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Should I wait until the market recovers to rollover a 401k?

What are the disadvantages of probate? Should I wait until the market recovers to rollover a 401k? 401k splits - how much to Traditional, how much to Roth? Taxes on a side hustle. Annex Wealth Management's Jill Martin and Sarah Kyle provide answers.

The opportunity for active management

Natural resources and the labor market, the strength of the dollar, emerging markets, and political instability sharpen the focus on the importance of active management.

Fed Projections Aren’t A Soft Landing

While the markets anticipated another 75 basis point hike in the Fed Funds rate, some analysts were surprised to hear the Fed revise its projections for a rougher 2023. Can both GDP and unemployment rise in 2023? Annex Wealth Management's Mark Beck and Jason Cooper discuss.
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Planning In A Downturn: Not Everyone Has A Cardi B

As the markets await the Fed's next rate decision, many indicators seem to indicate an economic downturn - and the potential that some areas may worsen in the coming months. It may be time to review what you own, and why - or look for a wealthy relative to assist. Not everyone has the latter choice.

The Fed has more work to do.

While the consumer still spends, the yield curve inverts. Fixed income becomes more attractive while the Fed fights to reduce demand to combat inflation.

FEDEX’s Huge Earnings Miss May Be A Sign

Many analysts consider FEDEX an economic bellwether, so when the company reported a massive earnings miss, the markets noticed. Is FEDEX demonstrating a future problem - or are earnings already off? Annex Wealth Management's Dave Spano and Derek Felske discuss.

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