Annex Wealth Management Show

This week’s episode sharpens the focus on major, politically driven developments, from the SEC’s push to rethink decades-old reporting rules to the high-stakes uncertainty surrounding the Strait of Hormuz. Dave Spano and Dr. Brian Jacobsen unpack key economic signals, including tighter bank lending standards and what they reveal about business confidence and credit conditions. And on Main Street, we connect the dots of rising costs, housing affordability challenges, war-driven hesitation in spending, and a deeper question lingering beneath it all: why retirement confidence is starting to slip.

Powell's Swan SongThis week Dave Spano and Dr. Brian Jacobsen break down a high-stakes geopolitical and monetary situation, from rising Middle East tensions and OPEC fractures to the puzzling drumbeat for rate hikes with high oil prices. We unpack a divided Fed, increasingly hawkish signals from global central banks, and what may be Chair Powell’s final act as leadership transitions are ahead. Economic data remains solid, with resilient GDP growth and jobless claims evoking a “Summer of ’69” moment for the labor market.  Plus, myths about filing an extension and tools for finding long-term care for a loved one.