Annex Wealth Management

Not long after a pretty solid sample of rapping from Hamilton (the hip-hop musical), Dave reminds Dan of a $100 bet on the line.

Besides learning why one of the members of the Investment Team uses buy-now-pay-later for Chipotle, there are plenty of other things to talk about. Yields are down but asset prices are up but is there weakness in the Magnificent Seven? Opportunity might exist in underperforming sectors that are poised to turn but the threat remains whether or not the Fed will stick the landing.

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matt...

Double PHD's on this episode. Good news IS good news but weak holiday guidance is an issue. Genuine growth is scarce, demands a premium, and is an opportunity while a longer rate pause with faster cuts is a threat.

Dan and Dave find reasons for cheer this Thanksgiving week; consumers keep spending, GDP looks healthy, and the Fed might be done raising rates. But why are CEO's being 'choiceful', and what exactly does that mean?

Santa's sleigh is being pulled by some Bulls --but risk reward is looking risky. Dumpster diving is back on the menu but the Fed is hurting the government more than Warren Buffet.

The main inflation drivers are supply chain and demand – and much of the recent inflation reduction has been driven by supply side factors. Will inflation continue to cool going forward now that the fed is having a big effect on demand? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matt Morzy and Fred Coleman answer your questions on: 0:24 Social Security 2:05 Target-Date Funds 4:35 Becoming An Accredited Investor

Another threat of a government shutdown. Does it matter? Dan and Dave discuss. What about the Moody's downgrade, the potential for rate CUTS in 2024, and a slowdown/recession in '24?

Potential earnings improvement is a strength while mid and small cap stocks underperform. For opportunities; the '40' part of a 60/40 portfolio could have good risk-adjusted returns but rising unemployment is a threat.

The mood of the markets has certainly changed. Are consumers beginning to tighten their belts? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Taylor Swift's economic impact isn't lost on Jerome Powell---or Dan O'Donnell who flung a string of Swift titles at Dave Spano (who was ready). Dan and Dave cover seasonality, geopolitics, and a presidential election less than a year away.