The Santa Rally skipped town this year, but the January Effect is making waves, especially for small caps. Markets are buzzing after U.S. forces captured Venezuela’s president Maduro, fueling bold oil ambitions despite steep challenges. Plus, trade tensions and tariff twists continue, and younger workers being affected by AI-exposed occupations. Dave Spano and Brian Jacobsen break it all down in this Week in Review, along with segments on key milestone ages for retirement planning and avoiding online scams.

China’s economy hit a rough patch with deflation fears, while U.S. markets soared despite historic tariff hikes and a few headline-grabbing scares. Mark Beck and Brian Jacobsen break down the headlines into the new year with our Week in Review. Gold and silver had a banner year, Bitcoin stumbled, and AI kept stealing the spotlight. Next year looks even bigger for AI with new models from OpenAI and Meta set to shake things up. Also, how could the 4% rule help you in retirement, and how you can be prepared if you are single in your later years.

This week’s show takes a look back at 2025 and noted how the markets have broadened heading into 2026. We explore decisions high net worth people face, as well as considerations when selling assets. One team interview explores “money guilt” – the uncomfortable feeling of second-guessing spending decisions. We also interview Chellee Siewert from Capture Sports Management, who helps athletes and entertainers find their “why.” Finally, we take a look at what you might consider as you enter retirement: what are your first steps?

Dave Spano and Brian Jacobsen unpack distorted economic data and what shifting payroll trends could mean for the labor market in our Week in Review. Inflation may be taking a breather, but consumer spending is holding strong as we head into the holidays. Plus, we preview earnings season, explore what to expect in your first meeting with a wealth manager, and dive into creating a lasting ‘living legacy.’”

The Fed trimmed rates but hinted it’s ready to pause for now. In our Week in Review, Dave Spano and Brian Jacobsen dive into why a brighter outlook on productivity could ease the Fed’s path, what the latest board moves reveal, and why markets are already talking cuts in 2026. We’ll also discuss the buzz around balance sheet changes. Also, practical tips for family money talks and explore why 2026 could be a big year for estate planning.

Dave Spano and Brian Jacobsen walk you through a week where strong shopping meets mixed economic news in our Week in Review. They also cover tariff updates, election stories, challenges facing retailers and small businesses, a big moment in charitable giving. Later, trending discussions about equity compensation and planning for solo aging.

This week’s Week in Review covers major political moves, from President Trump’s planned trip to Beijing to the launch of the Genesis Mission and the latest readings on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also unpack notable corporate stories, evolving consumer behavior, the data to watch in the week ahead, plus segments on smart ways to gift money and how to think about “Alignment” versus “Accumulation” in retirement.

Dave Spano and Brian Jacobsen break down everything from tariff-driven grocery relief to mixed economic signals heading into the holidays for the Week in Review. They’ll help make sense of what matters now, and what might matter next. We also talk about how parents can build a real plan to help their kids tackle student loans. And later, smart end-of-year decisions for high-net-worth families looking to get organized before 2026.