Money Talk

Saturday, January 20th. Closed doors, open windows, and warm breezes.

The Fed is in no hurry to cut rates. Retail sales are strong, manufacturing rebounded slightly, and inflation is a little warmer than desired.  Dave Spano and Brian Jacobsen present our week-in-review.  Learn more about Spousal Social Security along with the ramifications of inheriting money.

Saturday, January 13th. The world's on edge.

Earnings season kicked off and the labor market gradually slowing. Plus, we saw fresh CPI and PPI data this week. Dave Spano and Brian Jacobsen review the week. We'll also cover 5 things you'll encounter in your first 10 years of retirement as well as sharing details on an upcoming Passion Assets presentation.

Saturday, January 6th. Why the coal, Santa?

Early on, the S&P was down 1% during the Santa Claus rally period. Dave Spano and Brian Jacobsen dissect the first week of trading in 2024 PLUS the impact of a stronger-than-expected job number. Learn more about Annex for Business with Mark Beck, Chief Growth Officer, and why you need to manage expectations with your 401k with Tom Parks, director of Retirement Plan Services.

Saturday, December 30th. 2023 in review.

Dave Spano and Brian Jacobsen review a very eventful year. Plus, we share our most popular segment of 2023.

Saturday, December 23rd. The naughty and nice list.

Fed officials were out in force to tame expectations of rate cuts. It didn’t work. Dave Spano and Brian Jacobsen review the week. We get at the age-old question 'how much insurance do you need?'. We’ll also cover the dangers of investing advice via social media.

Saturday, December 16th. What about that FOMO rally?

The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? We'll explain. Ask Annex tackles Roth RMD's, the 4% rule, and defines a value trap. When clients have large positions in company stock, Net Unrealized Appreciation becomes a big factor in planning. We'll explain why that's important and how Annex helps.

Saturday, December 9th. Never underestimate the power of low expectations.

The October 2023 bottom reacted to high yields and anticipated an upcoming earnings recession. The market hasn't fully moved on from the fear, but it's at least braced for it. Dave Spano and Brian Jacobsen present the Week-in-Review, we'll cover Estate Planning roles as well as tax strategies for the self-employed.

Consumer confidence and spending up. Is it enough?

Beige Book blues, bonds in a bull market, and is inflation moving from sticky to slippery? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our new Financial Planning in a Changing Tax World seminar, iBond questions, and what HENRYs are and how Annex can help them.

Saturday, November 25th. Longer pause and faster cuts?

Market is pricing in a first cut by June and then a gradual descent. What if the pause is longer, necessitating a faster pace of cuts? Dave Spano and Brian Jacobsen review the week including weaker holiday guidance. If part of your retirement plan is moving, we're planning a special presentation soon---our presenters will share a preview. Learn more about HSA's and the subtle differences between Traditional and Roth 401ks.

Saturday, November 18th. Growth: Weaker isn't weakness, yet.

Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen cover it during our Week-in-Review. Learn more about our in-house Investment Committee, what it’s like to be a client of Annex, and what high net worth families are facing with the upcoming change in estate tax policy.