Annex Wealth Management

Dan was ready for an 'I Told You So' from Dave Spano regarding their bet about Biden remaining as the Democratic candidate. Dave held back. He was more interested if Dan would pay off the bet using cash or crypto.

Strength: The Fed's tone is changing; Weakness: Tech wreck; Opportunity: Ride the rotation; Threat: Snowballing negative sentiment

Small caps rallied while large caps suffered, followed by a ‘tech wreck.’ Annex Wealth Management's Brian Jacobsen is here to 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 on: Investing My Social Security | Penny Stocks For A Quick Hit

Dan O'Donnell visits the Annex Wealth Management studio at the Pfister in Milwaukee this week. After all, it's where former President Trump is staying. Dave Spano and Dan cover Saturday's assassination attempt, Day One of the RNC, and how the market seems to be taking it all in stride.

Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.

PPI Numbers seemed to issue an "all clear" for a September rate cut - but will the Fed start cutting? The markets to rise in election years - but historically, how have they behaved in the months after the election? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

A week before the RNC, all eyes are on Joe Biden who appears to be dug in. Dave Spano says to play the facts and circumstances--but he also shares one thing Biden could do that would crush the economy.

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: Teaching Kids About Investing | Fractional Shares

Modest progress toward inflation targets for strength but weakness with cracks in the credit armor. Opportunity exists with cheap protection but economic roadburn and politics are weaknesses.

One of the Fed’s favorite metrics, the PCE, shows inflation and personal income moving in the right direction. Will the Fed move on rates? And could window dressing affect volatility? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.ann

It’s not the largest company, but it might be the most interesting. Dan O’Donnell and Dr Brian Jacobsen discuss the latest. Also, could we see a market-moving moment during this week’s presidential debate?