Whitepaper: Capital Market Assumptions & The Connection To Financial Planning Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, Chief Economist | January 9,...
Week In Review Fed Tries Not To Repeat The Past Saying farewell to President Jimmy Carter can cause some to recall the challenges our country faced in the 70’s – and the challenges faced by Fed Chairman Paul Volcker. Today’s Fed seems driven to avoid the mistakes of...
Week In Review Impact of Debt Ceiling On Rates & The Dollar This week saw more non-economic events touch the markets. A split in policy between the Fed and ECB has affected the dollar, and what happens to the dollar if we hit the debt ceiling? Annex Wealth...
Week In Review Amid Uncomfortable Geopolitics, The US Remains The Oasis Heading into 2025, the US is still dealing with inflation, but seeing growth, expecting M&A, and a continuation of the easing fed. Annex Wealth Management’s Dave Spano and Brian Jacobsen...
