Saturday, November 23rd. Trading one uncertainty for another

Money Talk: The Annex Wealth Management Show - Milwaukee

#Trading #Business News #Business #News #Danny Clayton #Annex Wealth Management #Wealth Management #Financial Markets #Investing #Financial Planning

22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

год назад 33:55

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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.

140 эпизодов

Money Talk: The Annex Wealth Management Show - Milwaukee

Saturday, November 23rd. Trading one uncertainty for another

Money Talk: The Annex Wealth Management Show - Milwaukee

published год назад

MP3•Главная эпизода

140 эпизодов

#Trading #Business News #Business #News #Danny Clayton #Annex Wealth Management #Wealth Management #Financial Markets #Investing #Financial Planning

Все серии

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, March 22nd. The faint aroma of stagflation. 33:44

3 дня назад33:44

33:44

The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance Plans and why are they so powerful for the right company situation? Tom Parks from our Retirement Plan Services team outlines why auto enrollment in 401ks are leading to the slippery slope of employees using them for emergency funds.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, March 15th. Growth: From Bump to Slump? 33:34

10 дней назад33:34

33:34

Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on volatility this week: historically, psychologically, and via the lens of our recent Navigating the Market presentations.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, March 8th. March. In like a lion. 33:52

17 дней назад33:52

33:52

Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover investing diversification and Ask Annex has a question about short selling.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, March 1st. Consumer confidence drops. 33:30

24 дня назад33:30

33:30

Consumer confidence in February fell 7 points, the biggest drop since August 2021. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle them with a well-constructed estate plan.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, February 22nd. Hitting the pause button. 34:12

4 weeks назад34:12

34:12

Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Review. If you've got a family cabin/cottage/camp/hideaway, what is the best way to pass it to the next generation? High five for 401ks; participation has now crossed 50% of employees. Tom Parks of our Retirement Plan Services department has the details.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, February 15th. Lots of tariff talk, but little action 33:46

5 weeks назад33:46

33:46

25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, February 8th. Not a trade war. Yet. 33:53

6 weeks назад33:53

33:53

Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids with money ' event on the 20th.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, February 1st. DeepSeek week. More questions than answers. 33:56

7 weeks назад33:56

33:56

The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses. Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and recap an Axiom poll using 20/20 hindsight.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, January 25th. Policy: Getting down to business. 33:46

8 weeks назад33:46

33:46

High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing? Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, January 18th. Here come the earnings. 34:00

9 weeks назад34:00

34:00

S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and why do even small companies need to consider it? Ask Annex looks at chasing returns and the viability of cryptocurrency.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, January 11th. How 'bout that job number? 33:34

10 weeks назад33:34

33:34

The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, January 4th. Out with the old, in with the new. 33:39

11 weeks назад33:39

33:39

A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023. Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, December 28th. Year-in-Review 27:29

12 weeks назад27:29

27:29

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, December 21st. The Grinch Returns. 33:51

13 weeks назад33:51

33:51

When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week, what's a Finfluencer and should you listen to them?

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, December 14th. Bracing for a trade war. 33:54

14 weeks назад33:54