Money Talk

Saturday, September 26th. The Name's Bond. Treasury Bond.

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.

Saturday, September 26th. The Name's Bond. Treasury Bond.

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.

Saturday, September 19th. Fed Goes Higher for Longer, but How Long?

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.

Saturday, September 12th.  Markets Caught Between Tariffs and Oil

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".

Saturday, September 5th. Higher Yields, Higher Stakes, Higher Job Numbers.

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.

Saturday, August 29th. Jackson Hole, Bond Market Volatility, and AI Momentum

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.

Saturday, August 22nd. The Bond Market Revolt: Why Bessent Stepped In

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.

Saturday, August 15th. Cooler Inflation, Hotter Markets, Colder Consumers

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.

Saturday, August 8th. Earnings Results and Moving Ahead with The Fed

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".

Saturday, August 1st. The Fed Says Little, Markets Hear Plenty

For our Week in Review, Dave Spano and Dr. Brian Jacobsen will 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.