plus, practical insights on contribution strategies and how direct indexing can help investors personalize their portfolios.

As markets flirted with record highs before stumbling on renewed inflation and oil price concerns, Dave Spano and Dr. Brian Jacobsen break down the week's biggest economic and market-moving developments. They discuss the AI trade's sudden wobble, crude oil's march toward $100 a barrel, rising consumer inflation expectations, and what the latest Fed minutes signal about the path of interest rates. Plus, they examine Treasury market trends, surging bond yields, and what it all means for investors navigating an increasingly uncertain landscape.  We also discuss life insurance planning and how to decide who gets listed as the taxpayer in a marriage.

Dave Spano and Dr. Brian Jacobsen break down a third quarter that looked strong on paper but told a very different story underneath. From the narrowing market rally and shifting AI narrative to rising Treasury yields, renewed Fed tightening, and persistent geopolitical uncertainty, they separate the headlines from the fundamentals. They also explore why corporate profits and the labor market remain remarkably resilient even as consumer confidence continues to lag. Plus, Marti Wronski, Chief Operating Officer of the Milwaukee Brewers, joins the show to share her leadership journey and what it takes to help run a Major League Baseball organization.  Also, when a co-worker retires, what are they planning and how did they get there financially?

Stocks surged on AI enthusiasm, Treasury yields climbed to levels not seen since before the financial crisis, and oil volatility reignited fears that inflation could stick around longer than expected. Dave Spano and Dr. Brian Jacobsen discuss the current state of tariffs, the Fed, energy markets, and the economic forces shaping the weeks ahead.  Plus, using the new Trump accounts and how the high-net worth look at spending money later in life.

CEO Dave Spano and Dr. Brian Jacobsen unpack the Fed’s latest rate hike, explain why inflation still isn’t passing the sniff test, and discuss what rising long-term interest rates mean for investors. They break down surprisingly strong U.S. economic data, from hot retail sales to business spending, while contrasting it with China’s ongoing economic struggles. The conversation also explores how oil market disruptions, global geopolitics, and policy uncertainty could shape markets in the months ahead.  Plus, segments on entering the 'Retirement Red Zone' and how the younger generation is looking at investing.

Dave Spano and Dr. Brian Jacobsen discuss trade tensions between the U.S. and Canada are heating up, with new tariffs and import bans threatening supply chains and businesses on both sides of the border. Meanwhile, escalating conflict in the Middle East is driving oil prices higher and raising fresh inflation concerns. We break down what it could mean for consumers, investors, and the Federal Reserve.  Plus, retirement age milestones and how to deal with the upcoming "Silver Tsunami".

Mark Beck and Dr. Brian Jacobsen break down a week that shook up Wall Street as investors dramatically shifted their expectations for the Federal Reserve following Chair Warsh's Jackson Hole comments, pushing Treasury yields to their highest levels in more than a year and sparking fresh debate about the path of interest rates. They also examine a labor market stuck in a "no-hire, no-fire" mode, rising oil prices tied to growing Middle East tensions, and what the Fed's latest Beige Book reveals about the AI boom's impact on the real economy. Plus, practical planning topics including how to make the most of your Health Savings Account and smart strategies for tackling student loan debt.

This week, Dave Spano and Dr. Brian Jacobsen unpack the biggest economic and market stories, including Fed Governor Kevin Warsh's closely watched Jackson Hole remarks and the implications for interest rates. They discuss stubborn inflation, signs of a slowing consumer, and why stronger-than-expected second quarter spending data paints a different picture than current sentiment. They also cover Treasury buybacks, falling oil prices, Nvidia's latest surge, and what it all means for investors.  Plus, we discuss the proposed Trump account regulations and how to approach retirement planning when your career goals and workplace direction no longer align.

Treasury Secretary Scott Bessent stepped into a bond market rattled by soaring long-term yields and a federal debt load that has now surpassed $40 trillion, but did his intervention solve anything or simply expose a bigger problem? This week, Dave Spano and Dr. Brian Jacobsen unpack the drama in the Treasury market, the Fed's increasingly hawkish stance, and what a weaker dollar, rising gold prices, and surging oil could mean for investors. Plus, they examine the growing divide in the consumer economy as Walmart stumbles, Target surges, and Wall Street searches for the next signal on the health of the U.S. economy.  We also discuss planning for the rising costs of healthcare and your first year of retirement.

Cooling inflation. Climbing markets. A consumer that may be starting to pull back. This week's economic data gave investors and policymakers plenty to think about. Dave Spano and Dr. Brian Jacobsen examine the latest inflation readings, softer retail sales, strengthening small-business confidence, and what all of it could mean for the Federal Reserve and the broader economy in the months ahead. This discussion is for informational purposes only and is not intended as investment advice.  Plus, segments on selling assets in retirement and is the 4% rule of withdrawal still a good strategy?

This week, Dave Spano and Dr. Brian Jacobsen break down a market landscape full of mixed signals. From a historic U.S.-Japan intervention to support the yen to oil's sharp reaction to renewed tensions surrounding the Strait of Hormuz, they explain what the latest global developments could mean for investors. They also earnings results and the impact of the new Fed chair.  Plus, avoiding costly rollover mistakes and avoiding "money guilt".

For our Week in Review, Dave Spano and Dr. Brian Jacobsen break down a rate pause from the Fed, AI producing both big winners and notable losers, and consumers continue to send mixed signals about the economy. They'll also discuss oil prices and earnings season results.  Microsoft and Amazon proved AI spending can pay off, while Meta and Apple reminded investors that growth still has to meet expectations. Plus, segments on smarter money habits and when retirement planning should actually start.

This week, CEO Dave Spano and Dr. Brian Jacobsen discuss the market impact of renewed Middle East tensions, including rising oil prices and concerns over key shipping routes such as the Strait of Hormuz and the Red Sea. They examine how higher energy costs are influencing inflation expectations, bond yields, mortgage rates, and Federal Reserve policy. Later on, the team discusses the renewed focus on tariffs and their potential impact on inflation, explains recent changes in U.S. tariff policy, and explores the possibility of additional tariffs related to excess industrial capacity in countries such as China.

This week, Dr. Brian Jacobsen breaks down the biggest takeaways from earnings season and what they could mean for investors in the months ahead. He’s joined by Director of Financial Planning Eric Strom for a discussion on the latest housing market trends and where mortgage rates may be headed.  Plus, we examine why more employed adult children are living at home and share key considerations for evaluating life insurance coverage so you can make confident, informed financial decisions.