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Moving Into A Higher Tax Bracket | Alternative Investments
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:
Moving Into A Higher Tax Bracket and Alternative Investments
Any election signals from the markets?
One week to go. The Trump campaign has momentum, but we've also seen results that haven't matched past enthusiasm. Don't get over your skis.
The Halloween Episode
Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.
Fed Cuts Rates. Interest Rates Rise?
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.
Two weeks to go
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?
Recession warning signals
Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning.
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Delafield’s First Mass Timber Development Has Arrived
The Grain is Delafield’s first mass timber construction project filling a void within the city and making it a...
Fed Might Not Have To Cut Aggressively
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.
Rolling Over A 401(k) After Layoff | Selling Investments To Replenish Emergency Fund
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
Prepare for each side winning in November
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.