Custodial Brokerage Accounts | Banking Crisis Coming? | Dollar Cost Averaging
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.
Bullish sentiment takes over
Is it possible the Fed could leave rates where they are?
Rates and inflation remain sticky
Markets don't do much in election years until the outcome is clear.
The Boom Continues
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the current Goldilocks scenario, a possible June rate cut, and what you might expect from the market during an election year.
A second wave of inflation?
252 days out from the presidential election, Dave and Dan still don't quite agree on the eventual match-up.
AI Hype | Health Insurance After Retiring | Moving Cash Into S&P 500 Fund
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...
Virtuous cycle to vicious cycle?
This week's strengths are the news highs while Fed pushback continues and so does the rise in yields. There is opportunity in the virtuous cycle but commercial real estate is a threat.
Something Old, Something New, Something Borrowed, Something Blue
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Nvidia and the markets new highs, as well as commercial real estate worries and Uber replacing JetBlue.
Kudos to the Fed’s messaging
Kudos to the Fed's messaging but hot inflation and cold spending is a threat. One man's garbage is another man's treasure (and opportunity) but watch out for the threat of value traps.
Expectations, Reality, & Opportunity
January CPI data is out and the market is beginning to see eye to eye with the fed on a path to rate cuts. Annex Wealth Management’s Mark Beck and Brian Jacobsen discuss.
Most economists will tell you: Fear the rate cut.
After a quick Superbowl discussion, Dave Spano and Dan O'Donnell pivot to AI, the Magnificent Seven, fear of missing out on the S&P 500's run and what is next for the Fed and rate cuts. Dave points out that most economists will tell you to fear the rate cut. He explains why.
My oh my. That AI!
Trees are growing to the sky while interest rate exposed securities continue to lag. There are opportunities as bad breadth improves but uncertainty remains a threat.
