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.
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.
Jobs, Consumer Sentiment, & Earnings
We saw positive wage and consumer confidence numbers, as well as a positive jobs report. Earnings were a mixed bag. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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I-bond Rates – Using Roth IRA To Buy First Home – 529s And Diversifying
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: I-bond Rates, Using Roth IRA To Buy First Home, 529s And Diversifying
The Dan O’Donnell/Dave Spano election wager
Not long after a pretty solid sample of rapping from Hamilton (the hip-hop musical), Dave reminds Dan of a $100 bet on the line.
Chipotle buy-now-pay-later?
Besides learning why one of the members of the Investment Team uses buy-now-pay-later for Chipotle, there are plenty of other things to talk about. Yields are down but asset prices are up but is there weakness in the Magnificent Seven? Opportunity might exist in underperforming sectors that are poised to turn but the threat remains whether or not the Fed will stick the landing.
Investing Life Insurance – Are Fractional Shares A Fad? – How Many 529 Plans?
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This...
