Money Talk: The Annex Wealth Management Show - Milwaukee

Jerome Powell’s Jackson Hole remarks sparked expectations of rate cuts, but did data dependency dampen the mood? Brian Jacobsen shares our Week-in-Review. Plus, we explore equity compensation strategies, the rise in gray divorce, and tips for navigating the process.

Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the 4% rule still apply? Business sales transitions are an opportunity to reset your plan. 

Stagflation combines low economic growth with high inflation. Peak uncertainty around trade and tariffs may have coincided with an economic low point, suggesting the worst could be behind us rather than ahead. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. We’ll also explore concerns about tapping a 401(k) for emergencies and strategies for planning major expenses, like a lavish wedding.

July’s report arrives as policymakers navigate conflicting economic narratives. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. Our ongoing coverage of the One Big Beautiful Bill includes tax analysis and three key considerations for parents planning for their children.

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.