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The Presidential Election edition

Get ready for plenty of electoral math---this election is looking to be a tight one. Dave Spano and Dan O’Donnell present myriad scenarios of where it could wind up.

Election week

Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat.

The Misery Index And Votes

A disappointing jobs report could be a sign of a softening economy. Will the misery index guide voter attitudes, as it has in the past? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

Moving Into A Higher Tax Bracket | Alternative 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 questions on: Moving Into A Higher Tax Bracket and Alternative Investments

The Halloween Episode

Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.
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Fed Cuts Rates. Interest Rates Rise?

Things seem to be disagreeing: Beige book data seems to disagree with the “hard” consumer data. After the Fed cut rates by 50 basis points, the rate on an average home loan has increased. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Two weeks to go

Is the market a good indicator of who's going to win the presidential election? What are we seeing in the Trump trade vs. the Harris stocks? Dave Spano and Dan O'Donnell discuss. And is the Elon Musk $1 million daily giveaway legal?

Recession warning signals

Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning.

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