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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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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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Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.
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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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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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The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.
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Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex.
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Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Parks makes a case for upgrading 401k plans with help from Annex. Ask Annex tackles a question from the grandmother of a brand-new US Marine regarding saving and investing. To help, we call in Kent Halleen, a member of Annex Private Client who spent 12 years in the Corps.
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