In Partnership with Annex

Balances hit a record $866 billion in the 3rd quarter of 2022. The average is nearly $5,500.

A day prior to the midterm election, Dan O’Donnell and Dave Spano survey the landscape, the potential ramifications, and what to watch for downstream in the markets.

This week's episode tackles how can China appears as both a strength and a weakness. Blaine Disrud and Jason Cooper discuss. Plus, the default risk of floating rate bonds and how midterm elections might shuffle the deck.

Tech stocks tend to drive the S&P – and this week was no different. The Dow finished up, but the S&P was lower this week. As the Fed increased rates by the expected 75 basis points, what’s in store for interest rates moving forward? Annex Wealth Management’s Dave Spano and Derek Felske discuss

Today’s unemployment numbers say one thing—but reports of growing layoffs are another.

Now at the highest level since January 2008, the short-term borrowing rate is in a target range of 3.75 to 4%.

The JOLTs report showed job openings increasing by 400,000 in September. There are now 10.7 million job openings.

Political expert Dan O’Donnell offers his thoughts on the possible outcome for next week’s election - but what could those changes mean for the markets and the predicted looming recession?

Active management flexes, continued year-long weakness, potential for additional cash, and the Strategic Petroleum Reserve at a 40 year low.

Markets saw another increase across major indices, but they may be looking past the recession many are predicting. Why do analysts still see a recession while GDP was up? Annex Wealth Management’s Dave Spano and Derek Felske discuss.