Week In Review Pushback, Bellwethers & Deficits The S&P closed over 5,000 and the Dow Jones just short of 40,000. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss what’s driving them. Ask Annex The FIRE Movement | Market Neutral Stocks |...
Week In Review Positive Jobs Report, Bad News For Interest Rates Good news is bad news. A positive jobs report likely means that the fed will delay interest rate cuts – Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Download HOT OFF THE PRESS!...
Week In Review Will There Be A Recession In 2024? We didn’t have a recession in 2023. Looking ahead, will we eventually have to pay the piper? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Ask Annex Indices To Follow | Consolidating 401(k)s | Low...
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...
