Money Talk: The Annex Wealth Management Show - Milwaukee

This week, semiconductor stocks helped lead the market lower as investors navigated a fresh wave of geopolitical and economic uncertainty. Oil prices surged amid escalating tensions involving Iran, growing concerns over the Strait of Hormuz, and reports of potential U.S.-Israel military planning, while developments in Ukraine-Russia peace talks offered a measure of optimism. Meanwhile, mixed U.S. economic data, rising Treasury market volatility, and shifting expectations for Federal Reserve policy fueled a risk-off environment that weighed on technology shares and investor sentiment. Dave Spano and Dr. Brian Jacobsen break down what these global developments could mean for investors.  Plus, segments on smarter money habits heading into retirement and a major dispute with a celebrity estate.

Inflation is heating up again, with rising gas prices pushing the latest inflation readings above expectations while signs of a slower economy begin to surface. CEO Dave Spano and Dr. Brian Jacobsen break down what the latest data, market reaction, and global economic risks mean for investors, including concerns about mounting fiscal pressures overseas. Plus, practical insights on contribution strategies and how direct indexing can help investors personalize their portfolios.

As markets flirted with record highs before stumbling on renewed inflation and oil price concerns, Dave Spano and Dr. Brian Jacobsen break down the week's biggest economic and market-moving developments. They discuss the AI trade's sudden wobble, crude oil's march toward $100 a barrel, rising consumer inflation expectations, and what the latest Fed minutes signal about the path of interest rates. Plus, they examine Treasury market trends, surging bond yields, and what it all means for investors navigating an increasingly uncertain landscape.  We also discuss life insurance planning and how to decide who gets listed as the taxpayer in a marriage.

Dave Spano and Dr. Brian Jacobsen break down a third quarter that looked strong on paper but told a very different story underneath. From the narrowing market rally and shifting AI narrative to rising Treasury yields, renewed Fed tightening, and persistent geopolitical uncertainty, they separate the headlines from the fundamentals. They also explore why corporate profits and the labor market remain remarkably resilient even as consumer confidence continues to lag. Plus, Marti Wronski, Chief Operating Officer of the Milwaukee Brewers, joins the show to share her leadership journey and what it takes to help run a Major League Baseball organization.  Also, when a co-worker retires, what are they planning and how did they get there financially?

Stocks surged on AI enthusiasm, Treasury yields climbed to levels not seen since before the financial crisis, and oil volatility reignited fears that inflation could stick around longer than expected. Dave Spano and Dr. Brian Jacobsen discuss the current state of tariffs, the Fed, energy markets, and the economic forces shaping the weeks ahead.  Plus, using the new Trump accounts and how the high-net worth look at spending money later in life.