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, May 5th. Are stocks "priced for perfection?" Some, but not many.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 28th. Earnings: Good results with bad guidance.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 21st. Have we forgotten what risk feels like?
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 14th. What's next? Will something break?
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 7th. Jobs, ISM manufacturing, and more Fed speak.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 31st. Fighting FOMO.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 24th. Manufacturing may be emerging from hibernation
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 17th. Growth is "good enough," but inflation progress has stalled.
Credit spreads are tight and got tighter because growth looks fine. It's the inflation picture that's uglier. Dave Spano and Brian Jacobsen review the week…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 10th. Deja vu. We're down to two.
A new jobs number, the same two presidential candidates, and a Fed with decisions to make. Dave Spano and Brian Jacobsen present our week in review. Later in…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 3rd. What if the Fed doesn't cut in '24?
What if the Fed doesn't cut in 2024? They probably will, but there's a growing risk that they won't. "If it ain't broke, don't fix it?" Learn more about the 4…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 25th. New highs are old hat.
Fed officials have repeated what they’ve been saying: rather err on the side of cutting later than sooner and will discuss tapering QT in March. Dave Spano and…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 18th. Expectations, Reality, and Opportunity
Fed and markets finally seeing "eye-to-eye" on the future of rate cuts. Markets went from 6 cuts starting in March to 3 starting in July. That's much more…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 11th. Pushback, Bellwethers, and Deficits
The Fed admits they were slow to respond to inflation, but March is too early for a cut. Dave Spano and Brian Jacobsen cover it all during our week in review…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 4th. Earnings and a HOT job number.
Blame the groundhog for our chilly weather. Do we blame the huge jobs number for the Fed slow-walking interest rate cuts? Dave Spano and Brian Jacobsen look at…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 28th. GDP stays stubbornly strong.
Take a bow consumers, you powered Q4 GDP. Join Dave Spano and Brian Jacobsen for our Week-in-Review. They'll cover the latest in earnings and what might be the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 21st. The Fed taper.
The Fed is open to tapering quantitative tightening. They don't want banks to come under undo pressure since small/regional banks are still struggling with CRE…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 14th.
Soft landings, straight lines, and struggles. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about QDRO's, passion assets, letdown in…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 7th. Who thought the road to rate cuts would be easy?
As yields are move back up, bonds are in retreat. What's the big picture? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. On this week's show…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 31st. Happy New Year!
What a year. Dave Spano and Brian Jacobsen review 2023---and cast their eyes on next year.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 24th. Yuletide cheer?
Led by small caps, growth is beating value. Dave Spano and Brian Jacobsen will review the week. Great team segments include a deeper dive on insurance (how…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 17th. Transitions are hard.
The transition from pause to cut can be bumpy. While we enjoyed a FOMO rally last week, what's ahead? Dave Spano and Brian Jacobsen tackle our Week-in-Review…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 10th. Inflation: Such a 2021 and 2022 story.
The market says inflation is in the rearview mirror. It mostly is. Dave Spano and Brian Jacobsen review the latest during the Week-in-Review. We'll also cover…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 3rd. Coal for Christmas?
Our Week-in-Review, 3 keys to happiness in retirement, a look into 'HENRY's, and what do you do with adult children living at home?
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 26th. Genuine growth is scarce
Weak guidance for the holidays. What's that mean down the road? Dave Spano and Brian Jacobsen have our week-in-review with an eye on the Fed and potential rate…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 19th. Inflation: is the hard part ahead or over?
Retail is soft and CPI is flat. Does this mean the battle against inflation is turning the tide? We'll comb through it during our Week-in-Review with Dave…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 12th. Companies are concerned about margins.
Fed officials haven't pushed back too hard on the idea that higher long-term yields are doing the tightening work for them. What's that mean for markets? We'll…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 5th. Q3? Fabulous for services.
Despite the largest company in the S&P 500 trading lower, the employment situation report underscored that the Fed is done. The Powell Pause has fanned the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 29th. Not a rising tide lifting all boats.
How 'bout that GDP? But is consumer spending about to diminish? We'll cover it in the Week-in-Review. Learn more about the role of a Certified Divorce…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 22nd
The 10-year Treasury yield crossed 5% for the first time since '07. That led to a rough end to a bumpy week. We'll cover it all during our Week-in-Review. Also…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 15
CPI came in hotter than expected. Will that sway the Fed's decision on interest rates? Baby Boomers have substantial assets, how is 'the Great Wealth Transfer'…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 8
The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 1.
Q3 ends with a whimper. What are the implications? We'll cover them during our Week-in-Review. Join us for segments regarding business sales, trying on…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 24.
Did the Fed's decision/no-decision on rates shake the market this week---or was it something else? We'll cover it all on during the Week-in-Review. There are…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 17th.
The UAW strike might be a doozy--we'll discuss the possible impact. Arm's IPO went pretty well, is it a signal for the rest of the tech sector? Fresh IPO…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 10th
Concerns over a possible November rate hike put a dent in markets this week. We'll have that and more during the week-in-review. HSA's are beloved, but why?…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 3rd.
Let's hope September is a better month for investors than August. What's ahead and what should you be aware of? Other great topics include the value of an…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 27th.
All eyes and ears were on Jerome Powell in Jackson Hole. What did he say and what might be the impact? Learn more about planning for couples with age gaps, the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 20th
Some analysts have pivoted from recession predictions to seeing a "soft landing" for the US economy. Did China just experience a Lehman Moment? Listen to one…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 13th
As earnings season winds down, we also saw fresh CPI and PPI data. We cover that and more during our Week-in-Review. Ever ask yourself, "How much insurance do…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 6th.
Apple and Amazon earnings arrived---what did we see and are there clues as to what the consumer is doing? How about the latest jobs report? We've got that and…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 30th
The Fed, GDP, PCE, and a bunch of earnings. Derek and Danny cover it during our Week-in-Review. We'll explore how remarriage affects estate planning, the Annex…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 23rd
The Fed meets next week. What did we see THIS week that might influence its decision? This show also covers the Baby Boomer Wealth Transfer, Financial…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 16th.
Earnings, CPI, PPI and more. There's a lot to cover on this week's show and it all starts with our Week-in-Review. When decline begins during retirement, it's…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 9th.
A bit of a schism between the ADP payroll number and what we saw from the Labor Department. How's that going to shake out? Dave Spano and Brian Jacobsen…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 2nd
Do markets see an end to rate hikes? As we close the books on the quarter, Derek Felske and Mark Beck have plenty to talk about. We'll check in with Robert…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 25th
S&P and NASDAQ hit some headwinds this week. We'll take a closer look during our week-in-review. Start-ups to large companies, our Retirement Plan Services…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 18th.
Happy Father's Day. The week-in-review focuses on this week's CPI, the Fed skip, and the latest concerning news from China. Team segments feature financial…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 11th.
Bull market? Thursday said yes. What about Friday? Check it out during our week-in-review. We'll also cover misconceptions about 401ks, investment terms, Ask…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 4th
Does that big jobs number from the Labor Department help or hurt the Fed's decision on the next rate hike? We'll discuss during the Week-in-Review. Great team…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 28th
All eyes on the X-date and possible default--what are market insiders thinking? Dave and Derek cover it during our Week-in-Review. When selling a business…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 21st
As the broader market is weighed down by debt ceiling debate, is the Fed going to hold rates high for longer? Is positioning really negative? Fear & Greed…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 14th. Happy Mother's Day
Earnings, inflation data, CPI and PPI. Quite a bit to cover on this week's show. Dave Spano and Brian Jacobsen cover our Week-in-Review. We'll also cover…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 7th
The Fed hikes rates, a new jobs number, and earnings season continues. A lot to talk cover during the Week-in-Review. We'll also review how Annex assists…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 30th.
GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 23rd.
What's the Investment Committee see during the latest round of earnings? Dave and Derek will cover them during the week-in-review. On today's show, we'll learn…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 16th
Earnings season is here. So are fresh CPI and PPI numbers. What's it like to be a client of Annex Wealth Management? Find out more on a 'Hear the Difference'…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 9th
Markets closed on Friday, but still a busy week. Dave and Derek will cover our week-in-review. Also, learn more about the 0% tax bracket for investment income…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 2nd
Farewell, Q1. What's next? We'll talk about it during our week-in-review. It's a slippery slope supporting adult children as it can impact YOUR retirement…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 26th
What did the quarter-point hike from the Fed mean for markets? Dave and Derek cover that during the Week-in-Review. Cashing out a 401k when leaving a job isn't…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 19th.
In the aftermath of the Fed breaking 'something', it was quite a week. What's the fallout and what might lie ahead? Dave and Derek cover it during our…