Annex Wealth Management

It's important to know where candidates stand on economic policy. Perhaps we'll know more after next week's presidential debate.

Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast.

Nvidia’s earnings didn’t sparkle as some predicted, but the markets didn’t follow Nvidia’s drop. Is that a good sign for the economy? Are we beginning to see signs of consumer exhaustion? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Fresh from a trip to Europe including Normandy, Dan O'Donnell is raring to go. So is Dave Spano as the mammoth proposed tax increase has the potential to upend....everything.

There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.

Fed Chairman Powell indicated that cuts to the Fed Funds rate are imminent - but it remains to be seen how much and when. Will the BLS reporting error affect the election? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error. https://open.spotify.com/episode/0atDOCf3CA5fc2SihuWZJu

Annex Wealth Management's Brian Jacobsen discusses the factors that led to a better-than-expected retail sales report.

The economy is slowing. Dave Spano and Dan O'Donnell discuss economics and politics including the media's reluctance to ask hard questions of both candidates. https://open.spotify.com/episode/3nP3POiyJ6uQJm5oazf38s

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Stock Buying Opportunities, Taxes Withheld From Social Security, and Life In Retirement

Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay. https://open.spotify.com/episode/4SBPWkLDEPepwyQRZhIXm4

Annex Wealth Management's Dave Spano and Brian Jacobsen discuss the factors that led to Monday’s market volatility, and what we can expect going forward.