Money Talk: The Annex Wealth Management Show - Milwaukee

De: Annex Wealth Management
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  • Resumen

  • News, planning insight, and forward thought on the economy, markets, and wealth management.
    2022 Annex Wealth Management
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Economía Finanzas Personales Política y Gobierno
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Episodios
  • Saturday, May 3rd. What's a McRecession?

    Saturday, May 3rd. What's a McRecession?
    May 3 2025

    GDP declined due to surging imports. Consumer Confidence hit COVID-era lows. ISM Manufacturing and new export orders dropped sharply. Dave Spano and Brian Jacobsen discuss these trends in the Week-in-Review. Our Spring-Cleaning theme focuses on pruning your investment portfolio, while Ask Annex addresses a bond-related question.
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    33 m
  • Saturday, April 26th. Survival of the fittest.

    Saturday, April 26th. Survival of the fittest.
    Apr 26 2025

    Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client mirrors the military phrase 'High Speed/Low Drag'. We'll also have results from the recent transition-to-retirement poll.

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    34 m
  • Saturday, April 19th. A sprint before the stumble

    Saturday, April 19th. A sprint before the stumble
    Apr 19 2025

    Is Q2 GDP growth masking a Q3 slowdown? Dave Spano and Brian Jacobsen break it down in our Week-in-Review, exploring how early boosts could fade without trade policy changes. Curious about true financial planning? Mike Kirk reveals what it is—and what it isn’t. Plus, Ask Annex returns with practical tips on planning for a longer retirement.
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    34 m
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