Annex Wealth Management

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

Diversification is not a buzzword--it's a strength. Meanwhile, consumer fragility emerges as a weakness while cash on the sidelines presents an opportunity. Beware of the threat of chasing momentum.

The S&P followed the NASDAQ to 20% growth since last October's lows. Small caps show strength, as does the Japanese market. Will this bull run stay? Will the Fed raise rates next week? Annex Wealth Management's Dave Spano and Derek Felske discuss.