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: 0:24 Social Security 2:05 Target-Date Funds 4:35 Becoming An Accredited Investor

Another threat of a government shutdown. Does it matter? Dan and Dave discuss. What about the Moody's downgrade, the potential for rate CUTS in 2024, and a slowdown/recession in '24?

Potential earnings improvement is a strength while mid and small cap stocks underperform. For opportunities; the '40' part of a 60/40 portfolio could have good risk-adjusted returns but rising unemployment is a threat.

The mood of the markets has certainly changed. Are consumers beginning to tighten their belts? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Taylor Swift's economic impact isn't lost on Jerome Powell---or Dan O'Donnell who flung a string of Swift titles at Dave Spano (who was ready). Dan and Dave cover seasonality, geopolitics, and a presidential election less than a year away.

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 60/40 Portfolio, More Than The Fundamentals?, Employer Contributions & Savings Goals

What the pause means for fixed income and equity markets is a strength while equity valuations remain a weakness. Expectations are low, that's an opportunity. That along with short positioning has led to a decent rally so far. The Fed remains the threat.

The markets rallied this week, treasury yields fell significantly, and the Powell pause continues. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

As the conflict churns on, worries about escalation are increasing. For now, no one knows. We do know GDP came in strong, earnings are generally decent, and most are certain the Fed isn’t making a move on interest rates this month.

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