The Difference

The Difference

Join News Talk 1130 WISN’s midday personality, Dan O’Donnell, and the President / CEO of Annex Wealth Management, Dave Spano, each week for “The Difference”. Enjoy light-hearted conversation and opinion centered around investing, current events, consumer trends and much more. Weekly dialogue that will help make “The Difference” in your week! After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all their clients. Using state-of-the art technology, analytics and review, their staff of skilled professionals seek to confidently deliver an elite, full-service wealth management experience.

Episodes

May 17, 2022 14 min
As NASDAQ and the S&P flirt with bear market territory and shortages in key areas heighten consumer concerns, some investors may be looking for the exit to escape uncertainty. Dave and Dan discuss what may be coming through the remainder of the year, and what investors can consider as the Fed tries to slow inflation.
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Sometimes market discussions can seem distant and academic. But when shortages include necessities like baby formula, how will consumers – and the markets – respond? Are we seeing fruits of that personal response in recent market behavior?
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The markets stumbled as earnings news and guidance continued to paint a bleak picture for the near future. Will the Fed be able to cool down the economy without plunging the economy into a recession?
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What does an Elon Musk-owned social media company mean for the markets and for our country? Dan O’Donnell and Annex Wealth Management’s Dave Spano talk about the power of free speech.
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Most people are aware that one of the solutions the U.S. government chose to face the Covid Crisis was to spend money. Businesses received support, and most Americans received stimulus checks mid-crisis. Given that increased spending, how did the U.S. Budget deficit go down? Is it a trend that will continue? Dan O’Donnell and Annex Wealth Management’s Dave Spano discuss.
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News and financial sites have been reporting that the yield curve may be inverting. What is the yield curve, is it inverting, and what does that mean?
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Dan’s family visit to Disney got him thinking about how Disney line passes are a bit like financial planning. Dave talks about pricing power, and how important that will be for the markets and investing.
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Inflation hits home when Dan gets the bill for taking his family out to eat. Everyone is affected by this silent tax. Dave shares his Irish name.
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Should Dan ride his bike to work? Rising prices cause us to consider alternatives as we ponder the impact on our savings and investments.
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April 1, 2022 16 min
The Difference in times of war Internationally mean for your money versus times of peace.
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