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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.
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...
Two PHDs walk into a podcast…
Double PHD's on this episode. Good news IS good news but weak holiday guidance is an issue. Genuine growth is scarce, demands a premium, and is an opportunity while a longer rate pause with faster cuts is a threat.
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Thankful. And ‘choiceful’. What’s the difference?
Dan and Dave find reasons for cheer this Thanksgiving week; consumers keep spending, GDP looks healthy, and the Fed might be done raising rates. But why are CEO's being 'choiceful', and what exactly does that mean?
Are we seeing end of the year FOMO?
Santa's sleigh is being pulled by some Bulls --but risk reward is looking risky. Dumpster diving is back on the menu but the Fed is hurting the government more than Warren Buffet.
Inflation Appears To Be Cooling – Will It Continue?
The main inflation drivers are supply chain and demand – and much of the recent inflation reduction has been driven by supply side factors. Will inflation continue to cool going forward now that the fed is having a big effect on demand? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Social Security | Target-Date Funds | Becoming An Accredited Investor
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:
0:24 Social Security
2:05 Target-Date Funds
4:35 Becoming An Accredited Investor
