Sponsored Content
This content is made possible by our sponsors. Click here to learn more.
$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?
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.
Bringing a Vision to Life: The Woods—A GreatLife Community
Can you briefly describe the components of the project?
The Woods - A GreatLife Community is a new and...
Creating opportunity and a modern workspace for Proserv Aviation
Can you briefly describe the components of the project – the scope/ size of the project and what it...
New Development: Tailored Label Products new headquarters
Can you briefly describe the TLP development and Bence Build’s role?
Bence Build was awarded the opportunity to develop, design...
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.
- Advertisement -
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
The Powell Pause and the power of lower expectations
What the pause means for fixed income and equity markets is a strength while equity valuations remain a weakness. Expectations are low, that's an opportunity. That along with short positioning has led to a decent rally so far. The Fed remains the threat.
The Powell Pause, Earnings, & The Jobs Report
The markets rallied this week, treasury yields fell significantly, and the Powell pause continues. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.