This week, Dave Spano and Dr. Brian Jacobsen break down calls from President Trump to step back from Middle East security, his push to exit the Iran conflict after crippling its nuclear and military capabilities, and Tehran’s demand for guarantees to prevent future aggression. We also look at why today’s oil price shocks matter less than they once did, how the U.S. economy has become far more energy‑efficient since the Gulf War era, and why the Fed is inclined to “wait and see” rather than react to temporary supply shocks. Plus, a timely policy shift from the Labor Department as new rules move 401(k) plans closer to private equity, private credit, crypto, and other alternatives, providing clearer fiduciary cover for plan managers. Also, segments on "Direct Indexing" and who should be listed as the taxpayer in your household?
What is Money Talk: The Annex Wealth Management Show - SWFL?
The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.