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1st Tuesday November. A date with destiny?

Interest and dividends are helping retirees but higher rates may eventually bite. There are opportunities in infrastructure and utilities with AI but geopolitical risk is coming back.

Will We See A Rate Cut In 2024?

Typically, the US Federal Reserve leads the way when it comes to rate cut or rate hike decisions. But both the ECB and Bank of Canada have made a cautious choice. Will the Fed follow suit? If so, when? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Grief In Retirement | Illiquid Assets | Fed Cuts Affecting Money Market Rates

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: Grief In Retirement | Illiquid Assets | Fed Cuts Affecting Money Market Rates

Tight policy hurts from the bottom up

Annex Chief Economist Dr. Brian Jacobsen sits in for Dave Spano. The discussion turns to slowing economic indicators. Is it what the Fed wants to see? Also, what's the Trump conviction mean for markets?

Growth: Slowing to a crawl

Strength: Average stock is better than the index. Weakness: Auction anxiety is back. Opportunity: Oversold interest rate sensitives are good for a trade. Weakness: Growth cools faster than inflation.

Personal Spending Declines As Growth Slows

What wildcards could affect inflation’s current reduced growth rate? As personal spending declines and GDP is revised downward, consumers seem to be making a statement on where they think the economy is headed. Annex Wealth Management's Brian Jacobsen explains.
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Part-Time Work Affecting Social Security | The SPY Rally | A Mystery Bank Wire

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: Part-Time Work Affecting Social Security | The SPY Rally | A Mystery Bank Wire

NVIDIA kills it

NVIDIA is the coolest kid in the class but we're beginning to see a bifurcated economy. Opportunities exist by focusing on quality but a growth scare poses a threat.

Dow Touches 40K – Are Consumers Happy?

A “decent” inflation report sparked a market rally, but did the rally extend to the bond and housing markets? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss, and talk about our latest inflation guide, available at annexwealth.com/inflation.

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