Annex Wealth Management

Each week, members of the Annex Wealth Management team answer your questions about the economy, finances, and wealth management. This week, Trevor Nargis and Sarah Kyle answer questions about: Tax-Savvy Saving For Grandkids Closed-End Vs. Closed To New Investors

Diversification is not a buzzword--it's a strength. Meanwhile, consumer fragility emerges as a weakness while cash on the sidelines presents an opportunity. Beware of the threat of chasing momentum.

The S&P followed the NASDAQ to 20% growth since last October's lows. Small caps show strength, as does the Japanese market. Will this bull run stay? Will the Fed raise rates next week? Annex Wealth Management's Dave Spano and Derek Felske discuss.

Employers are maintaining headcounts even as demand softens.

If the writer’s strike stretches to late August, scripted shows stay on the sidelines. Without new content, many will spend more time with Prime Video, Hulu, Max, and Netflix.

If AI can fake a song from Drake and The Weeknd, suddenly, the kidnapped kid or grandchild in jail scam gets a lot more believable.

Each week members of Annex Wealth Management's team answer your questions about finances, investments, the economy and managing wealth. This week, Matt Morzy and Trevor Nargis answer questions on: What To Learn From Earnings Calls and Dividend Policy & Buying Dividend-Producing Stock

The US labor market continues to be strong while Chinese economic activity has been quite weak. Are there opportunities with weakness prices in? Are AI expectations a threat if they're not tamed?

This week's data showed a mixed bag of results, but in all, the economy remains on solid ground. Does that mean we will avoid a pullback? Annex Wealth Management's Derek Felske and Danny Clayton discuss.

Reality is going to bite hard for up to 44 million borrowers or about 17% of the US adult population.

Today’s JOLTS report has 10.1 million openings in April, the most since January. That was unexpected and a setback for the Fed.

The chipmaker joins the likes of Apple, Microsoft, and Meta, but not everyone gets to stay in the Trillion-Dollar Club.