Annex Wealth Management

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?

The Fed's "Hawkish Pause" has changed the dot plots - but the economy's underpinnings seem to show continued strength. Will we still experience a downturn, or have we experienced a "soft landing?" Annex Wealth Management's Dave Spano and Derek Felske discuss.

Consumers are doing well, but industrial activity isn’t so hot.

Inflation ramped up in 2021 and crested above 9% in June 2022. The year-on-year inflation reading of 4% in May is better, but still not good.

Each week, members of the Annex Wealth Management team answer your questions about the economy, finances, and wealth management. This week, Trevor Nargis and Sarah Kyle answer questions about: Tax-Savvy Saving For Grandkids Closed-End Vs. Closed To New Investors