Money Talk: The Annex Wealth Management Show - SWFL
The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a…
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 6, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
Sunday, September 6th. Hot Jobs, Higher Yields, Bigger Questions. (opens the original)
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Mark Beck and Dr. Brian Jacobsen unpack a week that turned Wall Street on its head. Markets rapidly repriced Federal Reserve expectations after Chair Warsh's Jackson Hole remarks, driving Treasury yields to their highest levels in over a year and raising fresh questions about whether the Fed could become even more aggressive in its fight against inflation. They also dive into a surprisingly strong jobs report that challenged the summer slowdown narrative, while a labor market stuck in "no-hire,
Sunday, August 30th. Jackson Hole, Bond Market Swings & the AI Rally. (opens the original)
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This week, Dave Spano and Dr. Brian Jacobsen break down the economic and market developments shaping investors' outlooks. From Fed Governor Kevin Warsh's highly anticipated Jackson Hole remarks and persistent inflation pressures to signs of a slowing consumer, they examine the mixed signals emerging from the U.S. economy and what they could mean for interest rates. They also discuss Treasury buybacks, volatility in the bond market, easing oil prices, and Nvidia's latest earnings-driven surge tha
Sunday, August 23rd. $40 Trillion Problems: The Treasury Steps In. (opens the original)
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Treasury Secretary Scott Bessent made a rare move to calm a bond market rattled by surging long-term interest rates and a national debt that has climbed past $40 trillion. But did the intervention steady the ship, or shine a spotlight on even deeper concerns facing investors? This week, Dave Spano and Dr. Brian Jacobsen break down the bond market drama, the Fed's tougher tone on inflation, rising oil prices, a weakening dollar, and what the growing gap between Walmart and Target says about the s
Sunday, August 15th. The Inflation Illusion: Why Prices Still Hurt (opens the original)
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Cooling inflation, softer consumer spending, stronger small-business optimism, and rising markets: this week's economic data offered something for both optimists and skeptics. Dave Spano and Dr. Brian Jacobsen break down the latest inflation reports, what they may signal for Federal Reserve policy, why consumers are still feeling pressure from higher prices, and what upcoming jobs data could reveal about the economy's direction. This discussion is for informational purposes only and is not inten
Sunday, August 9th. After the Earnings Rush: What's Driving Markets Now? (opens the original)
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Join Dave Spano and Dr. Brian Jacobsen as they sort through another week of earnings season winners and losers and a historic intervention in the yen with renewed volatility in oil prices. They also discuss how the new Fed Chair could shape market expectations and monetary policy in the months ahead. Plus, practical advice on avoiding costly retirement rollover mistakes, overcoming "money guilt," and staying focused on a financial plan built for your goals.
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