Annex Wealth Management

Was there a major breakthrough of bipartisanship? It seems like nobody can agree on where to start the cleanup.

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Fred Coleman and Sarah Kyle answer your questions on: 0:18 Applying For A Mortgage 1:27 RMDs 2:19 Pausing 401(k) Contributions 3:38 Investing Spare Cash

Dave & Dan discuss the drama in the House of Representatives - will Gaetz succeed? How much does the House impact upcoming earnings season? Dan asks Dave about October, and how history views the month in terms of market success.

Energy and employment are strengths while yield sensitive assets remain weak. There are opportunities via reasonable valuations and increased bond yields but risk premiums and tight bond spreads pose threats.

September is a lousy month for the markets. The good news, seasonality would suggest Q4 may be leaning to the positive side. Annex Wealth Management's Dave Spano and Derek Felske discuss.

GDP revised. Yes, they’re still trying to figure out how much output the economy produced. And they’ll be doing that for decades to come.

Aren’t bonds supposed to provide support to falling stocks? That’s how things seemed to work during the two decades before COVID.

A shutdown delays rather than cancels spending. In fact, a shutdown only affects up to 27% of total federal spending.

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

This week alone could influence many future policy decisions.