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In Partnership with Annex

Mojo and Stagflation

Manufacturing mojo is coming back while pricing power to margin pressure is a weakness. Opportunities exist in credit while stagflation narratives pose a threat.

What’s on the horizon for rate cuts?

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the potential impact of the rate cuts expected in 2024-2025.

Cash Account Next Moves | Feeling Overexposed With A Single Stock

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, CFP® & Ken Bellinger, MBA, CFA® answer your questions on: - Cash Account Next Moves - Feeling Overexposed With A Single Stock

AI Woodstock

Another chip unveil from NVidia might shake up the tech world, again. Dave and Dan discuss that along with what might be the Fed's next (non) move and the tax bill that's on the table--in now-or-never mode.

We’ve identified that huge sucking sound

Manufacturing might be finding a footing in the US while inflation remains a weakness. Cross-country divergences create opportunities while threat is the giant sucking sound of liquidity.

Inflation Pops, Bonds Drop

CPI and PPI reports are out, and the Federal Reserve continues to push back rate cuts. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Maxing Out 401(k) | Investing In International Stocks | Old Stock Certificates Found

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...

Trump stocks vs Biden stocks

Don't invest your politics. Dave Spano explains why.

…this is a time most reminiscent of 1998

The economy is strong and the market is pushing while the US dollar's potential is weakening. There's opportunity to slowly and proactively move money into longer dated bonds while a threat of euphoria is beginning.

A Rally Begins Amid Election Year Drama

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Super Tuesday, Biden’s State Of The Union, the strength of the economy, and potential rate cuts.

Custodial Brokerage Accounts | Banking Crisis Coming? | Dollar Cost Averaging

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

Bullish sentiment takes over

Is it possible the Fed could leave rates where they are?

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