5-30-26 Hot Inflation Cold Incomes and an AI Divide

Inflation is still running hot while real incomes quietly slip, creating a growing disconnect beneath record market levels. This week we break down why investors are focused on strong corporate results even as consumers grow more selective with their spending across retailers like Costco, Dollar Tr…

5-23-26 What Does a new Fed Chair Mean?

This week we unpack a fast-moving mix of global headlines and what they really mean for your money, from rising tensions overseas to new policy shifts that could reshape housing and trade. We break down the latest economic data and what the Federal Reserve is signaling about inflation, interest rat…

5-16-26 The End of an Era

Big global moves this week as the US and China reopen trade channels on beef, oil, and agriculture, even as tensions flare over Taiwan. Meanwhile, political shakeups hit both sides of the Atlantic with Kevin Warsh narrowly taking the helm at the Fed and the UK prime minister stepping down after mar…

The Annex Wealth Management Show 5-9-26

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

5-2-26 The Earnings Season Results.

This week, Dave Spano and Dr. Brian Jacobsen cut through a high‑stakes mix of geopolitics and monetary policy, from escalating Middle East tensions and OPEC fractures to the head‑scratching call for rate hikes amid elevated oil prices. They examine a sharply divided Fed, louder hawkish signals from…

The Annex Wealth Management Show 4-25-26

This week, we look ahead to what less Fed forward guidance could mean for rate volatility, why strong balance sheets may become a market advantage, and how global energy flows could quietly shift away from geopolitical chokepoints. Plus, the political noise shaking markets. Also, uncovering the ne…

The Annex Wealth Management Show 4-18-26

This week, we discuss the sudden halt of Kevin Warsh’s nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book full of uncertainty, and if the economy feels less like a recession.  Plus, clea…

The Annex Wealth Management Show 4-11-26

This week, we break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge.  What…

The Annex Wealth Management Show 4-4-26

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

The Annex Wealth Management Show 3-28-26

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.