Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
…
continue reading
The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
…
continue reading
Bởi Annex Wealth Management
…
continue reading
1
Sunday, September 8th. A precarious balance.
55:33
55:33
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:33
Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our Week-in-Review. Learn more about our Investment Intel webinar, dealing with volatility, and the ramifications of inheriting money.Bởi Annex Wealth Management
…
continue reading
Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast.Bởi Annex Wealth Management
…
continue reading
1
Sunday, September 1st. Nvidia shares fell, but the market still rallied.
55:40
55:40
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:40
Is Big Tech not as big of a deal as everyone feared? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also profile the Annex Investment Committee, Annex for Business, and how remarriage affects estate planning. Branch Director/Wealth Manager Robert Chastain covers tips to get on the same page with a spouse for retirement planning.…
…
continue reading
There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.Bởi Annex Wealth Management
…
continue reading
1
Sunday, August 25th. Policy: The Direction Of Worry.
55:54
55:54
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:54
The Fed has three mandates (not two): full employment, stable prices, and moderate long-term interest rates. CEO Dave Spano and Chief Economist Brian Jacobsen discuss.Bởi Annex Wealth Management
…
continue reading
1
Volatility produces a lot of opportunity
7:57
7:57
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
7:57
Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error.Bởi Annex Wealth Management
…
continue reading
1
Sunday, August 18th. Retail sales better than expected.
55:41
55:41
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:41
Retail sales looked good but might be superficial. We'll cover it during our Week-in-Review. How does Annex integrate with entrepreneurs and business owners? We'll cover that along with 5 questions to ask to see if we're a good fit for your planning needs.Bởi Annex Wealth Management
…
continue reading
1
Sometimes strengths can bleed over to weaknesses
9:32
9:32
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
9:32
Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.Bởi Annex Wealth Management
…
continue reading
1
Sunday, August 11th. A review of the rebound.
55:42
55:42
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:42
Fasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, the 4 phases of retirement, part-time retirement, and how to approach aging parents who might need additional planning assistance.Bởi Annex Wealth Management
…
continue reading
1
"Trading last week looked...frightening"
13:29
13:29
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
13:29
Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news.Bởi Annex Wealth Management
…
continue reading
Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts will be too little and too late. Dave Spano and Brian Jacobsen present the Week-in-Review. Ask Annex is back along with a solid segment about aging parents. Robert Chastain covers milestone birthdays th…
…
continue reading
It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emotional rollercoaster. For a threat, we ask 'has the damage been done'?Bởi Annex Wealth Management
…
continue reading
1
Sunday, July 28th. Tech's troubles: investment is costly.
55:49
55:49
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:49
Companies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle for wealth transfer, and the role of a Certified Divorce Financial Analyst at Annex Wealth Management.…
…
continue reading
1
The danger of being too sure of the outcome
17:32
17:32
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
17:32
Strength: The Fed's tone is changing Weakness: Tech wreck Opportunity: Ride the rotation Threat: Snowballing negative sentimentBởi Annex Wealth Management
…
continue reading
Call it the Trump trade, small caps over large, value over growth. Learn more about the great Boomer Wealth Transfer, the silver lining of delayed retirement, prenups---and a few interviews from this past week's Republican National Convention.Bởi Annex Wealth Management
…
continue reading
Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.Bởi Annex Wealth Management
…
continue reading
A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.Bởi Annex Wealth Management
…
continue reading
Modest progress toward inflation targets for strength but weakness with cracks in the credit armor. Opportunity exists with cheap protection but economic roadburn and politics are weaknesses.Bởi Annex Wealth Management
…
continue reading
1
Sunday, July 7th. Scary Summer for growth?
55:45
55:45
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:45
What matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What are 6 things you might not want to inherit? We've got the list. Learn more about our Investment Committee, remarriage and estate planning, and what IS and ISN'T financial planning.…
…
continue reading
Our strength is continued US exceptionalism while concentration risks in the economy present weakness. Opportunity exists by not extrapolating the downward trend in momentum towards something else while momentum crashes present a threat.Bởi Annex Wealth Management
…
continue reading
1
Sunday, June 30th. Don't invest your politics
55:51
55:51
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:51
Seeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4 types of retirees, what NOT to do when retirement planning, and a look at HENRY's (High Earners, Not Rich Yet). We'll also spend some time with Jeff Pierce, new p…
…
continue reading
Nvidia (and chips) are strong while consumers are feeling pinched. There is opportunity with the acceleration of earnings but a threat remains if the Fed acts too little, too late.Bởi Annex Wealth Management
…
continue reading
1
Sunday, June 23rd. Rethinking the 60/40 portfolio.
55:48
55:48
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:48
Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-tim…
…
continue reading
1
A little too cozy in the Magnificent Seven?
12:59
12:59
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
12:59
Back on track for inflation but lingering weakness in transportation names. Opportunity with quality growth (and AI has legs!) but complacency in the Magnificent Seven.Bởi Annex Wealth Management
…
continue reading
1
Sunday, June 16th. "Modest progress" on inflation.
55:56
55:56
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:56
Four members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover financial planning for medical professionals, business succession planning, and what you might encounter in the first 6 months of retirement.…
…
continue reading
1
1st Tuesday November. A date with destiny?
16:44
16:44
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
16:44
Interest and dividends are helping retirees but higher rates may eventually bite. There are opportunities in infrastructure and utilities with AI but geopolitical risk is coming back.Bởi Annex Wealth Management
…
continue reading
1
Sunday, June 9th. Spending growth negative. Real earnings growth was flat.
55:47
55:47
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:47
Will growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about what to do in the first year of widowhood, why it's not a good idea to cash out a 401k, and how lifestyle creep is destructive.Bởi Annex Wealth Management
…
continue reading
Strength: Average stock is better than the index. Weakness: Auction anxiety is back. Opportunity: Oversold interest rate sensitives are good for a trade. Weakness: Growth cools faster than inflation.Bởi Annex Wealth Management
…
continue reading
1
Sunday, June 2nd. Inflation: An unclear target
55:43
55:43
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:43
Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.Bởi Annex Wealth Management
…
continue reading
NVIDIA is the coolest kid in the class but we're beginning to see a bifurcated economy. Opportunities exist by focusing on quality but a growth scare poses a threat.Bởi Annex Wealth Management
…
continue reading
1
Sunday, May 26th. It's NVIDIA's world, we just live in it.
55:45
55:45
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:45
A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.Bởi Annex Wealth Management
…
continue reading
A 40,000 DOW is a strength while there are more cracks in the consumer's facade. Why sell in May when you can just stay? And a no-landing but turbulence ahead appears as a threat.Bởi Annex Wealth Management
…
continue reading
1
Sunday, May 19th. The Dow hits an arbitrary milestone, here come the rally hats.
55:49
55:49
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:49
CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.…
…
continue reading
Rising earnings expectations are a strength but is the labor market beginning to crack? An opportunity exists to rethink real assets but the threat of decelerating economic growth has arrived.Bởi Annex Wealth Management
…
continue reading
1
Sunday, May 12th. Earnings are all over the place.
56:24
56:24
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
56:24
Dave Spano and Brian Jacobsen present the Week-in-Review. What's the latest with the possible cut to Social Security benefits in 2035? Naples Branch Director Robert Chastain covers 6 items you might not want to inherit.Bởi Annex Wealth Management
…
continue reading
1
The Fed is navigating using a rearview mirror
25:53
25:53
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
25:53
A dovish tilt and buybacks are powering the market forward but there's weakness with cracks forming in the consumer facade. Market misconception is providing opportunities for outperformance while bad data and labor issues are a threat.Bởi Annex Wealth Management
…
continue reading
1
Sunday, May 5th. Are stocks "priced for perfection?" Some, but not many.
55:43
55:43
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:43
Look at Apple: low expectations going into earnings made it easy to beat. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are 6 benefits to setting up a trust? What happens during the Annex Wealth Management portfolio review? And what are 5 reasons to consider increasing your 401k contribution?…
…
continue reading
AI momentum continues while a bifurcated consumer is a weakness. AI requires real assets, that's an opportunity while sticky inflation remains a threat.Bởi Annex Wealth Management
…
continue reading
1
Sunday, April 28th. Earnings: Good results with bad guidance.
55:56
55:56
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:56
Mixed bag this earnings season. Dave Spano and Brian Jacobsen present our week-in-review. We'll also dive into the importance of tax planning (based on tax filing) as well as the return of volatility. Branch Director Robert Chastain has some thoughts on avoiding boredom in retirement.Bởi Annex Wealth Management
…
continue reading
1
EPISODE 100! "It feels worse than it's been" (the week, not the podcasts)
25:45
25:45
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
25:45
Global growth is better than expected but higher mortgage rates are dampening housing. There's opportunity as April showers bring May flowers but the threat grows that the Fed may not even cut rates.Bởi Annex Wealth Management
…
continue reading
1
Sunday, April 21st. Have we forgotten what risk feels like?
55:59
55:59
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:59
A stumbling bull or an awakening bear? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll tackle the challenges Generation X faces during financial and retirement planning. What's the role of a Certified Divorce Financial Analyst at Annex? We'll cover that as well as Ask Annex, a visit with Robert Chastain, and Estate Planning roles.…
…
continue reading
The dollar is still king while that hot CPI print is a weakness. Opportunity exists in corporate bonds for income, but the unknown unknowns are a threat.Bởi Annex Wealth Management
…
continue reading
1
Sunday, April 14th. What's next? Will something break?
56:01
56:01
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
56:01
Unemployment claims are low. Wages are rising. It's not a stagflation environment. Dave Spano and Brian Jacobsen cover the week to start the show. Are certain 401k benefits underrated? We put that question to our Director of Retirement Plan services. If you're a Grandparent, there are many opportunities to bless your Grandchildren in life-changing …
…
continue reading
Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify.Bởi Annex Wealth Management
…
continue reading
1
Sunday, April 7th. Jobs, ISM manufacturing, and more Fed speak.
55:45
55:45
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:45
Mark Beck and Brian Jacobsen present the week-in-review and decode more Fed speak. Can you trust what social media recommends for investing? What are the ramifications of inheriting money?Bởi Annex Wealth Management
…
continue reading
Firmness in treasury yields but non AI sales projects face an elongated sales cycle. There are opportunities as the overall market broadens but deficits are keeping rates elevated.Bởi Annex Wealth Management
…
continue reading
Are we there yet with rate cuts? The most hawkish member of the Board says it could only be a couple more months before he has confidence that they could cut. What's that mean looking ahead? Dave Spano and Brian Jacobsen discuss. We'll also cover our Annex Executive program, how to rate your 401k, and the dangers of fortune hunters and gold diggers…
…
continue reading
Manufacturing mojo is coming back while pricing power to margin pressure is a weakness. Opportunities exist in credit while stagflation narratives pose a threat.Bởi Annex Wealth Management
…
continue reading
1
Sunday, March 24th. Manufacturing may be emerging from hibernation
55:35
55:35
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:35
S&P Global PMI for US manufacturing has been above 50 three months in a row. What's the mean for the broader market? Dave Spano and Brian Jacobsen cover that and more during our week-in-review.Bởi Annex Wealth Management
…
continue reading