Week In Review Tech Pushes S&P 500 Above Previous Peak Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss tech, the World Economic Forum, and when the Fed might cut rates. Ask Annex Investing HSAs | Where Should My Money Go? | Rate Cuts | Moving Money...
Week In Review Inflation Mixed Messages: CPI Hot, PPI Not The recent Consumer Price Index and Producer Price Index reports are giving mixed messages for inflation. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Ask Annex Roth IRA Vs. Pre-Tax 401(k)...
Week In Review Market Fails To Stage A Santa Claus Rally Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the good and bad of last year’s rally, and what to expect going into 2024. Ask Annex Recent Tax Law Changes | Investments After IRA | 4% Withdrawal...
Special Edition Year In Review Annex Wealth Management’s Dave Spano and Brian Jacobsen look back at 2023. Most-Watched Week In Review There Is An Alternative To Stock US Debt was downgraded and earnings reports were mixed. Some simple math seems to show there is now...
Week In Review The Santa Claus Rally Begins The Santa Claus Rally is real, and it could mean good things in January. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss positive economic news, slowing inflation, and a dovish...
Week In Review Will The Fed Cut Rates? It looks like the fed may be at the end of their rate hiking schedule and a pivot will likely happen in 2024 – but when? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Ask Annex Grandparents Funding 529s | Tax...
