In Partnership with Annex

Recession Fears Fade

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

Sometimes strengths can bleed over to weaknesses

Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed...

Mixed Messages Lead To Messy Markets

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.

Monday’s global market rout

Wall Street's 'fear gauge'--the VIX--hits the highest level since the 2020 pandemic market plunge. Dave Spano and Dan O'Donnell cover the market reaction before pivoting to the intersection of the economy and politics.
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Trading last week looked…frightening

Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news.

Beginning Of Correction: What Happens Now?

A disappointing jobs report, market rates coming down, and the inverted yield curve starting to un-invert. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

Reducing 401(k) Contributions | Largest US Companies And The S&P 500

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 401(k) Contributions | Largest US Companies And The S&P 500

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