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内容由Danny Clayton and Annex Wealth Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Danny Clayton and Annex Wealth Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Saturday, December 14th. Bracing for a trade war.
Manage episode 455472187 series 3397854
内容由Danny Clayton and Annex Wealth Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Danny Clayton and Annex Wealth Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch.
136集单集
Manage episode 455472187 series 3397854
内容由Danny Clayton and Annex Wealth Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Danny Clayton and Annex Wealth Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch.
136集单集
Semua episode
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Money Talk: The Annex Wealth Management Show - Milwaukee
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Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Review. If you've got a family cabin/cottage/camp/hideaway, what is the best way to pass it to the next generation? High five for 401ks; participation has now crossed 50% of employees. Tom Parks of our Retirement Plan Services department has the details.…
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Money Talk: The Annex Wealth Management Show - Milwaukee
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25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning.
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Money Talk: The Annex Wealth Management Show - Milwaukee
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Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids with money ' event on the 20th.
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Money Talk: The Annex Wealth Management Show - Milwaukee
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The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses. Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and recap an Axiom poll using 20/20 hindsight.…
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Money Talk: The Annex Wealth Management Show - Milwaukee
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High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing? Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team.
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Money Talk: The Annex Wealth Management Show - Milwaukee
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S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and why do even small companies need to consider it? Ask Annex looks at chasing returns and the viability of cryptocurrency.…
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Money Talk: The Annex Wealth Management Show - Milwaukee
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The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters.
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Money Talk: The Annex Wealth Management Show - Milwaukee
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A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023. Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan.
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Money Talk: The Annex Wealth Management Show - Milwaukee
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Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.
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Money Talk: The Annex Wealth Management Show - Milwaukee
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When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week, what's a Finfluencer and should you listen to them?
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Money Talk: The Annex Wealth Management Show - Milwaukee
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Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch.…
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Money Talk: The Annex Wealth Management Show - Milwaukee
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E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. What's Warren Buffett's philosophy on sharing details of estate plans? Amy Kiiskila, wealth strategist with Annex Private client, breaks it down.…
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Money Talk: The Annex Wealth Management Show - Milwaukee
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A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn the 6 benefits of trusts and the steps to selling a business. Dave Spano and Brian discuss a tragic and expensive mistake someone made by skipping due diligence.
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Money Talk: The Annex Wealth Management Show - Milwaukee
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Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains.
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Money Talk: The Annex Wealth Management Show - Milwaukee
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President-elect Trump is building out his cabinet while making day-one priorities clearer. Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?
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