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.
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
$33T in debt. We need a hard conversation.
Another threat of a government shutdown. Does it matter? Dan and Dave discuss. What about the Moody's downgrade, the potential for rate CUTS in 2024, and a slowdown/recession in '24?
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It’s a cliche, but when do we NOT have volatility?
Potential earnings improvement is a strength while mid and small cap stocks underperform. For opportunities; the '40' part of a 60/40 portfolio could have good risk-adjusted returns but rising unemployment is a threat.
Earnings Reports & Is Funflation Over?
The mood of the markets has certainly changed. Are consumers beginning to tighten their belts? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Taylor Swift, Seasonality, and Geopolitics
Taylor Swift's economic impact isn't lost on Jerome Powell---or Dan O'Donnell who flung a string of Swift titles at Dave Spano (who was ready). Dan and Dave cover seasonality, geopolitics, and a presidential election less than a year away.
60/40 Portfolio; More Than The Fundamentals?; Employer Contributions & Savings Goals
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
60/40 Portfolio, More Than The Fundamentals?, Employer Contributions & Savings Goals
