Annex Wealth Management

Saying farewell to President Jimmy Carter can cause some to recall the challenges our country faced in the 70’s – and the challenges faced by Fed Chairman Paul Volcker. Today’s Fed seems driven to avoid the mistakes of that era. What does that mean for interest rates in 2025? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

This week saw more non-economic events touch the markets. A split in policy between the Fed and ECB has affected the dollar, and what happens to the dollar if we hit the debt ceiling? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

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

Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.

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.

Heading into 2025, the US is still dealing with inflation, but seeing growth, expecting M&A, and a continuation of the easing fed. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat.

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 question.

The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.

Markets dropped after the Fed dropped interest rates 25 basis points. The decision was expected, but some Fed comments indicated that some members might be trying to do something Chairman Powell said they wouldn’t. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.