Featured: The Annex Wealth Management 2022 Year-End Tax Guide 1. Inflation Softer Than Expected, Keeping An Eye On US Dollar 2. Does Your Tax Strategy Need Consideration? 3. Capital Gain/Loss Planning: Capital Gains Distributions; Tax Loss Harvesting 4. Converting...

1 | Week In Review Will Interest Rates Continue To Rise?As the Fed increased rates by the expected 75 basis points, what’s in store for interest rates moving forward? 2 | Poll Does Your Tax Strategy Need Consideration? A recent survey of tax professionals on tax...

1 | Week In Review Markets Close Up Again Despite Rising PCEWhy do analysts still see a recession while GDP was up? Annex Wealth Management’s Dave Spano and Derek Felske discuss.2 | Poll Do You Feel Prepared? SourceBACK TO TOP ↑ 3...

1 | Week In Review Markets Enjoy Rebound Week As Euro Economy SuffersAll major indices were up this week, despite the 10 year Treasury going up by over 20 basis points. One reason is likely the gloom experienced in Europe, which faces a strong dollar and a looming...

1 | Week In Review Inflation Stays Hot. Look For Another Rate Increase.Early earnings reports have been pretty good, but CPI, PPI, and retail sales did not report positively. What can we expect from the Fed? Annex Wealth Management’s Dave Spano and Derek Felske...

1 | Week In Review Employment Hasn't Joined The Recession - Yet.While Friday’s job numbers indicated a healthy employment situation, closer scrutiny may show some signs that the employment market may be changing. Are we experiencing a shallow recession, or the shallow...

1 | Week In Review It Looks Like A Recession In 2023.For the first time, the S&P 500 and the Barclay’s Aggregate Bond Index were down for three successive quarters. The Fed is still focused on halting inflation, which likely means more rate hikes. Is fixed income...

1 | Week In Review Fed Projections Aren't A Soft LandingWhile the markets anticipated another 75 basis point hike in the Fed Funds rate, some analysts were surprised to hear the Fed revise its projections for a rougher 2023. Can both GDP and unemployment rise in 2023?...

1 | Week In Review FEDEX's Huge Earnings Miss May Be A Sign Many analysts consider FEDEX an economic bellwether, so when the company reported a massive earnings miss, the markets noticed. Is FEDEX demonstrating a future problem - or are earnings already off? Annex...

1 | Week In Review Markets End Down Streak - Now, Analysts WaitUS Markets ended a multiple-week stretch of down weeks, retracing some of losses experienced earlier this year. Analysts now will wait for Tuesday’s CPI numbers: have we seen peak inflation? Annex Wealth...