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Sell in May. Come back by the election?

Dave Spano provides the history behind 'sell in May and go away'. Then, he and Dan pivot to Starbucks, consumers in general, and the daily jockeying during the race to the November election.

The Fed is navigating using a rearview mirror

A dovish tilt and buybacks are powering the market forward but there's weakness with cracks forming in the consumer facade. Market misconception is providing opportunities for outperformance while bad data and labor issues are a threat.

Signs The Economy Is Moving…Slowly

A lower-than-expected jobs number, slower wage growth, and a not-so-bad Apple earnings announcement seem to indicate the economy is moving...at a glacial pace. Which direction is it headed? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

Moving In Retirement Disagreements | Acorns For Kids | Types Of Standing Sell Orders

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: Moving In Retirement Disagreements | Acorns For Kids | Types Of Standing Sell Orders.

AI and earnings

AI momentum continues while a bifurcated consumer is a weakness. AI requires real assets, that's an opportunity while sticky inflation remains a threat.
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The Fed is willing to wait. Homebuyers might not be.

Fresh off a week-long losing streak on Wall Street, Dave Spano and Dan O'Donnell cover the Fed, interest rates, and what could transpire during one or both of the national political conventions.

Can We Trust China’s GDP Numbers?

The Bull Market stumbles, World Banks actions may be strengthening the dollar, and can we trust China’s growth? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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