Annex Wealth Management

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.

Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat.

Two key inflation numbers were reported this week. CPI increases were driven by higher energy costs, but the markets liked what they saw. Annex Wealth Management’s Brian Jacobsen and Danny Clayton discuss.

First show of 2025. Dan shares more about WISN's extraordinary ratings performance before the guys settle into looking at next week's inauguration.

Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline.

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.

Saying farewell to President Jimmy Carter can cause some to recall the challenges our country faced in the 70’s – and the challenges faced by Fed Chairman Paul Volcker. Today’s Fed seems driven to avoid the mistakes of that era. What does that mean for interest rates in 2025? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

This week saw more non-economic events touch the markets. A split in policy between the Fed and ECB has affected the dollar, and what happens to the dollar if we hit the debt ceiling? 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

Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.