In Partnership with Annex
Fed Might Not Have To Cut Aggressively
As the American economy continues to show signs of strength, the Fed may not have to cut rates as aggressively as once thought. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Rolling Over A 401(k) After Layoff | Selling Investments To Replenish Emergency 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 Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on:
- Rolling Over A 401(k) After Layoff - Selling Investments To Replenish Emergency Fund
Prepare for each side winning in November
Does the market predict a presidential winner? It might not be clear this time around. Dan O'Donnell and Dave Spano cover the intersection of politics and finance.
Al’s ‘green shoots’
Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat.
Powell’s Powers Of Persuasion
The devastation from two massive natural events is still being measured. How has it affected the markets and industries that deal with hurricanes? Meanwhile, Chairman Powell avoided an atypical mutiny. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
He who pays the piper calls the tune
Dave and Dan begin with perspective on Elon Musk vs. Mark Cuban jostling for their candidates before heading to other election topics.
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The jobs number and incoming earnings
Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat.
Is Jobs Numbers Too Good To Be True?
Friday’s jobs number came in hot, but some analysts wonder if it’s too good to be true. What would that mean for upcoming rate cuts? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Investing In Art | New 401(k) Options Don’t Work For Me
about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Investing In Art; New 401(k) Options Don't Work For Me
The Magnificent 7 Swing States
Dan and Dave discuss tax policy issues of the presidential candidates and what could change based on election results---and which states play a role in the decision.
