Annex Wealth Management

Things seem to be disagreeing: Beige book data seems to disagree with the “hard” consumer data. After the Fed cut rates by 50 basis points, the rate on an average home loan has increased. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Is the market a good indicator of who's going to win the presidential election? What are we seeing in the Trump trade vs. the Harris stocks? Dave Spano and Dan O'Donnell discuss. And is the Elon Musk $1 million daily giveaway legal?

Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning.

As the American economy continues to show signs of strength, the Fed may not have to cut rates as aggressively as once thought. 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 on: - Rolling Over A 401(k) After Layoff - Selling Investments To Replenish Emergency Fund

Does the market predict a presidential winner? It might not be clear this time around. Dan O'Donnell and Dave Spano cover the intersection of politics and finance.

Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat.

The devastation from two massive natural events is still being measured. How has it affected the markets and industries that deal with hurricanes? Meanwhile, Chairman Powell avoided an atypical mutiny. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

Dave and Dan begin with perspective on Elon Musk vs. Mark Cuban jostling for their candidates before heading to other election topics.

Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat.