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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?
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.
Will The Fed Cut Rates?
It looks like the Fed may be at the end of their rate hiking schedule and a pivot will likely happen in 2024 – but when? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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Grandparents Funding 529s – Tax Advantages (ETFs vs. Mutual Funds) – Sell or Hold Stock?
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:
 - Grandparents Funding 529s
 - Tax Advantages (ETFs vs. Mutual Funds)
 - Sell or Hold Stock?
Creating a culture of kindness and continuous improvement
Milwaukee Area Technical College is a public, two-year vocational-technical college
How does your organization prioritize and promote happiness and life...
Chief cheerleader and people motivator
Non-profit supporting Ovation Communities; a Jewish senior living campus
What steps does your organization take to help employees find meaning...
Early resolution for 2024? Balance.
The buy-the-dip-reflex seems to be strong while the slow slide into stagnation is a weakness. There's an opportunity to get back into balance but data dependence equal skittish investors.
