In Partnership with Annex
Volatility produces a lot of opportunity
Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a...
Recession Fears Fade
Annex Wealth Management's Brian Jacobsen discusses the factors that led to a better-than-expected retail sales report.
Why fear the first cut?
The economy is slowing. Dave Spano and Dan O'Donnell discuss economics and politics including the media's reluctance to ask...
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
Fiscal policy has poured gasoline on the fire
Politics and economics collide between the presidential election and the Fed's rate policy.
