Shows / Money Talk: The Annex Wealth Management Show - SWFL
Money Talk: The Annex Wealth Management Show - SWFL
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.
Episodes
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 29th. Inflation: Maybe not so much?
The Fed initially suggested that tariffs would gradually raise prices while slowing growth more gradually. However, recent trends show growth declining faster…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 22nd. Policy: So much for data dependence.
Recent data, including negative first-quarter GDP growth, rising initial jobless claims, and declining consumer inflation, suggests a case for a rate cut…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 15th. A slowdown, but no signs of stopping.
On Friday morning, news of Israel's strike on Iran greeted most, heightening investor concerns. In line with historical trends, bond yields have dropped, oil…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 8th. Beige book blues?
The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 1st. Growth: An emotional rollercoaster.
In this episode, hosts Dave Spano and Brian Jacobsen break down the Week-in-Review. Consumer confidence rebounded in May, boosted by lower tariffs on China…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 25th. Eat the price increases?
Different companies adopt varied strategies in response to tariffs, showcasing the strength of capitalism. However, investors face the challenge that companies…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 18th. Nicely done, S&P
Q1 earnings season is in full swing, with S&P 500 earnings growth surpassing expectations, rising 13.4% year-over-year against the Street’s forecast of 7.0%…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 11th. Bessent's Switzerland mission.
While a UK deal progresses, trade tensions with China take center stage as Treasury Secretary Scott Bessent heads to Switzerland this weekend for early talks…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 4th. Growth: From pull-forward to fall-off.
The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, translating to a modest quarterly decline of about 0.07%—essentially…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 27th. Big macro data sheds light on the outlook.
Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 20th. Retail sales pop. For now.
U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 13th. Whiplash.
It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Dave Spano…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 6th. Roll with the punches.
In investing, enduring volatility is simply the price of admission for long-term gains. Last week was about buckling up. Dave Spano and Brian Jacobsen present…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 30th. Inflation: A race to the middle.
Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present our…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 23rd. Powell’s presser: transitory is back.
Fed projections had a faint aroma of stagflation. What's that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 16th. Policy: Chainsaws over scalpels
Big change takes big tools. You can't cut through a thicket with a scalpel. Brian Jacobsen presents our Week-in-Review. We'll look at volatility from a…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 9th. Patience trumps action.
Uncertainty does not have to resolve in a bad way. It often resolves positively. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great.
Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 23rd. Inflation: Profits before prices?
Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses will be…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 16th. Growth: The trend is your friend
Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months.
It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 2nd. Fed policy word salad.
Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 26th. Off to the races.
If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 19th. 24 hours before Inauguration.
The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. Learn more…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 12th. Jobs pop, stocks drop.
A good jobs number led to a down day Friday. Dave Spano and Brian Jacobsen dissect the news as they present our Week-in-Review. Learn more about Roth…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 5th. Inflation: Rebound or retreat?
The big question for 2025 will be whether inflation continues to slow or if it reaccelerates. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 29th. 2024 in review.
Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 22nd. Policy: Spoiler Alert.
The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed's…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 15th. Oil risks.
OPEC cut oil demand growth forecasts for this year and next while Biden is considering stepped up sanctions against Russian oil. What's this mean for markets?…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 8th. Black and Blue Friday?
Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll dive…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 1st. Talking turkey.
A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn more about trusts and wills, steps to selling a business, and how Annex…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 24th. Gold stars for NVidia and Walmart.
Yields fell this week, showing the dollar and Treasury debt are still “risk-off” assets. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 17th. The Trump Bump Continues.
Revenge spending is no longer really a thing, but there could be some relief spending to help growth. Dave Spano and Brian Jacobsen present our Week-in-Review…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 10th. Post-election reaction.
What's in store now that the election is over? Members of our Investment, Retirement, Tax, and Estate Planning teams discuss what we could see in the months…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 3rd. Earnings season: When good isn't good enough.
Meta and MSFT--supply constrained, big spending, still not enough return on AI investment. Apple: China's a drag. Upgrade cycle is a little slow. Earnings are…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 27th. Hard data differs from soft.
Earnings stories. Remember the "Dow Theory" with transports being a leading indicator? Dave Spano and Brian Jacobsen present our Week-in-Review. Robert…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 20th. Earnings season shifts into high gear.
A tale of two chipmakers. ASML whiffed while TSMC hit it out of the park. Dave Spano and Brian Jacobsen present our Week-in-Review. How does Annex aid clients…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 13th. Let's talk about those Fed Minutes
Rates are still restrictive, even with a cut. They're easing off the brake, not pushing on the accelerator. Dave Spano and Brian Jacobsen recap the week. What…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 6th. Looking ahead: A rip-roaring rotation?
The port strike ends and a healthy jobs report arrives. Dave Spano and Brian Jacobsen present the Week-in-Review. Is there a psychology of spending in…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 29th. Growth: Stronger than we thought.
The Gross Domestic Income revisions were large. We're at least starting a slowdown from a place of strength. That can help limit downside risks when growth…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 22nd. Good vibrations. Fed cut, but not in a panic.
Now we’re at the Monday Morning Quarterbacking phase of the cutting cycle. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 15th. All eyes on Wednesday.
A big cut doesn't have to instill panic. A small cut doesn't have to cause concern. Dave Spano and Brian Jacobsen present our Week-in-Review. Our Annex Private…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 8th. A precarious balance.
Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 1st. Nvidia shares fell, but the market still rallied.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 25th. Policy: The Direction Of Worry.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 18th. Retail sales better than expected.
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?…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 11th. A review of the rebound.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 4th. A volatile week.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 28th. Tech's troubles: investment is costly.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 21st. Rapid repricing.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 14th. A September cut?
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 7th. Scary Summer for growth?
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 30th. Don't invest your politics
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 23rd. Rethinking the 60/40 portfolio.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 16th. "Modest progress" on inflation.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 9th. Spending growth negative. Real earnings growth was flat.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 2nd. Inflation: An unclear target
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 26th. It's NVIDIA's world, we just live in it.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 19th. The Dow hits an arbitrary milestone, here come the rally hats.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 12th. Earnings are all over the place.
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…