Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.…

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.By Annex Wealth Management

ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.By Annex Wealth Management

The podcast features Liam McKinney, a strategist, and Brian Jacobson, Chief Economist, discussing the growing trend of private credit among wealthy investors. They note a nearly 25% increase in asset growth for forty act funds in 2024 compared to the previous year, highlighting the rising interest in this space. Private credit, part of the alternat…

Tariff talk as shifting policy changes make for an uncertain environment. Plus, the subject of DOGE sets the boys up to utter 'big balls' at least 7 times.By Annex Wealth Management

Introduction: The episode begins with the notion that many people believe the wealthier you are, the more likely you have your life organized, a perception possibly exaggerated by social media. Main Discussion Points: Misconceptions about Wealth: The hosts challenge the idea that wealth equates to having life together, noting that wealth often brin…

It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millionaire myths (that aren't true).By Annex Wealth Management

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.By Annex Wealth Management

Economic tools for non-economic goals from Donald Trump. Plus, Dave Spano connects Ferris Bueller’s Day Off with the current trade standoff.By Annex Wealth Management

The other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat.By Annex Wealth Management

Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover the Great Baby Boomer Wealth Transfer, insurance coverage (like, how much do you really need?), the role of a Certified Divorce Analyst …

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 rec…

Nightmare Scenarios in Business and Wealth Management: Losing Control of Assets: Lehman compares the panic of losing a weapon in the military to the fear of losing control over one's business or assets due to lack of planning. Succession Planning Failures: Multiple Owners: If a business has multiple owners or potential inheritors (like a farm with …

Did China’s AI bot leapfrog the competition? It sure rattled the markets. Dan and Dave discuss---and Spano makes the point it could have a Capitalism-like twist.By Annex Wealth Management

So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat.By Annex Wealth Management

If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in reti…

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.By Annex Wealth Management

Front and Center: Immigration and Border Security. President Trump has a long list including tax cuts and deregulation. Dave suggests Wisconsin takes the UP back from Michigan.By Annex Wealth Management

Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat.By Annex Wealth Management

The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. Learn more about Key Person Insurance, planning for Generation X, Annex for Business, and the ramifications of inheriting money.By Annex Wealth Management

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.…

First show of 2025. Dan shares more about WISN's extraordinary ratings performance before the guys settle into looking at next week's inauguration.By Annex Wealth Management

Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline.By Annex Wealth Management

A good jobs number led to a down day Friday. Dave Spano and Brian Jacobsen dissect the news as they present our Week-in-Review. Learn more about Roth conversions, questions requiring a 'yes' answer on the way to retirement, and explanation of some common investing terms with Todd Voit, Chief Investment Strategist at Annex.…

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.By Annex Wealth Management

In this episode of "The Wealthiest" podcast, Brandon Lehman and guest Brian Lamborne, a tax law expert, discuss the intricacies of business succession planning, emphasizing the importance of starting this process from the inception of a business. They cover critical aspects like the alignment of business owners, the choice between stock and asset s…

Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.By Annex Wealth Management

The big question for 2025 will be whether inflation continues to slow or if it reaccelerates. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover distribution planning, lifestyle creep, and what's changing for saving and investing in 2025.By Annex Wealth Management

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.By Annex Wealth Management

2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat.By Annex Wealth Management

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.By Annex Wealth Management

This episode of "The Wealthiest" podcast, hosted by Brandon Lehman from Annex Wealth Management, continues the discussion on year-end financial planning for wealthy individuals. Here's a summary of the key points covered: Main Topics: Tax Loss Harvesting: Lehman stresses the importance of this strategy to offset capital gains with losses. He notes …

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.By Annex Wealth Management

The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.By Annex Wealth Management

The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed's announcements. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about 'finfluencers' and if they're worth listening to. Gen X is approaching retirement, what's the latest on thei…

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?By Annex Wealth Management

This episode of Wealthyist focuses on end-of-year financial planning for wealthy individuals. Here's a summary: Key Points Discussed: Year-End Reflection and Planning: As the year closes, it's crucial to reflect on past financial activities and prepare for the next year. This involves enjoying the holiday season but also taking time for strategic f…

Recorded on the day SoftBank announced a $100B investment in the US, Dave and Dan run through 2024 and look ahead to next year.By Annex Wealth Management

Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?By Annex Wealth Management

OPEC cut oil demand growth forecasts for this year and next while Biden is considering stepped up sanctions against Russian oil. What's this mean for markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about business succession planning, the stellar Client Service Manager team, and why one bad presentation shouldn't sour y…

Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch.…

The podcast episode focuses on estate planning in the post-election landscape, emphasizing the need for continued strategic planning despite uncertainties in tax law changes. Here's a summary of the discussion: Post-Election Estate Planning: The conversation begins by addressing the common fear that people might slow down on estate planning after t…

Investor enthusiasm is high but global tensions are on the rise. Dave Spano warns us not to get over our skis.By Annex Wealth Management

The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations.By Annex Wealth Management

Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll dive into Warren Buffett's philosophy on WHAT to share about an estate plan, how things aren't entirely terrible for Gen X, how to avoid letdown in retirement, and questions to ask to see if you're a…

E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. What's Warren Buffett's philosophy on sharing details of estate plans? Amy Kiiskila, wealth strategist with Annex Private client, breaks it down.…

Wealthiest Podcast - Clothier Tim Cornell In this episode of the Wealthiest Podcast, host Brandon Lehman, Director of Annex Private Client at Annex Wealth Management, discusses the evolution of professional attire in the context of wealth and status, with insights from Tim Cornell, a professional clothier from Tom James. Key Points: Post-Pandemic F…

NOTE: This episode includes language that some may find offensive. Not quite NSFW, but keep the volume down when the clip from 'Landman' airs. One of the 'three arrows' of Trump's economic policy is an additional 3 million barrels of oil per day. Expect pushback. Billy Bob Thornton in his Landman role offers a take.…

Moderating inflation drives improved purchasing power while the air has been let out of software. 2025 earnings acceleration is an opportunity but ignoring risk mitigation mimics the turkey's lifecycle.By Annex Wealth Management

A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn more about trusts and wills, steps to selling a business, and how Annex assess insurance needs for clients.By Annex Wealth Management