Annex Wealth Management

Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.

PPI Numbers seemed to issue an "all clear" for a September rate cut - but will the Fed start cutting? The markets to rise in election years - but historically, how have they behaved in the months after the election? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

A week before the RNC, all eyes are on Joe Biden who appears to be dug in. Dave Spano says to play the facts and circumstances--but he also shares one thing Biden could do that would crush the economy.

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: Teaching Kids About Investing | Fractional Shares

Modest progress toward inflation targets for strength but weakness with cracks in the credit armor. Opportunity exists with cheap protection but economic roadburn and politics are weaknesses.

One of the Fed’s favorite metrics, the PCE, shows inflation and personal income moving in the right direction. Will the Fed move on rates? And could window dressing affect volatility? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.ann

It’s not the largest company, but it might be the most interesting. Dan O’Donnell and Dr Brian Jacobsen discuss the latest. Also, could we see a market-moving moment during this week’s presidential debate?

Nvidia (and chips) are strong while consumers are feeling pinched. There is opportunity with the acceleration of earnings but a threat remains if the Fed acts too little, too late.

NVIDIA (briefly) surpassed Microsoft as the most expensive company in the world. While it fell off, it’s still jockeying for the top with its growth linked to AI. Currently, the markets are driven by a minority of firms. What does that mean for investors? 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 Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Reducing My 401(k) Contribution Before Retirement | Millennials & Real Estate

Back on track for inflation but lingering weakness in transportation names. Opportunity with quality growth (and AI has legs!) but complacency in the Magnificent Seven.

This week’s CPI report showed zero month over month growth, but what has the change been year over year? Will reduced inflation mean prices will fall? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.