Hosted by Matt Morzy, Director of Research.Von 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.Von 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.…

Hosted by Brian Jacobsen, Chief EconomistVon Annex Wealth Management

Fed projections had a faint aroma of stagflation. What's that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Cash Balance Plans, how Annex clients stay sharp in retirement, and why automatic 401k enrollment might be leading to less-than-desirable decisions.…

The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance Plans and why are they so powerful for the right company situation? Tom Parks from our Retirement Plan Services team outlines why auto enrollment in 401ks are leading to the slippery slope of employees usi…

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

Big change takes big tools. You can't cut through a thicket with a scalpel. Brian Jacobsen presents our Week-in-Review. We'll look at volatility from a historic standpoint along with an examination of emotional reaction when markets slide.Von Annex Wealth Management

Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on volatility this week: historically, psychologically, and via the lens of our recent Navigating the Market presentations.Von Annex Wealth Management

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

Uncertainty does not have to resolve in a bad way. It often resolves positively. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about investment diversification, 6 things you might NOT want to inherit, Annex Private Client and more.Von Annex Wealth Management

Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover investing diversification and Ask Annex has a question about short selling.Von Annex Wealth Management

Hosted by Dr. Brian Jacobsen, Chief Economist Annex Wealth Management.Von Annex Wealth Management

Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how they fit in an estate plan. What is a HENRY and how can Annex help them? Is the 4% rule a viable retirement calculator? And how can grandparents plan to…

Consumer confidence in February fell 7 points, the biggest drop since August 2021. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle them with a well-constructed estate plan.Von Annex Wealth Management

Hosted by Jason Cooper, Director of Equity Research, and Ken Bellinger, Research Analyst.Von Annex Wealth Management

Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses will be successful. Good luck with that. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about transferring ownership of the family cottage, the Annex portfolio review, how we plan f…

Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Review. If you've got a family cabin/cottage/camp/hideaway, what is the best way to pass it to the next generation? High five for 401ks; participation has n…

Joined by Derek Felske, Chief Investment Officer.Von Annex Wealth Management

Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.…

25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning.Von Annex Wealth Management

ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.Von Annex Wealth Management

It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millionaire myths (that aren't true).Von Annex Wealth Management

Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids with money ' event on the 20th.Von Annex Wealth Management

The other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat.Von Annex Wealth Management

Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover the Great Baby Boomer Wealth Transfer, insurance coverage (like, how much do you really need?), the role of a Certified Divorce Analyst …

The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses. Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and rec…

So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat.Von Annex Wealth Management

If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in reti…

High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing? Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team.Von Annex Wealth Management

Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat.Von Annex Wealth Management

The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. Learn more about Key Person Insurance, planning for Generation X, Annex for Business, and the ramifications of inheriting money.Von Annex Wealth Management

S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and why do even small companies need to consider it? Ask Annex looks at chasing returns and the viability of cryptocurrency.…

Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline.Von Annex Wealth Management

A good jobs number led to a down day Friday. Dave Spano and Brian Jacobsen dissect the news as they present our Week-in-Review. Learn more about Roth conversions, questions requiring a 'yes' answer on the way to retirement, and explanation of some common investing terms with Todd Voit, Chief Investment Strategist at Annex.…

The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters.Von Annex Wealth Management

Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.Von Annex Wealth Management

The big question for 2025 will be whether inflation continues to slow or if it reaccelerates. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover distribution planning, lifestyle creep, and what's changing for saving and investing in 2025.Von Annex Wealth Management

A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023. Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan.Von Annex Wealth Management

2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat.Von Annex Wealth Management

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.Von Annex Wealth Management

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.Von Annex Wealth Management

The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.Von Annex Wealth Management

The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed's announcements. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about 'finfluencers' and if they're worth listening to. Gen X is approaching retirement, what's the latest on thei…

When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week, what's a Finfluencer and should you listen to them?Von Annex Wealth Management

Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?Von Annex Wealth Management

OPEC cut oil demand growth forecasts for this year and next while Biden is considering stepped up sanctions against Russian oil. What's this mean for markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about business succession planning, the stellar Client Service Manager team, and why one bad presentation shouldn't sour y…

Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch.…

The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations.Von Annex Wealth Management

Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll dive into Warren Buffett's philosophy on WHAT to share about an estate plan, how things aren't entirely terrible for Gen X, how to avoid letdown in retirement, and questions to ask to see if you're a…