Annex Wealth Management

A down day Friday after an up week. US debt-limit negotiations hit an impasse and mortgage payments reach an all time high. Annex Wealth Management’s Dave Spano and Derek Felske discuss.

For a snapshot of the American consumer, take a look at Walmart and their 4600 stores.

Over $1 billion in losses this year due to sticky fingers.

Balances at least 90 days delinquent are up year over year. Credit card delinquencies are rising. So are delinquencies for auto loans.

Strength internationally but commodities continue to languish. Getting 'paid to wait' is an opportunity but inflation expectations remain a threat.

With the clock ticking to a mystery deadline, there are many issues. At the top, who will blink first in Washington, DC?

Tech led a surprisingly optimistic earnings reporting season, as interest in AI drove many big names higher. Still, some indicators point to continued slowing. Annex Wealth Management’s Dave Spano and Derek Felske discuss.

Roughly 29% of households earning less than $50,000 a year are using credit cards to finance their spending. https://open.spotify.com/episode/5eyZOXd0DvRUu4vTZZYaQ1

Investors fall in love easily with new technology. Let's see if that's the case with Google's new chatbot Palm2.

There are 3 times as many meetings and video calls since February of 2020.

Imagine paying market interest rates on $33 trillion in debt. That's what the next president is facing---no matter who it is.

Each week, members of Annex Wealth Management's team answer your questions about wealth and the financial world. This week, Matt Morzy and Sarah Kyle answer questions on: 401k vs IRA Catch Up, Is Value Investing Back?, Plan For Just 1/2 A Couple, China - Emerging Market?, Annex Reviews 401ks