Fasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, the 4 phases of retirement, part-time retirement, and how to approach aging parents who might need additional planning assistance.
Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts will be too little and too late. Dave Spano and Brian Jacobsen present the Week-in-Review. Ask Annex is back along with a solid segment about aging parents. Robert Chastain covers milestone birthdays that serve as reminders to key retirement planning considerations.
Companies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle for wealth transfer, and the role of a Certified Divorce Financial Analyst at Annex Wealth Management.
Call it the Trump trade, small caps over large, value over growth. Learn more about the great Boomer Wealth Transfer, the silver lining of delayed retirement, prenups---and a few interviews from this past week's Republican National Convention.
A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.
What matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What are 6 things you might not want to inherit? We've got the list. Learn more about our Investment Committee, remarriage and estate planning, and what IS and ISN'T financial planning.
Seeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4 types of retirees, what NOT to do when retirement planning, and a look at HENRY's (High Earners, Not Rich Yet). We'll also spend some time with Jeff Pierce, new president and COO of Annex Wealth Management.
Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-time retirement, and mistakes that 30 and 40 somethings make on the way to retirement.
Four members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover financial planning for medical professionals, business succession planning, and what you might encounter in the first 6 months of retirement.
Will growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about what to do in the first year of widowhood, why it's not a good idea to cash out a 401k, and how lifestyle creep is destructive.
Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.
A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.
CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.
Dave Spano and Brian Jacobsen present the Week-in-Review. What's the latest with the possible cut to Social Security benefits in 2035? Naples Branch Director Robert Chastain covers 6 items you might not want to inherit.
Look at Apple: low expectations going into earnings made it easy to beat. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are 6 benefits to setting up a trust? What happens during the Annex Wealth Management portfolio review? And what are 5 reasons to consider increasing your 401k contribution?
Mixed bag this earnings season. Dave Spano and Brian Jacobsen present our week-in-review. We'll also dive into the importance of tax planning (based on tax filing) as well as the return of volatility. Branch Director Robert Chastain has some thoughts on avoiding boredom in retirement.
A stumbling bull or an awakening bear? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll tackle the challenges Generation X faces during financial and retirement planning. What's the role of a Certified Divorce Financial Analyst at Annex? We'll cover that as well as Ask Annex, a visit with Robert Chastain, and Estate Planning roles.
Unemployment claims are low. Wages are rising. It's not a stagflation environment. Dave Spano and Brian Jacobsen cover the week to start the show. Are certain 401k benefits underrated? We put that question to our Director of Retirement Plan services. If you're a Grandparent, there are many opportunities to bless your Grandchildren in life-changing ways, we'll cover a few.
Mark Beck and Brian Jacobsen present the week-in-review and decode more Fed speak. Can you trust what social media recommends for investing? What are the ramifications of inheriting money?
Are we there yet with rate cuts? The most hawkish member of the Board says it could only be a couple more months before he has confidence that they could cut. What's that mean looking ahead? Dave Spano and Brian Jacobsen discuss. We'll also cover our Annex Executive program, how to rate your 401k, and the dangers of fortune hunters and gold diggers.
S&P Global PMI for US manufacturing has been above 50 three months in a row. What's the mean for the broader market? Dave Spano and Brian Jacobsen cover that and more during our week-in-review.
Credit spreads are tight and got tighter because growth looks fine. It's the inflation picture that's uglier. Dave Spano and Brian Jacobsen review the week. We'll also cover 401k millionaires, aging in place, and traditional vs Roth 401ks.
A new jobs number, the same two presidential candidates, and a Fed with decisions to make. Dave Spano and Brian Jacobsen present our week in review. Later in the show, we'll investigate the value of an advisor, election year myths, and business succession planning.
What if the Fed doesn't cut in 2024? They probably will, but there's a growing risk that they won't. "If it ain't broke, don't fix it?" Learn more about the 4 phases of retirement, part time retirement, how the millionaire next door does it, and what the IRS has planned as it steps up enforcement.
Fed officials have repeated what they’ve been saying: rather err on the side of cutting later than sooner and will discuss tapering QT in March. Dave Spano and Brian Jacobsen cover it all during our week-in-review. Learn more about remarriage and estate planning, fears and solutions in retirement, and ways to age in place.
Fed and markets finally seeing "eye-to-eye" on the future of rate cuts. Markets went from 6 cuts starting in March to 3 starting in July. That's much more reasonable. Brian Jacobsen and Mark Beck review the week. We'll also cover financial planning for medical professionals, the great Baby Boomer Wealth Transfer, and learn more about an upcoming presentation preparing for the 'unexpected'.
The Fed admits they were slow to respond to inflation, but March is too early for a cut. Dave Spano and Brian Jacobsen cover it all during our week in review. Find out more about IRS audits and ways to avoid red flags.
Blame the groundhog for our chilly weather. Do we blame the huge jobs number for the Fed slow-walking interest rate cuts? Dave Spano and Brian Jacobsen look at last week (that contained a LOT of earnings reports). We'll also explore the 4 types of retirees, the increase in Gray Divorce, and the steps to selling a business.
Take a bow consumers, you powered Q4 GDP. Join Dave Spano and Brian Jacobsen for our Week-in-Review. They'll cover the latest in earnings and what might be the end of scattered rolling recessions. Learn more about our Investment Committee, election year myths, Annex Ignite, and why planning for life 'in' retirement sometimes falls short.
The Fed is open to tapering quantitative tightening. They don't want banks to come under undo pressure since small/regional banks are still struggling with CRE and deposit flight. What's that mean for the markets? Dave Spano and Brian Jacobsen discuss during the week-in-review. Learn more about Spousal Social Security, business succession planning, the ramifications of inheriting money, and why its not a good idea to cash out a 401k.
