Annex Wealth Management

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.

Employers are maintaining headcounts even as demand softens.

If the writer’s strike stretches to late August, scripted shows stay on the sidelines. Without new content, many will spend more time with Prime Video, Hulu, Max, and Netflix.

If AI can fake a song from Drake and The Weeknd, suddenly, the kidnapped kid or grandchild in jail scam gets a lot more believable.

Each week members of Annex Wealth Management's team answer your questions about finances, investments, the economy and managing wealth. This week, Matt Morzy and Trevor Nargis answer questions on: What To Learn From Earnings Calls and Dividend Policy & Buying Dividend-Producing Stock