Money Talk: The Annex Wealth Management Show - SWFL

Inflation is back on the front burner as rising gas prices push inflation readings above expectations and raise new questions about the economy's direction. Dave Spano and Dr. Brian Jacobsen break down the latest data, the market's reaction, and the global risks investors shouldn't ignore. Plus, practical guidance on retiring early if you don't agree with the direction of your company and how much does it take to "feel wealthy"?

As markets flirted with record highs before stumbling on renewed inflation and oil price concerns, Dave Spano and Dr. Brian Jacobsen break down the week's biggest economic and market-moving developments. They discuss the AI trade's sudden wobble, crude oil's march toward $100 a barrel, rising consumer inflation expectations, and what the latest Fed minutes signal about the path of interest rates. Plus, they examine Treasury market trends, surging bond yields, and what it all means for investors navigating an increasingly uncertain landscape.  We also discuss new updates to Trump accounts, RMD strategies and why retirement confidence is low.

Dave Spano and Dr. Brian Jacobsen look beyond the headlines of a seemingly positive third quarter, revealing a market where only a handful of stocks carried the major indexes to record highs while the average stock struggled. They break down the quarter's biggest themes, including the evolving AI trade, the Federal Reserve's return to rate hikes, rising Treasury yields, and the ongoing impact of geopolitical and trade tensions. Plus, they discuss why strong corporate earnings and a resilient labor market continue to support the economy, even as consumer sentiment remains surprisingly weak.  Also, the COO of the Milwaukee Brewers, Marti Wronski joins the show to talk about her journey and helping to run a professional baseball organization.

This week, records fell and markets whipsawed as investors balanced AI-fueled optimism against rising inflation fears, surging Treasury yields, and renewed volatility in oil prices. Dave Spano and Dr. Brian Jacobsen break down the extension of the U.S.-China tariff truce, the bond market's warning signals, and why the Fed may be headed for even more rate hikes despite growing political pressure. Plus, we'll examine how the Iran conflict, energy prices, and a still-hot economy are creating an inflation dilemma that could shape markets for months to come.  Plus, segments on using Trump Accounts and how high-net worth look at spending money later in life.

CEO Dave Spano and Dr. Brian Jacobsen break down the Fed’s latest rate hike, why inflation continues to run hotter than policymakers would like, and what "higher for longer" could mean for investors. They discuss surprisingly strong economic data, including booming retail sales and business investment, while exploring why China’s economy remains stuck in a slowdown. Plus, a look at how oil market disruptions, global tensions, and policy uncertainty are influencing markets, along with special segments on navigating the 'Retirement Red Zone' and how younger generations are approaching investing today.

Dave Spano and Dr. Brian Jacobsen discuss trade tensions between the U.S. and Canada are escalating, with new tariffs and trade restrictions beginning to ripple through supply chains and businesses on both sides of the border. At the same time, rising conflict in the Middle East has pushed oil prices higher, adding new pressure to inflation and market expectations. We'll explore what it all means for consumers, investors, the Federal Reserve, and how to prepare for key retirement milestones as the "Silver Tsunami" gains momentum.

Mark Beck and Dr. Brian Jacobsen unpack a week that turned Wall Street on its head. Markets rapidly repriced Federal Reserve expectations after Chair Warsh's Jackson Hole remarks, driving Treasury yields to their highest levels in over a year and raising fresh questions about whether the Fed could become even more aggressive in its fight against inflation. They also dive into a surprisingly strong jobs report that challenged the summer slowdown narrative, while a labor market stuck in "no-hire, no-fire" mode continues to send mixed signals about the economy's next move. Add in surging oil prices, rising geopolitical tensions in the Middle East, and new evidence that the AI boom is making its way from Silicon Valley into Main Street businesses, and there's plenty for investors to digest.

This week, Dave Spano and Dr. Brian Jacobsen break down the economic and market developments shaping investors' outlooks. From Fed Governor Kevin Warsh's highly anticipated Jackson Hole remarks and persistent inflation pressures to signs of a slowing consumer, they examine the mixed signals emerging from the U.S. economy and what they could mean for interest rates. They also discuss Treasury buybacks, volatility in the bond market, easing oil prices, and Nvidia's latest earnings-driven surge that continues to fuel enthusiasm around artificial intelligence and business investment.

Treasury Secretary Scott Bessent made a rare move to calm a bond market rattled by surging long-term interest rates and a national debt that has climbed past $40 trillion. But did the intervention steady the ship, or shine a spotlight on even deeper concerns facing investors? This week, Dave Spano and Dr. Brian Jacobsen break down the bond market drama, the Fed's tougher tone on inflation, rising oil prices, a weakening dollar, and what the growing gap between Walmart and Target says about the state of the American consumer.  Plus, we discuss the new proposed benefit for Trump accounts with working parents and planner for the rising costs of health care next year.

Cooling inflation, softer consumer spending, stronger small-business optimism, and rising markets: this week's economic data offered something for both optimists and skeptics. Dave Spano and Dr. Brian Jacobsen break down the latest inflation reports, what they may signal for Federal Reserve policy, why consumers are still feeling pressure from higher prices, and what upcoming jobs data could reveal about the economy's direction. This discussion is for informational purposes only and is not intended as investment advice.  Plus, segments on retirement confidence being low and planning to pay off student loan debt.