In Partnership with Annex

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.

Dan says the nominee worked for the entity that was the 'most destabilizing force in the US'.  Dave says...

Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you.

Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners

October CPI was hotter than expected and the inflation conversation continues. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

After a clear mandate, President Trump and team are rolling up their sleeves and getting ready for January 20th. What might we see? Dan and Dave discuss.

Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats.

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.

Get ready for plenty of electoral math---this election is looking to be a tight one. Dave Spano and Dan O’Donnell present myriad scenarios of where it could wind up.

Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat.

A disappointing jobs report could be a sign of a softening economy. Will the misery index guide voter attitudes, as it has in the past? 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 on: Moving Into A Higher Tax Bracket and Alternative Investments