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Did the market get ahead of itself?

The good jobs report might be solidifying the soft landing scenario but a cyclical strength isn't great. Do pullbacks equal opportunity? A threat could emerge when the market doesn't get what it wants.

Market Fails To Stage A Santa Claus Rally

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the good and bad of last year’s rally, and what to expect going into 2024.

Reverse Mortgages – Moving Money Back In Equities – Equities Moving To A New Index

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matt Morzy and Fred Coleman answer your questions on Reverse Mortgages - Moving Money Back In Equities - Equities Moving To A New Index.

2023 in review, 2024 straight ahead

Momentum continued but China and the Credit Crunch were a drag. Opportunity exists for active managers while the Fed being slow to react to deteriorating conditions is a threat.

The Christmas Episode

Santa Claus came for small caps but the dollar has been dashing downward. Stock pickers need to do some homework but will it be a blue Christmas for bonds?
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The Santa Claus Rally Begins

The Santa Claus Rally is real, and it could mean good things in January. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss positive economic news, slowing inflation, and a dovish fed.

Reverse Mortgages – Moving Money Back In Equities – Equities Moving To A New Index

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matt Morzy and Fred Coleman answer your questions on: Reverse Mortgages - Moving Money Back In Equities - Equities Moving To A New Index

The Fed’s 2023 holiday gift

On our final podcast of 2023, Dave Spano and Dan O'Donnell discuss the recent rally, bump up against a couple of conspiracy theories, and what people are talking about at holiday parties when it comes to next year's presidential election.

The transition from pause to cut can be bumpy

Interest rate sensitive assets are a strength while the Magnificent 7 might be going from magnificent to middling. There is opportunity in the catch-up trade but transitions can be hard.

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