Mark Beck and Dr. Brian Jacobsen take a closer look at a third quarter that featured record highs, but also revealed growing cracks beneath the surface. They unpack the market’s narrowing leadership, the next chapter in the AI story, rising interest rates, and the economic forces shaping investor sentiment heading into year-end. Despite cautious consumers and lingering uncertainty, strong earnings and a resilient job market continue to provide reasons for optimism. Plus, breaking down the advantages of HSA plans and how to spend money when you're happy with your portfolio.

Annex Wealth Management's "The Investment Show"

The Investment Show

Saturday, October 3rd. Strong Earnings, Weak Confidence

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/e8edc253-a3cd-4eba-881a-b4d90025ccea/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

After a strong run that pushed stocks close to record levels, markets hit turbulence as rising oil prices, persistent inflation concerns, and higher bond yields weighed on investor sentiment. Dave Spano and Dr. Brian Jacobsen break down the week's key developments, from the AI sector's pullback and crude oil's climb toward $100 a barrel to the latest signals from the Federal Reserve and what they could mean for interest rates going forward.
They also explore how shifting economic conditions may impact investors, review important trends in the Treasury market, and discuss practical financial planning topics, including ways to be confident about retirement, life insurance planning and why more adult children are living at home.

Saturday, October 10th. Record Highs to Rising Concerns: What Changed This Week?

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/d293368a-2d5a-47fc-825a-b4df00f32bf8/transcript

It was a week of big headlines and even bigger market swings. From AI-driven optimism and trillion-dollar tech milestones to soaring bond yields and oil prices topping $100 a barrel, investors had plenty to digest. We break down what it all means, why the Fed may not be finished raising rates, and how inflation remains the story driving markets.

Saturday, September 26th. The Bond Market Is Shaken, Not Stirred

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/668de26d-80e8-41a0-ab79-b4d2001b81b1/transcript

Saturday, October 3rd. Strong Earnings, Weak Confidence

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