The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar. What does it mean to be asset rich and cash poor? Impacts of the Big Beautiful act on charitable giving. 

Recent data indicate the U.S. economy is gaining stronger footing than anticipated. Industrial production increased by 0.3% in June, surpassing expectations, and retail sales rebounded with a 0.6% rise. Join Brian Jacobsen for our Week-in-Review. Also on the show, we introduce the newest member of the Annex Private Client team and share tips to address imbalanced diversification in your 401(k), a common issue that can impact your financial health.

One Big Beautiful Bill 2025 provisions like business incentives, no taxes on tips or overtime, bigger deductions, and child tax credits could have immediate impact. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover myths about taxes as well as a discuss proper planning for Passion Assets like cars, art, and wine. 

In June, hiring surpassed expectations with 147,000 new jobs added. What does this mean for the Federal Reserve's next decision? Brian Jacobsen breaks it down in our Week-in-Review. Plus, learn how to plan for receiving an inheritance. Also, one of our Estate Planning attorneys shares key insights on transferring a family vacation property to the next generation.

Will U.S. strikes on Iran's uranium enrichment sites bring Iran back to the negotiating table? Markets have reacted positively. Join Dave Spano and Brian Jacobsen for our Week-in-Review. We’ll also conclude our Investment Jargon series and explore the connection between better health and avoiding tax surprises.

Will the U.S. get involved in the Israel-Iran conflict? Russia's Dmitriev suggests that Russia, the U.S., and Saudi Arabia may collaborate to stabilize oil markets amid rising prices. In this week's show, Dave Spano and Brian Jacobsen present the Week-in-Review. Additionally, we begin a two-part series on decoding financial jargon. Also, what are the myths surrounding trusts? They’re not all-powerful, and Estate Planning Attorney Alec Durand takes a closer look.

The ongoing tensions between Israel and Iran are weighing on investors' minds. Consistent with historical patterns, bond yields have declined, oil prices have surged, and stock markets have experienced declines. In the Week-in-Review, Dave Spano and Brian Jacobsen provide their insights. Additionally, the program explores the concerning rise of "gray divorce" among older adults, as well as the potential inclusion of cryptocurrency in 401(k) plans and whether this is a prudent investment choice.

The Beige Book highlights economic slowdown and a cooling services sector, though the employment situation report remains relatively stable. In the defensives versus cyclicals debate, recent updates from Campbell's, Dollar General, Dollar Tree, Kimberly-Clark, and Procter & Gamble provide valuable insights. Brian Jacobsen shares our Week-in-Review. Additionally, we explore common mistakes made in each decade of life and strategies to avoid them. We also dive into the Fiduciary Journey of an Annex Client, offering a clear explanation of the process.

On today's Week-in-Review, hosts Dave Spano and Brian Jacobsen explore the recent market reactions to court rulings on tariffs, likening them to a "Red Light, Green Light" game. Markets surged Wednesday when tariffs were paused and continued to rally Thursday when they were upheld. The episode also delves into equity compensation and provides an overview of Annex Wealth Management’s insurance assessment process.

On April 9th, the pause on high reciprocal tariffs, followed by a reduction in tariffs on Chinese goods from 145% to 30%, sparked a surge in shipping activity. This creates a prime opportunity for businesses and households to acquire goods at lower costs. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss key insights. Also on the show, we explore why some individuals opt for Social Security benefits earlier than optimal. We also examine "Seasonality" as part of our Spring-Cleaning theme.