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DCA, Active vs Passive, Sequence of Returns Risk, High Net Worth Tax Strategy

Every week, members of the Annex Wealth Management team field your questions on all sorts of wealth management topics. This week, Annex Wealth Management's Sarah Kyle and Matt Morzy answer questions on: DCA in down markets?; Active VS Passive; Sequence Of Returns Risk; High Net Worth Tax Strategy

A BIG week meets the SVB factor

The continued strength of inflation, valuations continue to be high while the equity risk premium stays low. The decline in interest rates meets continued Central Bank tightening.

More Signs Rate Increases Are Taking Hold

The recent jobs report adds to signs that the Fed is at a crossroads. How much should rates be increased next? Annex Wealth Management's Dave Spano and Derek Felske discuss
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Not the jobs data we want to see

Numbers up front: 10.8 million open jobs. That kind of demand creates wage inflation which contributes to the issue the Fed is trying to fix.

So much for 25 basis points

Inflation isn’t behaving. The Fed's goal is 2%. There is a lot of daylight between that and the current inflation rate of 6.4%.

The stunning stat about ChatGPT’s growth

ChatGPT stories are everywhere. Dan and Dave discuss the potential along with some pitfalls. Dave floats an interesting conspiracy theory about COVID.

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