Annex Wealth Management

06/24/2026

Annex Wealth Management CEO Dave Spano talks about the markets’ reaction to the ongoing Iran peace negotiations and the recent death of former Federal Reserve Chair Alan Greenspan and his legacy on 620WTMJ.

Listen:

Steve and Kristin are joined by Annex Wealth Management CEO Dave Sp...

06/24/2026

America’s 250th Anniversary | Railroads, Wildcats, & The Greenback

Last time we looked at the history of the national debt and how the US developed credibility in paying its bills on time and in full. This time we’re looking at 1836-1865. It was a fascinating time where the dollar in your pocket might be worth a fraction of that, depending on where you tried to use it. Annex Wealth Management’s Chief Economic Strategist Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE is here to discuss.

Last time we looked at the history of the national debt and how the...

06/23/2026

Join us tomorrow at 6:00 PM for Single In Retirement: Financial Planning Strategies

There are unique financial challenges for those who age alone. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.

Register: https://hubs.ly/Q04mcYwv0

06/22/2026

🗣 New episode of the SWOT Podcast! Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

Listen here: https://share.transistor.fm/s/c7e61951

06/21/2026

Your Retirement Planning Should Include Taxes.
Get Started Here: https://hubs.li/Q04lccTh0

06/20/2026

Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen.

Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets. Check our events page for Brian’s next live event.

https://hubs.li/Q04m1x4Q0

06/20/2026

Griselda Aldrete joins the "Women and Wealth Show" for our "At the Helm" and "Community Impact" Segments. We discuss women in finance, NIL in sports, financial literacy and making a meaningful impact.

Listen here: https://hubs.li/Q04lZRMn0

06/19/2026

Thank you to everyone who joined us last night for Women & Wealth: Saving The Family Cottage! We are passionate about making financial journeys better through education, so keep an eye on https://hubs.li/Q04m29kv0 to find a future event that might benefit you!

06/19/2026

Dave Spano on WISN talking about the Space X IPO and the market in general leading to a good earnings season.

Annex Advisory Services, LLC is an investment advisor registered with the SEC doing business as Annex Wealth Management ® (“Annex”). The information provided is intended solely for informational and educational purposes and should not be construed to be the basis of any investment, legal, tax or other professional advice. The information provided is general in nature and not person specific. Investments involve varying degrees of risk including the potential loss of principal. Laws vary state by state and are subject to constant change. Economic developments could dramatically alter the information provided in this material. Please consult with your advisor(s) and perform due diligence prior to making any decisions.

06/18/2026

Catch the full episode here: https://share.transistor.fm/s/dcd6e234

Annex Advisory Services, LLC is an investment advisor registered with the SEC doing business as Annex Wealth Management ® (“Annex”). The information provided is intended solely for informational and educational purposes and should not be construed to be the basis of any investment, legal, tax or other professional advice. The information provided is general in nature and not person specific. Investments involve varying degrees of risk including the potential loss of principal. Laws vary state by state and are subject to constant change. Economic developments could dramatically alter the information provided in this material. Please consult with your advisor(s) and perform due diligence prior to making any decisions.