Hosted by Brian Jacobsen, Chief EconomistBy Annex Wealth Management

Rather than a trade war, which implies retaliation, we'll examine the latest trade policy developments and analyze Friday's jobs report. Our ongoing coverage of the One Big Beautiful Bill continues with insights on its tax implications and three key considerations for parents. Additionally, we'll discuss planning for blended families, essential pre…

July’s report arrives as policymakers navigate conflicting economic narratives. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. Our ongoing coverage of the One Big Beautiful Bill includes tax analysis and three key considerations for parents planning for their children.By Annex Wealth Management

Does college prepare one for post-graduation? What makes workplace culture a game-changer? Get the inside scoop, because every step counts.By Annex Wealth Management

In this episode of "Wealthyist," hosted by Brian Lambourne, senior wealth strategist at NX Private Client Group, the focus is on tax-aware investing and aligning financial strategies with clients' purposes. Brian introduces Anthony Malachnik, a new senior wealth manager at Annex Private Client, who shares his background and his experience working w…

The U.S. has secured a series of favorable trade deals, most notably with the European Union, positioning itself as a dominant global economic force while pressuring China ahead of a looming deadline. Meanwhile, concerns grow over the long-term impact of tariffs, Federal Reserve tensions, and rising national debt. Tune in to The Difference, with Da…

Hosted by Matt Morzy, Director of Research.By Annex Wealth Management

Learn how to work smart, lift hard, and shoot for the stars, even though they may be big and scary.By Annex Wealth Management

The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar. What does it mean to be asset rich and cash poor? Impacts of the Big Beautiful act on charitable giving.By Annex Wealth Management

The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar. What does it mean to be asset rich and cash poor? Impacts of the Big Beautiful act on charitable giving.By Annex Wealth Management

Join Dan O'Donnell and Dave Spano on The Difference, where in this episode they examine the palpable tension between President Trump and Chairman Powell, as well as trade negotiations, interest rate strategies, and the fallout from some major political events.By Annex Wealth Management

Hosted by Ken Bellinger, Research Analyst.By Annex Wealth Management

Nine interns speak on their big break this summer, and how other students can find an amazing internship, too.By Annex Wealth Management

Despite challenging weather, the economy could gain momentum once the tariff "deadline" passes, with the One Big Beautiful Bill’s tax incentives spurring investment and growth. Join Brian Jacobsen for our Week-in-Review. Plus, meet the newest member of the Annex Private Client team, explore six key benefits of trusts, learn how Annex supports clien…

Recent data indicate the U.S. economy is gaining stronger footing than anticipated. Industrial production increased by 0.3% in June, surpassing expectations, and retail sales rebounded with a 0.6% rise. Join Brian Jacobsen for our Week-in-Review. Also on the show, we introduce the newest member of the Annex Private Client team and share tips to add…

In this episode of Wealthyist podcast, hosts Brian Lamborne, a senior wealth strategist, and Alec Durand, an estate planning attorney with Annex Wealth, discuss the implications of the recently passed One Big Beautiful Bill Act in the context of the Tax Cuts and Jobs Act of 2017 (TCJA). The TCJA, effective since 2018, doubled the federal estate tax…

Dan O'Donnell and Dave Spano unpack the economic balancing act facing the U.S.—from looming tariff deadlines and ballooning deficits to Fed uncertainty and the long-term sustainability of entitlement programs. Tune into The Difference as they dive in.By Annex Wealth Management

Hosted by Brian Jacobsen, Chief Economist.By Annex Wealth Management

The NFIB Small Business Optimism Index dipped slightly in July, with "taxes" emerging as the top concern for small businesses—though recent policy changes may ease this burden. Plus, the NY Fed’s June survey reveals year-ahead inflation expectations have cooled to 3%. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our po…

One Big Beautiful Bill 2025 provisions like business incentives, no taxes on tips or overtime, bigger deductions, and child tax credits could have immediate impact. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover myths about taxes as well as a discuss proper planning for Passion Assets like cars, art, and wine.…

Episode Focus: The episode explores the lifestyles, choices, and strategies of the wealthy, with a specific focus on their interest in exclusive and rare wines, wine trends, and the art of collecting and storing wine. Key Points Discussed: A Memorable Wine Hunt Story: Ben from Waterford Wine (https://waterfordwine.com/) shares a story from 20 years…

A campaign promise was made, and that campaign promise was met. Dan O'Donnell and Dave Spano react to the Big Beautiful Bill passing into law and the subsequent reactions on The Difference.By Annex Wealth Management

Hosted by Jason Cooper, Director of Equity ResearchBy Annex Wealth Management

Economists anticipated a slowdown in job growth due to uncertainties surrounding trade and fiscal policies, but the data tells a different story. Brian Jacobsen shares insights in our Week-in-Review. This episode also covers key topics, including the steps to selling a business, the role of a Certified Divorce Financial Analyst at Annex, strategies…

In June, hiring surpassed expectations with 147,000 new jobs added. What does this mean for the Federal Reserve's next decision? Brian Jacobsen breaks it down in our Week-in-Review. Plus, learn how to plan for receiving an inheritance. Also, one of our Estate Planning attorneys shares key insights on transferring a family vacation property to the n…

Hosted by Matt Morzy, Director of Research.By Annex Wealth Management

The Fed initially suggested that tariffs would gradually raise prices while slowing growth more gradually. However, recent trends show growth declining faster than inflation is rising. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss this shift and other key topics. The episode also concludes our Financial Jargon series, explores the 4%…

Will U.S. strikes on Iran's uranium enrichment sites bring Iran back to the negotiating table? Markets have reacted positively. Join Dave Spano and Brian Jacobsen for our Week-in-Review. We’ll also conclude our Investment Jargon series and explore the connection between better health and avoiding tax surprises.…

This week's episode of Wealthyist podcast, hosted by Kent Helene, Associate Wealth Manager at Annex Wealth Management, features a conversation with Sandy Wysocki, Executive Director of the Sharon Lynne Wilson Center for the Arts. The episode explores the intersection of arts, philanthropy, and financial planning, particularly for high-net-worth ind…

Hosted by Jason Cooper, Director of Equity ResearchBy Annex Wealth Management

Recent data, including negative first-quarter GDP growth, rising initial jobless claims, and declining consumer inflation, suggests a case for a rate cut rather than a pause. However, the Federal Reserve opted to pause. Dave Spano and Brian Jacobsen discuss this in our Week-in-Review. Also on the show, learn how Annex tailors investment and retirem…

Will the U.S. get involved in the Israel-Iran conflict? Russia's Dmitriev suggests that Russia, the U.S., and Saudi Arabia may collaborate to stabilize oil markets amid rising prices. In this week's show, Dave Spano and Brian Jacobsen present the Week-in-Review. Additionally, we begin a two-part series on decoding financial jargon. Also, what are t…

In episode 25 of "Wealthyist," Annex Private Client Wealth Strategist Brian Lamborne discusses charitable giving with Jason Kohout, Chair of the Family Office area at Foley and Lardner and director of the Wisconsin Philanthropy Network. Kohout, an estate planner, focuses on helping clients with wills, trusts, tax planning, and charitable contributi…

Hosted by Derek Felske, Chief Investment Officer.By Annex Wealth Management

On Friday morning, news of Israel's strike on Iran greeted most, heightening investor concerns. In line with historical trends, bond yields have dropped, oil prices have climbed, and stock markets have faced declines. In this Week-in-Review, Dave Spano and Brian Jacobsen share their perspectives. The program also delves into the rising trend of "gr…

The ongoing tensions between Israel and Iran are weighing on investors' minds. Consistent with historical patterns, bond yields have declined, oil prices have surged, and stock markets have experienced declines. In the Week-in-Review, Dave Spano and Brian Jacobsen provide their insights. Additionally, the program explores the concerning rise of "gr…

In this episode of "Wealthyist" podcast, host Brandon Lehman interviews Dale Kooyenga, president of the Metro Milwaukee Association of Commerce, about economic development in the Milwaukee region, specifically the Milwaukee Seven (M7), which represents seven counties in southeast Wisconsin: Milwaukee, Kenosha, Ozaukee, Racine, Walworth, Waukesha, a…

In this episode of the Wealthyist podcast, hosts Brian Lambourne and Alec Durand discuss the common misconception that forming an LLC is primarily for tax benefits. They clarify that the primary purpose of an LLC (Limited Liability Company) or corporation is to limit liability for business owners, not to provide tax advantages. Key points include: …

Hosted by Brian Jacobsen, Chief Economist.By Annex Wealth Management

The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown in Q1 2024. Uncertainty is driving caution among businesses and consumers, impacting growth. Brian Jacobsen discusses this in our Week-in-Review, alongside topics like common financial mistak…

The Beige Book highlights economic slowdown and a cooling services sector, though the employment situation report remains relatively stable. In the defensives versus cyclicals debate, recent updates from Campbell's, Dollar General, Dollar Tree, Kimberly-Clark, and Procter & Gamble provide valuable insights. Brian Jacobsen shares our Week-in-Review.…

In this episode of The Difference, hosts Dan O'Donnell and Dave Spano, CEO of Annex Wealth Management discuss the "TACOS" acronym (Trump Always Chickens Out), coined by critics like the Financial Times. They analyze Trump's tariff strategies, particularly the delayed TikTok ban and trade negotiations with countries like China, the UK, and Switzerla…

Hosted by Derek Felske, Chief Investment Officer.By Annex Wealth Management

In this episode, hosts Dave Spano and Brian Jacobsen break down the Week-in-Review. Consumer confidence rebounded in May, boosted by lower tariffs on China, which lifted expectations after hitting a five-year low in April. Despite fluctuating emotions, consumer spending remains steady, supported by stable employment as initial unemployment claims r…

On today's Week-in-Review, hosts Dave Spano and Brian Jacobsen explore the recent market reactions to court rulings on tariffs, likening them to a "Red Light, Green Light" game. Markets surged Wednesday when tariffs were paused and continued to rally Thursday when they were upheld. The episode also delves into equity compensation and provides an ov…

In this episode of the Wealthyist podcast, hosted by Brandon Lehman, Director of Private Client, the focus is on the booming global pet care market, valued at $247 billion in 2023 and projected to reach $425 billion by 2032. Lehman interviews Allen Kline, owner of K9 Resorts of Brookfield, a luxury dog daycare and boarding facility branded as the "…

Hosted by Ken Bellinger, Research Analyst.By Annex Wealth Management

Different companies adopt varied strategies in response to tariffs, showcasing the strength of capitalism. However, investors face the challenge that companies absorbing tariff costs may see reduced earnings. In our Week-in-Review, Dave Spano and Brian Jacobsen explore this and other key topics. Separately, we examine why more individuals are optin…

On April 9th, the pause on high reciprocal tariffs, followed by a reduction in tariffs on Chinese goods from 145% to 30%, sparked a surge in shipping activity. This creates a prime opportunity for businesses and households to acquire goods at lower costs. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss key insights. Also on the show, w…

Economic and political risks, who's spending whose money? Dan O'Donnell and Dave Spano discuss attempted cost reductions and slowed-down spending on The Difference.By Annex Wealth Management