In Partnership with Annex

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

Blaine Disrud and Trevor Nargis welcome guest Gibson Smith of Smith Capital Investors for a 50th Episode special. Strengths include interest rates and returns available in the bond market while tightening money policy, regional bank problems, and tighter credit pose weaknesses. For opportunities, bonds are back while future inflation is a threat.

Earnings reported better-than-expected numbers and the jobs market also beat expectations. Will we experience the much-anticipated recession? Annex Wealth Management's Dave Spano and Derek Felske discuss.

Now appearing: ChatGPT scams

Is it possible to cool the labor market without spiking unemployment? Powell says yes—but it would be "against history".

Hot labor adds to high inflation. But for the 3rd month in a row, the number of available jobs has fallen--now at the lowest level since May of 2021.Hot labor adds to high inflation. But for the 3rd month in a row, the number of available jobs has fallen--now at the lowest level since May of 2021.

Another bank fails. Some say everything is fine. Dan doesn't think so. Plus, Dave learns "the secret of talk radio".

Big tech earnings propel strength this week while market breadth leads the weakness. Yields and quality are an opportunity while the debt ceiling continues to be a threat.

After a soft opening to the week due to First Republic news, the tech sector report mostly positive earnings. Could we be seeing a soft landing instead of a deep recession? Annex Wealth Management's Dave Spano and Jason Cooper discuss.