Saturday, August 29th. Jackson Hole, Bond Market Volatility, and AI Momentum This week, Dave Spano and Dr. Brian Jacobsen unpack the biggest economic and market stories, including Fed Governor Kevin Warsh's closely watched Jackson Hole remarks and the implications for interest rates. They discuss stubborn inflation, signs of a slowing consumer, and why stronger-than-expected second quarter spending data paints a different picture than current sentiment. They also cover Treasury buybacks, falling oil prices, Nvidia's latest surge, and what it all means for investors. Plus, we discuss the proposed Trump account regulations and how to approach retirement planning when your career goals and workplace direction no longer align.

Saturday, August 22nd. The Bond Market Revolt: Why Bessent Stepped In Treasury Secretary Scott Bessent stepped into a bond market rattled by soaring long-term yields and a federal debt load that has now surpassed $40 trillion, but did his intervention solve anything or simply expose a bigger problem? This week, Dave Spano and Dr. Brian Jacobsen unpack the drama in the Treasury market, the Fed's increasingly hawkish stance, and what a weaker dollar, rising gold prices, and surging oil could mean for investors. Plus, they examine the growing divide in the consumer economy as Walmart stumbles, Target surges, and Wall Street searches for the next signal on the health of the U.S. economy. We also discuss planning for the rising costs of healthcare and your first year of retirement.

Saturday, August 15th. Cooler Inflation, Hotter Markets, Colder Consumers Cooling inflation. Climbing markets. A consumer that may be starting to pull back. This week's economic data gave investors and policymakers plenty to think about. Dave Spano and Dr. Brian Jacobsen examine the latest inflation readings, softer retail sales, strengthening small-business confidence, and what all of it could mean for the Federal Reserve and the broader economy in the months ahead. This discussion is for informational purposes only and is not intended as investment advice.

Saturday, August 8th. Earnings Results and Moving Ahead with The Fed This week, Dave Spano and Dr. Brian Jacobsen break down a market landscape full of mixed signals. From a historic U.S.-Japan intervention to support the yen to oil's sharp reaction to renewed tensions surrounding the Strait of Hormuz, they explain what the latest global developments could mean for investors. They also earnings results and the impact of the new Fed chair. Plus, avoiding costly rollover mistakes and avoiding "money guilt".

Saturday, August 1st. The Fed Says Little, Markets Hear Plenty For our Week in Review, Dave Spano and Dr. Brian Jacobsen will break down a rate pause from the Fed, AI producing both big winners and notable losers, and consumers continue to send mixed signals about the economy. They'll also discuss oil prices and earnings season results. Microsoft and Amazon proved AI spending can pay off, while Meta and Apple reminded investors that growth still has to meet expectations. Plus, segments on smarter money habits and when retirement planning should actually start.

Saturday, July 25th. Tariff Talk is Back. This week, CEO Dave Spano and Dr. Brian Jacobsen discuss the market impact of renewed Middle East tensions, including rising oil prices and concerns over key shipping routes such as the Strait of Hormuz and the Red Sea. They examine how higher energy costs are influencing inflation expectations, bond yields, mortgage rates, and Federal Reserve policy. Later on, the team discusses the renewed focus on tariffs and their potential impact on inflation, explains recent changes in U.S. tariff policy, and explores the possibility of additional tariffs related to excess industrial capacity in countries such as China.

Saturday, July 18th. What’s Next for Markets and Mortgage Rates? This week, Dr. Brian Jacobsen breaks down the key themes emerging from earnings season and what they could mean for investors. He’s joined by Director of Financial Planning Eric Strom to discuss the housing market and mortgage rates. Plus, we explore the growing number of employed adult children living with their parents and provide practical guidance for evaluating life insurance policies so you can make more informed financial decisions.

Saturday, July 11th. AI Winners, Energy Losers, and the Fed Reset This week, Dave Spano and Dr. Brian Jacobsen break down a U.S. economy that's cooling from a sprint to a sustainable jog, examine what the latest labor data, IMF forecasts, and AI-driven growth trends mean for investors, and explore the widening gap between the global winners and losers of the next economic cycle. Plus, we unpack the Federal Reserve's emerging policy playbook and why a new generation of Fed leadership could fundamentally change how markets interpret interest-rate decisions. Also, segments on the new Trump accounts and retirement confidence being low.

Saturday, July 4th. The Economy Turns 250 and the June Job Numbers For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss earnings, the jobs numbers from June and what you should keep an eye on now that we're in the second half of the year. America is turning 250, so we take a look at the people, innovations, and economic turning points that transformed a young nation into the world's largest economy. We also discuss how to simplify and manage multiple investment accounts, break down the often-misunderstood rules surrounding Roth conversions, and share practical financial planning tips for families preparing to help pay for a wedding. History, investing, and real-world financial decisions, all in one conversation.