In Partnership with Annex

Trillions & Trillions In Valuations – For How Long?

NVIDIA (briefly) surpassed Microsoft as the most expensive company in the world. While it fell off, it’s still jockeying for the top with its growth linked to AI. Currently, the markets are driven by a minority of firms. What does that mean for investors? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Reducing My 401(k) Contribution Before Retirement | Millennials & Real Estate

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: Reducing My 401(k) Contribution Before Retirement | Millennials & Real Estate

A little too cozy in the Magnificent Seven?

Back on track for inflation but lingering weakness in transportation names. Opportunity with quality growth (and AI has legs!) but complacency in the Magnificent Seven.

CPI Cools – What Does That Mean For Prices?

This week’s CPI report showed zero month over month growth, but what has the change been year over year? Will reduced inflation mean prices will fall? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

1st Tuesday November. A date with destiny?

Interest and dividends are helping retirees but higher rates may eventually bite. There are opportunities in infrastructure and utilities with AI but geopolitical risk is coming back.

Will We See A Rate Cut In 2024?

Typically, the US Federal Reserve leads the way when it comes to rate cut or rate hike decisions. But both the ECB and Bank of Canada have made a cautious choice. Will the Fed follow suit? If so, when? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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Grief In Retirement | Illiquid Assets | Fed Cuts Affecting Money Market Rates

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: Grief In Retirement | Illiquid Assets | Fed Cuts Affecting Money Market Rates

Tight policy hurts from the bottom up

Annex Chief Economist Dr. Brian Jacobsen sits in for Dave Spano. The discussion turns to slowing economic indicators. Is it what the Fed wants to see? Also, what's the Trump conviction mean for markets?

Growth: Slowing to a crawl

Strength: Average stock is better than the index. Weakness: Auction anxiety is back. Opportunity: Oversold interest rate sensitives are good for a trade. Weakness: Growth cools faster than inflation.

Personal Spending Declines As Growth Slows

What wildcards could affect inflation’s current reduced growth rate? As personal spending declines and GDP is revised downward, consumers seem to be making a statement on where they think the economy is headed. Annex Wealth Management's Brian Jacobsen explains.

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