Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.Por Annex Wealth Management

Earnings stories. Remember the "Dow Theory" with transports being a leading indicator? Dave Spano and Brian Jacobsen present our Week-in-Review. Robert Chastain shares a few nuggets of wisdom from Warren Buffet. What are Passion Assets and why do they matter?Por Annex Wealth Management

Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning.Por Annex Wealth Management

A tale of two chipmakers. ASML whiffed while TSMC hit it out of the park. Dave Spano and Brian Jacobsen present our Week-in-Review. How does Annex aid clients in the 1st year after losing a spouse? What are 7 signs it might be time to retire? And what are money lies we tell ourselves?Por Annex Wealth Management

Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat.Por Annex Wealth Management

Rates are still restrictive, even with a cut. They're easing off the brake, not pushing on the accelerator. Dave Spano and Brian Jacobsen recap the week. What is and what isn't financial planning? We'll cover that. Robert Chastain reviews 5 things that can happen within your family that'll put a dent in your retirement plans.…

The port strike ends and a healthy jobs report arrives. Dave Spano and Brian Jacobsen present the Week-in-Review. Is there a psychology of spending in retirement? You bet, and Deanne Phillips breaks it down. Branch Director Robert Chastain reviews 4 RMD mistakes you should avoid.Por Annex Wealth Management

Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat.Por Annex Wealth Management

China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late.Por Annex Wealth Management

The Gross Domestic Income revisions were large. We're at least starting a slowdown from a place of strength. That can help limit downside risks when growth scares flare up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Annex Private Client and the role it can play with business owners and entrepreneurs. What are retirem…

Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats.Por Annex Wealth Management

Now we’re at the Monday Morning Quarterbacking phase of the cutting cycle. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our awesome Client Services Team that dots I's and crosses T's. What is underrated about your 401k? How about key points of a trust? And what's a quick pre-retirement checklist?…

Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat.Por Annex Wealth Management

A big cut doesn't have to instill panic. A small cut doesn't have to cause concern. Dave Spano and Brian Jacobsen present our Week-in-Review. Our Annex Private Client team discusses surrender squeezes, Robert Chastain covers Gen X, and our financial planning team tackles the question: how much insurance do you need?…

Por Annex Wealth Management

Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our Week-in-Review. Learn more about our Investment Intel webinar, dealing with volatility, and the ramifications of inheriting money.Por Annex Wealth Management

Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast.Por Annex Wealth Management

Is Big Tech not as big of a deal as everyone feared? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also profile the Annex Investment Committee, Annex for Business, and how remarriage affects estate planning. Branch Director/Wealth Manager Robert Chastain covers tips to get on the same page with a spouse for retirement planning.…

There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.Por Annex Wealth Management

The Fed has three mandates (not two): full employment, stable prices, and moderate long-term interest rates. CEO Dave Spano and Chief Economist Brian Jacobsen discuss.Por Annex Wealth Management

Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error.Por Annex Wealth Management

Retail sales looked good but might be superficial. We'll cover it during our Week-in-Review. How does Annex integrate with entrepreneurs and business owners? We'll cover that along with 5 questions to ask to see if we're a good fit for your planning needs.Por Annex Wealth Management

Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.Por Annex Wealth Management

Fasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, the 4 phases of retirement, part-time retirement, and how to approach aging parents who might need additional planning assistance.Por Annex Wealth Management

Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news.Por Annex Wealth Management

Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts will be too little and too late. Dave Spano and Brian Jacobsen present the Week-in-Review. Ask Annex is back along with a solid segment about aging parents. Robert Chastain covers milestone birthdays th…

It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emotional rollercoaster. For a threat, we ask 'has the damage been done'?Por Annex Wealth Management

Companies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle for wealth transfer, and the role of a Certified Divorce Financial Analyst at Annex Wealth Management.…

Strength: The Fed's tone is changing Weakness: Tech wreck Opportunity: Ride the rotation Threat: Snowballing negative sentimentPor Annex Wealth Management

Call it the Trump trade, small caps over large, value over growth. Learn more about the great Boomer Wealth Transfer, the silver lining of delayed retirement, prenups---and a few interviews from this past week's Republican National Convention.Por Annex Wealth Management

Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.Por Annex Wealth Management

A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.Por Annex Wealth Management

Modest progress toward inflation targets for strength but weakness with cracks in the credit armor. Opportunity exists with cheap protection but economic roadburn and politics are weaknesses.Por Annex Wealth Management

What matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What are 6 things you might not want to inherit? We've got the list. Learn more about our Investment Committee, remarriage and estate planning, and what IS and ISN'T financial planning.…

Our strength is continued US exceptionalism while concentration risks in the economy present weakness. Opportunity exists by not extrapolating the downward trend in momentum towards something else while momentum crashes present a threat.Por Annex Wealth Management

Seeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4 types of retirees, what NOT to do when retirement planning, and a look at HENRY's (High Earners, Not Rich Yet). We'll also spend some time with Jeff Pierce, new p…

Nvidia (and chips) are strong while consumers are feeling pinched. There is opportunity with the acceleration of earnings but a threat remains if the Fed acts too little, too late.Por Annex Wealth Management

Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-tim…

Back on track for inflation but lingering weakness in transportation names. Opportunity with quality growth (and AI has legs!) but complacency in the Magnificent Seven.Por Annex Wealth Management

Four members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover financial planning for medical professionals, business succession planning, and what you might encounter in the first 6 months of retirement.…

Interest and dividends are helping retirees but higher rates may eventually bite. There are opportunities in infrastructure and utilities with AI but geopolitical risk is coming back.Por Annex Wealth Management

Will growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about what to do in the first year of widowhood, why it's not a good idea to cash out a 401k, and how lifestyle creep is destructive.Por Annex Wealth Management

Strength: Average stock is better than the index. Weakness: Auction anxiety is back. Opportunity: Oversold interest rate sensitives are good for a trade. Weakness: Growth cools faster than inflation.Por Annex Wealth Management

Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.Por Annex Wealth Management

NVIDIA is the coolest kid in the class but we're beginning to see a bifurcated economy. Opportunities exist by focusing on quality but a growth scare poses a threat.Por Annex Wealth Management

A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.Por Annex Wealth Management

A 40,000 DOW is a strength while there are more cracks in the consumer's facade. Why sell in May when you can just stay? And a no-landing but turbulence ahead appears as a threat.Por Annex Wealth Management

CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.…

Rising earnings expectations are a strength but is the labor market beginning to crack? An opportunity exists to rethink real assets but the threat of decelerating economic growth has arrived.Por Annex Wealth Management

Dave Spano and Brian Jacobsen present the Week-in-Review. What's the latest with the possible cut to Social Security benefits in 2035? Naples Branch Director Robert Chastain covers 6 items you might not want to inherit.Por Annex Wealth Management