This week, we discuss the latest market-moving developments, including oil supply trends, geopolitical events, and key themes emerging from earnings season. We also explore what investors should watch for as companies expand their use of AI.  Plus, we break down the new Trump Accounts for children, explain the “retirement smile” and its impact on spending throughout retirement, and share tips for making smarter 401(k) contribution decisions.

Annex Wealth Management's "The Investment Show"

The Investment Show

Saturday, July 18th.  AI, Earnings & Smarter Retirement Planning

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/8e1dcb97-5083-4de4-bf29-b48b017aad81/transcript

Tom Parks 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 ahead.  Plus, segments on entering the 'Retirement Red Zone' and how the younger generation is looking at investing.

Saturday, September 18th. Fed Goes Higher for Longer, but How Long? 

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/2979e7a9-6b40-40ac-bd3f-b4ca0135b5d4/transcript

A growing U.S.-Canada trade fight and a spike in oil prices are creating fresh challenges for the global economy. We break down the impact on inflation, markets, and the Fed, plus what investors should be watching next. And later, a look at what it takes to feel "wealthy" and helping your children with wedding costs.

Saturday, September 12th. Markets Caught Between Tariffs and Oil

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/4a787f3b-e86c-4cb1-8668-b4c3010b9b3c/transcript

Markets got a wake-up call this week as investors rapidly repriced Federal Reserve expectations following Chair Warsh's Jackson Hole remarks, sending Treasury yields to their highest levels since early 2025 and reigniting the debate over whether the Fed could actually tighten into an energy-driven inflation shock. Meanwhile, the labor market continues to flash "no-hire, no-fire" signals, with weak hiring and low quit rates contrasting against still-solid jobless claims and a resilient economy.  We also discuss financial ways to plan for a wedding, and smart ways to use a solid portfolio.

Saturday, September 5th. Higher for Longer? Wall Street Reprices the Fed.  Jobs Numbers UP.

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/64d837fa-166d-4312-9a68-b4bc010a04ac/transcript

Saturday, July 18th. AI, Earnings & Smarter Retirement Planning

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