Annex Wealth Management Show

Trade tensions between the U.S. and Canada are escalating, with new tariffs and trade restrictions beginning to ripple through supply chains and businesses on both sides of the border. At the same time, rising conflict in the Middle East has pushed oil prices higher, adding new pressure to inflation and market expectations. We'll explore what it all means for consumers, investors, the Federal Reserve, and how to prepare for key retirement milestones as the "Silver Tsunami" gains momentum.

Mark Beck and Dr. Brian Jacobsen break down a week that shook up Wall Street as investors dramatically shifted their expectations for the Federal Reserve following Chair Warsh's Jackson Hole comments, pushing Treasury yields to their highest levels in more than a year and sparking fresh debate about the path of interest rates. They also examine a labor market stuck in a "no-hire, no-fire" mode, rising oil prices tied to growing Middle East tensions, and what the Fed's latest Beige Book reveals about the AI boom's impact on the real economy. Plus, practical planning topics including how to make the most of your Health Savings Account and smart strategies for tackling student loan debt.

This week, Dave Spano and Dr. Brian Jacobsen unpack the biggest economic and market stories, including Fed Governor Kevin Warsh's closely watched Jackson Hole remarks and the implications for interest rates. They discuss stubborn inflation, signs of a slowing consumer, and why stronger-than-expected second quarter spending data paints a different picture than current sentiment. They also cover Treasury buybacks, falling oil prices, Nvidia's latest surge, and what it all means for investors.  Plus, we discuss the proposed Trump account regulations and how to approach retirement planning when your career goals and workplace direction no longer align.