Money Talk: The Annex Wealth Management Show - Milwaukee

The Fed says March is too early for a cut. What's that mean for equities?  Dave Spano and Brian Jacobsen review the week. The IRS is ramping up audits and has specific targets. Who are they focusing on and how can you eliminate red flags?  

Forget the groundhog seeing his shadow, how about that monster (and unexpected) HOT jobs number? Dave Spano and Brian Jacobsen dissect the week which included a LOT of key earnings reports.  We'll also cover Lifestyle Creep, a bunch of great Ask Questions, and the sad (but true) climb in the divorce rate for those over 50. 

The end of rolling recessions is near--but be cautious. Dave Spano and Brian Jacobsen present the Week-in-Review. We also take a closer look at our Investment Committee; who are they, how does it work? With an election year comes plenty of myths. We'll have a preview of our upcoming presentations in Lake Country and Madison. 

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.

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. 

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 and why you need to manage expectations with your 401k. 

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

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?'.  What are the dangers of investing advice via social media? We'll cover that. 

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. 

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.