Annex Wealth Management Show
Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning.
- Indexed episodes, last 90 days
- 23
- Latest publication
- Sep 20, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest episodes
Money Talk - The Annex Wealth Management Show | (Sunday) 09/20/26 (opens the original)
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CEO Dave Spano and Dr. Brian Jacobsen unpack the Fed’s latest rate hike, explain why inflation still isn’t passing the sniff test, and discuss what rising long-term interest rates mean for investors. They break down surprisingly strong U.S. economic data, from hot retail sales to business spending, while contrasting it with China’s ongoing economic struggles. The conversation also explores how oil market disruptions, global geopolitics, and policy uncertainty could shape markets in the months ah
Annex Wealth Management Show | 09/17/26 (opens the original)
Money Talk - The Annex Wealth Management Show | (Sunday) 09/13/26 (opens the original)
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Trade tensions between the U.S. and Canada are escalating, with new tariffs and trade restrictions beginning to ripple through supply chains and businesses on both sides of the border. At the same time, rising conflict in the Middle East has pushed oil prices higher, adding new pressure to inflation and market expectations. We'll explore what it all means for consumers, investors, the Federal Reserve, and how to prepare for key retirement milestones as the "Silver Tsunami" gains momentum.
Annex Wealth Management Show | 09/10/26 (opens the original)
Money Talk - The Annex Wealth Management Show | (Sunday) 09/06/26 (opens the original)
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Mark Beck and Dr. Brian Jacobsen break down a week that shook up Wall Street as investors dramatically shifted their expectations for the Federal Reserve following Chair Warsh's Jackson Hole comments, pushing Treasury yields to their highest levels in more than a year and sparking fresh debate about the path of interest rates. They also examine a labor market stuck in a "no-hire, no-fire" mode, rising oil prices tied to growing Middle East tensions, and what the Fed's latest Beige Book reveals a
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