In Partnership with Annex

2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat.

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 question.

The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.

Markets dropped after the Fed dropped interest rates 25 basis points. The decision was expected, but some Fed comments indicated that some members might be trying to do something Chairman Powell said they wouldn’t. 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.

Recorded on the day SoftBank announced a $100B investment in the US, Dave and Dan run through 2024 and look ahead to next year.

Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?

The American economy continues to show signs of stability, but China may turn to stimulus to spark growth. Why growth is so important and how US policies could impact that growth were objects of discussion for Annex Wealth Management's Dave Spano and Brian Jacobsen

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.

Investor enthusiasm is high but global tensions are on the rise. Dave Spano warns us not to get over our skis.