In Partnership with Annex
Week One. So far, so good.
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.
Short-Term Vs. Long-Term Investments | Getting Grandchildren Investing
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.
Inauguration Day. Proclamations and executive orders.
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.
First year of a new presidency starts today
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.
Positive CPI Changes Markets
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.
What will Trump 2.0 look like? He’s been through the ringer, expect more efficiency.
First show of 2025. Dan shares more about WISN's extraordinary ratings performance before the guys settle into looking at next week's inauguration.
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You probably own a lot more tech stocks than you think you do
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.
What Should I Do With My Year End Bonus?
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.
Fed Tries Not To Repeat The Past
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.
Impact of Debt Ceiling On Rates & The Dollar
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.
