The Investment Show

The Investment Show

Annex Wealth Management's "The Investment Show"

Episodes

5-2-26 The Earnings Season Results.

May 2, 2026 • 44 mins
This week, Dave Spano and Dr. Brian Jacobsen cut through a high‑stakes mix of geopolitics and monetary policy, from escalating Middle East tensions and OPEC fractures to the head‑scratching call for rate hikes amid elevated oil prices. They examine a sharply divided Fed, louder hawkish signals from global central banks, and what could mark Chair Powell’s final act as leadership changes loom. Underneath it all, economic data stay fi...

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The Annex Wealth Management Show 4-25-26

April 25, 2026 • 43 mins
This week, we look ahead to what less Fed forward guidance could mean for rate volatility, why strong balance sheets may become a market advantage, and how global energy flows could quietly shift away from geopolitical chokepoints. Plus, the political noise shaking markets. Also, uncovering the new retirement tax subtraction and tax filing extension myths.

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The Annex Wealth Management Show 4-18-26

April 18, 2026 • 44 mins
This week, we discuss the sudden halt of Kevin Warsh’s nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book full of uncertainty, and if the economy feels less like a recession.  Plus, clearing up confusion on Roth conversions and being single in retirement.

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The Annex Wealth Management Show 4-11-26

April 11, 2026 • 44 mins
This week, we break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge.  What is "Direct Indexing", and is it a strategy that might work for you to customize your portfolio.

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The Annex Wealth Management Show 4-4-26

April 4, 2026 • 43 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 3-28-26

March 28, 2026 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 3-21-26

March 21, 2026 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 3-14-26

March 14, 2026 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 3-7-26

March 7, 2026 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 2-28-26

February 28, 2026 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 2-21-26

February 21, 2026 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 2-21-26

February 21, 2026 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 2-14-26

February 14, 2026 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 2-7-26

February 7, 2026 • 39 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 1-31-26

January 31, 2026 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 1-24-26

January 24, 2026 • 43 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 1-17-26

January 17, 2026 • 43 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 1-10-26

January 10, 2026 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 1-3-26

January 3, 2026 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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The Annex Wealth Management Show 12-27-25

December 27, 2025 • 44 mins
Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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