In Partnership with Annex
Profits From Rental House – Where Should They Go? | HYSA Over $100k – Should It Stay?
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
Outside of the Mag 7, breadth is weak
Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.
Lower Returns In Employer 401(k) | Unemployment Before Retirement
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.
Amid Uncomfortable Geopolitics, The US Remains The Oasis
Heading into 2025, the US is still dealing with inflation, but seeing growth, expecting M&A, and a continuation of the easing fed. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
2025. Follow the earnings
2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat.
Curtail Retirement Contributions | Cryptocurrency Investments
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 question.
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You’re a mean one, Mr. Fed
The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.
The Fed Said It Wouldn’t Guess: Is it?
Markets dropped after the Fed dropped interest rates 25 basis points. The decision was expected, but some Fed comments indicated that some members might be trying to do something Chairman Powell said they wouldn’t. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Picks and Shovels | Reporting Cash To The IRS | Defense Stocks
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.
Trump, running things already
Recorded on the day SoftBank announced a $100B investment in the US, Dave and Dan run through 2024 and look ahead to next year.
