In Partnership with Annex

PI, PPI Hotter Than Expected

CPI, PPI, and Retail Sales all disappointed, but the markets rose. Annex Wealth Management's Dave Spano and Brian Jacobsen explain why.

Sticky inflation before tariffs

Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy. Joined by Derek Felske, Chief Investment Officer.

Ask Annex: Tariffs And My Portfolio | Spendthrift Trusts

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: Tariffs And My Portfolio and Spendthrift Trusts

The economic tool for non-economic outcomes

Tariff talk as shifting policy changes make for an uncertain environment. Plus, the subject of DOGE sets the boys up to utter 'big balls' at least 7 times.

Manufacturing manages a comeback?

ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted...

Did Tariffs Cause The Great Depression?

President Trump has suspended tariffs for Mexico and Canada, but has put them in effect for China. As his administration navigates the deep waters of international trade, you might be asking what tariffs have done to the economy in the past: didn't they cause the Great Depression? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
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The Art of the Deal 2025?

Economic tools for non-economic goals from Donald Trump. Plus, Dave Spano connects Ferris Bueller’s Day Off with the current trade standoff.

Tariffs: One part negotiation, one part reality

he other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat.

Chinese AI Announcement Rocks Market

Tech stumbled this week on news that the Chinese may have developed a far more efficient AI tool. Meanwhile, the Fed indicated it may not touch rates. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Trump’s First Week Back, Is The Market In A Holding Pattern?

A pro-growth economy. An all-time high. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss President Trump’s first week back in office and his promises on tariffs, immigration, interest rates, and more.

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