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?

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?

Dave Spano&nbsp;and&nbsp;Dr. Brian Jacobsen&nbsp;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,&nbsp;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.&nbsp; Also, when a co-worker retires, what are they planning and how did they get there financially?

Money Talk - The Annex Wealth Management Show | (Sunday) 10/04/26

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.<br />

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.

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.&nbsp; Plus, using the new Trump accounts and how the high-net worth look at spending money later in life.<br>

Money Talk - The Annex Wealth Management Show | (Sunday) 09/27/26

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.

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.

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.&nbsp; Plus, segments on entering the 'Retirement Red Zone' and how the younger generation is looking at investing.

Money Talk - The Annex Wealth Management Show | (Sunday) 09/20/26

Trade tensions between the U.S. and Canada are escalating, with new tariffs and trade restrictions beginning to ripple through supply chains and businesses on both sides of the border. At the same time, rising conflict in the Middle East has pushed oil prices higher, adding new pressure to inflation and market expectations. We'll explore what it all means for consumers, investors, the Federal Reserve, and how to prepare for key retirement milestones as the "Silver Tsunami" gains momentum.

Money Talk - The Annex Wealth Management Show | (Sunday) 09/13/26

The experts at Annex Wealth Management talk about market volatility, investment strategies for women, and navigating the ups and downs of the economic recovery.

Annex Wealth Management Show | 9/10/20

The experts at Annex Wealth Management discuss changes to the makeup of the Dow Jones Industrial Average, working with a certified financial planner, and the six signs you are ready for retirement.

Annex Wealth Management Show | 9/3/20

Annex Wealth Management Show | 8/20/20

Annex Wealth Management Show | 8/13/20

Annex Wealth Management Show | 7/30/20

Annex Wealth Management Show | 7/23/20

Annex Wealth Management Show | 7/16/20

Annex Wealth Management Show | 7/9/20

Annex Wealth Management Show | 7/2/20

Annex Wealth Management Show | Companies Driving the Market Recovery, Workplace Changes due to COVID-19, Mid-year Tax Planning

Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning.

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