This week, Mark Beck and Dr. Brian Jacobsen discuss interest rates, earnings season, and what Big Tech report cards reveal about the market. They also break down tax planning opportunities before key 2027 changes take effect. Plus, a look at selling assets in retirement, how AI is reshaping investing, and the potential consequences of tapping your 401(k) too early.

Annex Wealth Management's "The Investment Show"

The Investment Show

Saturday, October 31st.  Big Tech Earnings, Tax Planning, and the AI Investing Revolution

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/e8fba380-5132-45c2-a66c-b4f401093ec0/transcript

This week, we examine the market implications of the recent election results and the latest employment data, and what they may signal for investors moving forward. We also discuss strategies for building healthier financial habits as the new year approaches, explore the concept of the "retirement smile" and how spending patterns often evolve after leaving the workforce, and highlight ways employees can maximize the value of restricted stock units (RSUs) as part of their long-term financial plan.

Saturday, November 7th. Election Outcomes, Employment Trends & Planning for What's Next

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/71deafa1-56b8-4210-9d0e-b4fb016c2e4c/transcript

Semiconductor stocks led markets lower this week as geopolitical risks intensified, with oil prices surging on escalating tensions involving Iran, threats to the Strait of Hormuz, and reports of potential U.S.-Israel strike planning. At the same time, investors weighed signs of diplomatic movement in Ukraine-Russia peace negotiations alongside growing political uncertainty in Israel, France, and other global hotspots. Economic data painted a mixed picture, as a weakening U.S. housing market contrasted with a resilient labor market, while volatility in the Treasury market and shifting expectations for Federal Reserve policy contributed to a broad risk-off tone that pressured technology and chip shares.  Plus, segments on retiring early if you don't like the direction of your company and uncovering Roth confusion.

Saturday, October 24th. Chips Slide as Middle East Tensions Push Oil to Five-Month Highs

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/71402752-d147-4088-8552-b4ed01072727/transcript

Inflation is heating up again, with gas prices driving a bigger-than-expected jump in consumer and wholesale prices. At the same time, shoppers are getting more cautious, CEOs are growing less optimistic, and economic growth is losing some steam. We break down what the latest data could mean for your wallet, the Fed, and the markets.  Open enrollment season is also coming soon, how to look at getting the most out of your benefits and make informed decisions on life insurance plans.

<p>Inflation is heating up again, with gas prices driving a bigger-than-expected jump in consumer and wholesale prices. At the same time, shoppers are getting more cautious, CEOs are growing less optimistic, and economic growth is losing some steam. We break down what the latest data could mean for your wallet, the Fed, and the markets.&nbsp; Open enrollment season is also coming soon, how to look at getting the most out of your benefits and make informed decisions on life insurance plans.</p>

Saturday, October 17th.  Sticky Inflation Meets Slower Growth.

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/0f3e3d2e-3452-4f73-a0e6-b4e700e6d7fd/transcript

Saturday, October 31st. Big Tech Earnings, Tax Planning, and the AI Investing Revolution

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