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 Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Tariffs And My Portfolio and Spendthrift Trusts

Tariff talk as shifting policy changes make for an uncertain environment. Plus, the subject of DOGE sets the boys up to utter 'big balls' at least 7 times.

ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted...

President Trump has suspended tariffs for Mexico and Canada, but has put them in effect for China. As his administration navigates the deep waters of international trade, you might be asking what tariffs have done to the economy in the past: didn't they cause the Great Depression? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

Economic tools for non-economic goals from Donald Trump. Plus, Dave Spano connects Ferris Bueller’s Day Off with the current trade standoff.

he other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat.

Tech stumbled this week on news that the Chinese may have developed a far more efficient AI tool. Meanwhile, the Fed indicated it may not touch rates. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

A pro-growth economy. An all-time high. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss President Trump’s first week back in office and his promises on tariffs, immigration, interest rates, and more.

Did China’s AI bot leapfrog the competition? It sure rattled the markets. Dan and Dave discuss---and Spano makes the point it could have a Capitalism-like twist.

So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat.

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.

Front and Center: Immigration and Border Security. President Trump has a long list including tax cuts and deregulation. Dave suggests Wisconsin takes the UP back from Michigan.