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.

Join Dave Spano and Dr. Brian Jacobsen as they sort through another week of earnings season winners and losers and a historic intervention in the yen with renewed volatility in oil prices. They also discuss how the new Fed Chair could shape market expectations and monetary policy in the months ahead. Plus, practical advice on avoiding costly retirement rollover mistakes, overcoming "money guilt," and staying focused on a financial plan built for your goals.

On this week's Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a market-moving week that proved investors are still hanging on every word from the Federal Reserve. While the Fed left interest rates unchanged, markets reacted sharply as investors parsed what Chair Powell said, and didn't say, about inflation, growth, and the path forward. Meanwhile, earnings season delivered a tale of two tech stories. Microsoft and Amazon validated the AI investment boom with blockbuster results, while Meta and Apple faced tougher scrutiny as investors questioned spending levels, growth expectations, and execution. Dave and Brian also cover the latest developments in oil prices, economic data, consumer behavior, and the earnings trends shaping markets. Plus, practical conversations on gifting money and a question that deserves more attention: when should retirement planning really begin? The answer may be sooner than you think.

This week, CEO Dave Spano and Dr. Brian Jacobsen discuss the market impact of renewed Middle East tensions, including rising oil prices and concerns over key shipping routes such as the Strait of Hormuz and the Red Sea. They examine how higher energy costs are influencing inflation expectations, bond yields, mortgage rates, and Federal Reserve policy. Later on, the team discusses the renewed focus on tariffs and their potential impact on inflation, explains recent changes in U.S. tariff policy, and explores the possibility of additional tariffs related to excess industrial capacity in countries such as China.

This week, Dr. Brian Jacobsen breaks down the key themes emerging from earnings season and what they could mean for investors. He’s joined by Director of Financial Planning Eric Strom to discuss the housing market and mortgage rates.  Plus, we explore the growing number of employed adult children living with their parents and provide practical guidance for evaluating life insurance policies so you can make more informed financial decisions.

This week, Dave Spano and Dr. Brian Jacobsen connect the dots between a cooling, but still resilient, U.S. economy, the latest labor market data, and the global forces shaping the next investment cycle. From AI-powered growth stories and geopolitical tensions in key energy corridors to the winners and losers emerging across the world economy, they explain what investors should be watching now. Plus, a look at the Federal Reserve's evolving playbook, the new Trump Accounts initiative, and managing multiple accounts (and you might not need them all).

For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss earnings, the jobs numbers from June and what you should keep an eye on now that we're in the second half of the year.  America is turning 250, so we take a look at the people, innovations, and economic turning points that transformed a young nation into the world's largest economy. We also discuss how to simplify and manage multiple investment accounts, break down the often-misunderstood rules surrounding Roth conversions, and share practical tips for watching financial fees.