Annex Wealth Management

A key challenge for investors is to not let their political opinions adversely affect their portfolios. Political winds change and they don’t tend to be the biggest drivers of returns in portfolios.

In regards to the weekend 'mutiny' in Russia, maybe investors are simply asking, “What does this really mean for the profitability of corporate America?” Answer: probably not much.

FOMO: the fear of missing out. Is that what's happening? And what might derail it?

Global unemployment is the lowest in decades while US productivity plunges amidst rising wage rates. Options are cheap for those worried about current conditions while the potential for pain with low quality companies and deteriorating earnings is a threat.

Stocks closed down after a significant rally, but the US economy still hasn’t suffered the downturn experienced overseas. Will the Fed continue to raise rates in 2023? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

Different markets in different countries have their own dynamics. That’s where there can be a diversification benefit to investing globally.

The Fed's statements about what they *plan* on doing is referred to as “forward guidance.” But, their forward guidance is only as good as their forecasts.

Maybe the housing market is beginning to roar back, but investors should be careful.

Each week, members of the Annex team work together to answer your questions. This week, Annex's Sarah Kyle and Matt Morzy answer your questions on: Is The 60/40 Portfolio Back? Active vs Passive Investing. Is There A Risk Tipping Point? and Is "AI" The New Buzz Term?

AI is leading to a broadening of the market while lending conditions have gotten tighter. Is there an opportunity in down capitalization names and what is the threat to economic growth taking a lead from credit conditions?