• Saturday, November 23rd. Trading one uncertainty for another
    Nov 23 2024

    Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains.

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    34 mins
  • Saturday, November 16th. Policy coming into focus.
    Nov 16 2024

    President-elect Trump is building out his cabinet while making day-one priorities clearer. Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?

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    34 mins
  • Saturday, November 9th. The post-election show.
    Nov 9 2024

    What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views.

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    34 mins
  • Saturday, November 2nd. Bad, but distorted.
    Nov 2 2024

    An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities.

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    34 mins
  • Saturday, October 26th. The Beige Flag.
    Oct 26 2024

    The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.

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    34 mins
  • Saturday, October 19th. Defying gravity.
    Oct 19 2024

    Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex.


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    34 mins
  • Saturday, October 12th. How to herd cats. Let's talk about those Fed Minutes
    Oct 12 2024

    FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Women & Wealth presentation: Avoiding Fraud & Financial Exploitation.

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    34 mins
  • Saturday, October 5th. About those job numbers.....
    Oct 5 2024

    Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Parks makes a case for upgrading 401k plans with help from Annex. Ask Annex tackles a question from the grandmother of a brand-new US Marine regarding saving and investing. To help, we call in Kent Halleen, a member of Annex Private Client who spent 12 years in the Corps.

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    34 mins