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

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

Q1 earnings season is in full swing, with S&P 500 earnings growth surpassing expectations, rising 13.4% year-over-year against the Street’s forecast of 7.0%, as Dave Spano and Brian Jacobsen explore in our Week-in-Review. Curious if Annex is right for you, how to avoid retirement disappointment, or what stages lie beyond go-go, slow-go, and no-go? …

This week, a 90-day U.S.-China trade deal truce boosted stock markets and eased recession fears, but small businesses remained pessimistic as shown by the NFIB index, while retail sales and industrial production data were mixed. Despite stable CPI and declining PPI, Walmart’s warning about potential price increases due to tariffs highlighted ongoin…

The podcast "Wealthyist," hosted by Carl Holzem, a client service manager and golf enthusiast, explores the lifestyles and strategies of wealthy individuals, focusing on their affinity for golf. Joined by Rob Jansen, Executive Director of the Wisconsin State Golf Association (WSGA) since 2011, the episode delves into golf's appeal to the affluent a…

It might be something in the air in Switzerland, but the United States and China were able to lay the groundwork for a deal that could change more than tariffs. The markets are responding. Dan and Dr. Brian Jacobsen talk about what may be impacted.By Annex Wealth Management

Hosted by Jason Cooper, Director of Equity Research.By Annex Wealth Management

While a UK deal progresses, trade tensions with China take center stage as Treasury Secretary Scott Bessent heads to Switzerland this weekend for early talks. We continue Spring Cleaning with Part Two of our Investment series, exploring key questions. Also on the show: What should you do with unused education funds like 529s? Are you prepared to av…

The UK and US strengthen ties, but China's exports to the US have sharply declined. Could this weekend's Switzerland talks pave the way for a resolution? Meanwhile, the Federal Reserve holds interest rates steady, despite the President's frustration. Brian Jacobsen shares our Week-in-Review, and we continue Spring Cleaning with part two of our inve…

This episode of Wealthiest, hosted by Alec Durand and Brian Lamborn, attorneys at Annex Wealth Management, focuses on the importance of "spring cleaning" for corporate records, particularly for small business owners. They emphasize the need to maintain and update corporate paperwork to ensure legal compliance, protect personal assets, and enhance b…

Tariff clarity remains elusive as tax policy stays murky. Fresh from another round of White House radio shows, Dan O'Donnell and Dave Spano reconnect to discuss a week where the S&P 500 revisited Liberation Day levels.By Annex Wealth Management

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

The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, translating to a modest quarterly decline of about 0.07%—essentially flat. Meanwhile, Friday's jobs report surpassed expectations. What does this mean for the markets? Join Dave Spano and Brian Jacobsen for the Week-in-Review. Plus, it’s time for spring cleaning …

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.…

In this episode of Wealthyist, host Brandon Lehman, director of Annex Private Client, interviews Charlie Dixon, president of Schwanke-Kasten Jewelers in Milwaukee, to discuss the luxury watch industry, its evolution, and trends. The conversation covers the following key points: Introduction to Watches: Lehman shares his personal connection to watch…

By Annex Wealth Management

Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve’s Beige Book raised concerns about an economic slowdown, but S&P Global PMIs held steady, though not stellar. Brian Jacobsen breaks it down in our Week-in-Review. We also dive into how A…

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 m…

In this episode of Wealthyist podcast, host Brandon Lehman, director of Annex Private Client, discusses estate planning with a focus on inherited gold and jewelry. He is joined by Charlie Dixon, president of Schwanke Cash and Jewelers. Key points include: Rising Gold Prices: With gold at $3,400 per ounce (up over $1,000 from last year), estates wit…

Market gains rarely move in a straight line. As the next round of earnings calls approaches, Dave Spano will be listening for key insights from corporate leaders. Meanwhile, Dan O'Donnell warns that we may be in the calm eye of a looming debt hurricane.By Annex Wealth Management

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

U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs on other goods. But is this boom a fleeting high? Join Dave Spano and Brian Jacobsen for our Week-in-Review as they unpack what’s next for the economy. Plus, we’re diving into retirement pla…

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.…

In this episode of "Wealthyist," host Brian Lamborn, Senior Wealth Strategist at Annex Wealth Management, continues his discussion with Ryan Klund from the National Christian Foundation (NCF) about charitable giving, focusing on donor-advised funds (DAFs) and their role in wealth planning. The conversation contrasts DAFs with private foundations, p…

It's a 50/50-coin flip. Made even more complicated by shifting messages. Dave Spano and Dan O'Donnell chop up the latest.By Annex Wealth Management

Hosted by Jason Cooper, Director of Equity Research.By Annex Wealth Management

It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about strategies for business owners who are asset rich/cash poor. What is Warren Buffet's estate planning philosophy? Should you list…

Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset rich, yet cash poor leads to challenges. Learn more how Annex Private Client is equipped to assist.By Annex Wealth Management

In this episode of "Wealthyist," host Brian Lamborne interviews Ryan Klund from the National Christian Foundation (NCF). The two met at an Exit Planning Institute event and discovered overlapping interests between Annex Wealth Management, where Brian works, and NCF. Ryan introduces NCF as the largest Christian donor-advised fund, designed to assist…

It's a tight game being played. Art of the Deal or potentially turning the midterms upside down? Dan and Dave discuss the week after Liberation Day.By Annex Wealth Management

Hosted by Dr. Brian Jacobsen, Chief EconomistBy Annex Wealth Management

In investing, enduring volatility is simply the price of admission for long-term gains. Last week was about buckling up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about our Financial Literacy Month series of webinars, planning for medical professionals, prenuptial agreements and more.…

Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt like an operation performed without anesthesia. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about our series of Financial Literacy Month webinars and Ask Annex returns with a q…

This episode of Wealthyist, hosted by Brandon Lehman of Annex Wealth Management,is based on his recent observations from eight weeks of work-related travel. Central Question: "What’s Next After Retirement?" Lehman notes a recurring question from successful executives nearing retirement: “What do I do next?” Many have thrived in corporate life, amas…

Recession predictions are on the rise. Liberation Day is April 2nd. Will that be enough for our Master-Negotiator-In-Chief?By Annex Wealth Management

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

Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover behavioral finance during times of volatility, estate planning roles, and the 4 types of retirees.By Annex Wealth Management

With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors.…

The podcast "Wealthyist," hosted by Brandon Lehman, Director of Annex Private Client, addresses the common question posed at mergers and acquisitions conferences: "How do I even get started?" with regard to transitioning out of a business while ensuring a prosperous life post-exit. Lehman explores various exit strategies beyond the humorous option …

Were we due for an economic detox? Dan and Dave discuss tariffs and tactics.By Annex Wealth Management

Hosted by Brian Jacobsen, Chief EconomistBy Annex Wealth Management

Fed projections had a faint aroma of stagflation. What's that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Cash Balance Plans, how Annex clients stay sharp in retirement, and why automatic 401k enrollment might be leading to less-than-desirable decisions.…

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 usi…