Week In Review

They Might Get Transitory Right, This Time

Chairman Powell used a term he hadn’t used in a few years to describe inflation – “Transitory.” Why would he use it again, and how is the economy different now than it was the first time the term was used? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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Early 2025 Volatility

Emotion and investing aren’t great partners, especially when the market is volatile. We like when things go up. Some might be fine stomaching a 20% pullback – but others have trouble with a 6% dip. We understand that. Annex Wealth Management’s Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director Of Research, Matthew Morzy, CFP® are here to discuss.

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Diversification In Investing: A Key Strategy To Reduce Risk

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Annuities | Warren Buffett Hoarding Cash | Distinguishing Between ETFs & Mutual Funds

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BROOKFIELD | Single In Retirement: Financial Planning Strategies

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