Annex Wealth Management

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matt Morzy and Fred Coleman answer your questions on: Reverse Mortgages - Moving Money Back In Equities - Equities Moving To A New Index

On our final podcast of 2023, Dave Spano and Dan O'Donnell discuss the recent rally, bump up against a couple of conspiracy theories, and what people are talking about at holiday parties when it comes to next year's presidential election.

Interest rate sensitive assets are a strength while the Magnificent 7 might be going from magnificent to middling. There is opportunity in the catch-up trade but transitions can be hard.

It looks like the Fed may be at the end of their rate hiking schedule and a pivot will likely happen in 2024 – but when? 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 Matt Morzy and Fred Coleman answer your questions on:  - Grandparents Funding 529s  - Tax Advantages (ETFs vs. Mutual Funds)  - Sell or Hold Stock?

The buy-the-dip-reflex seems to be strong while the slow slide into stagnation is a weakness. There's an opportunity to get back into balance but data dependence equal skittish investors.

We saw positive wage and consumer confidence numbers, as well as a positive jobs report. Earnings were a mixed bag. 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 Matt Morzy and Fred Coleman answer your questions on: I-bond Rates, Using Roth IRA To Buy First Home, 529s And Diversifying

Not long after a pretty solid sample of rapping from Hamilton (the hip-hop musical), Dave reminds Dan of a $100 bet on the line.

Besides learning why one of the members of the Investment Team uses buy-now-pay-later for Chipotle, there are plenty of other things to talk about. Yields are down but asset prices are up but is there weakness in the Magnificent Seven? Opportunity might exist in underperforming sectors that are poised to turn but the threat remains whether or not the Fed will stick the landing.

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matt...

Double PHD's on this episode. Good news IS good news but weak holiday guidance is an issue. Genuine growth is scarce, demands a premium, and is an opportunity while a longer rate pause with faster cuts is a threat.