In Partnership with Annex
Wealth Prompt: Model Portfolios
Across the industry, advisors, broker/dealers and asset managers each have their own reason for using model portfolios. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss the benefits and disadvantages, and why it may be good to view them as a starting point, but not an ending point for your portfolio.
Valuation threats
The Annex Wealth Management SWOT Podcast. Hosted by Matt Morzy, Director of Research.
Will Trump Appoint A Backseat Driver For The Fed?
Markets have rebounded from early 2025 lows on the heels of USA's attack on Iran. Will Trump name a Fed Chair appointee nine months before his or her term begins? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
It pays to be diversified
The Annex Wealth Management SWOT Podcast. Hosted by Jason Cooper, Director of Equity Research
https://open.spotify.com/episode/08mXTpo14YkFZFQLIH2kii
Waiting & Watching
Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss the two big pieces of news that we’re watching – the Israel/Iran conflict and the Fed’s next move.
Tech trade roars back
The Annex Wealth Management SWOT Podcast. Hosted by Derek Felske, Chief Investment Officer.
Impact Of The Attack On Iran
Israel unleashed a pre-emptive attack on Iran and Iranian nuclear facilities. What will that mean for oil prices and the economy? Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss.
Cognitive dissonance
The Annex Wealth Management SWOT Podcast. Hosted by Brian Jacobsen, Chief Economist.
Careful Consumers Guiding Earnings
Jobs numbers show some growth - but not great growth. Consumers are more careful than they've been, causing earnings increases in some surprising brands. Annex Wealth Management's Brian Jacobsen discusses.
Tacos, Tariffs, and Treasury: Understanding Trump’s Economic Strategy
In this episode of The Difference, hosts Dan O'Donnell and Dave Spano, CEO of Annex Wealth Management discuss the "TACOS" acronym (Trump Always Chickens Out), coined by critics like the Financial Times.
An opportunity to rebalance
The Annex Wealth Management SWOT Podcast. Hosted by Derek Felske, Chief Investment Officer.
Economy Keeps Chugging Along
Nvidia reported monster earnings, Trump says they’ll work it out with China, and what really runs the economy? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
