Annex Wealth Management

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 60/40 Portfolio, More Than The Fundamentals?, Employer Contributions & Savings Goals

What the pause means for fixed income and equity markets is a strength while equity valuations remain a weakness. Expectations are low, that's an opportunity. That along with short positioning has led to a decent rally so far. The Fed remains the threat.

The markets rallied this week, treasury yields fell significantly, and the Powell pause continues. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

As the conflict churns on, worries about escalation are increasing. For now, no one knows. We do know GDP came in strong, earnings are generally decent, and most are certain the Fed isn’t making a move on interest rates this month.

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...

Artificial intelligence is here and a definite strength Meanwhile, bad breadth pulls equity returns lower and is a weakness. Look to risk/reward for stock and bonds for opportunities and be mindful of the threat of increasingly tighter conditions.

Another negative week, with the S&P 500 down nearly 3%. GDP and Earnings Reports moved the markets. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Historically, corrections become bear markets when fears become reality.

Investors need to embrace the fact that every decision about the future requires a leap of faith.

Next time some mentions a market cycle or economic cycle, ask them what’s so cyclical about it.

Two US carrier groups are nearby. Hezbollah could come off the sidelines. What's an investor to do? Dan and Dave dissect a delicate situation in Israel and Gaza. The next GDP report is inbound and could be strong but inflation remains an issue. And which of our two hosts is an admitted Dollar Tree Superfan?

The consumer is like the Energizer Bunny...but bonds shouldn't be this nerve wracking. On the other side, if you can hold them, bonds might be an opportunity. Watch for a rally before reality, because reality eventually bites.