Podcasts de la chaîne Annex Wealth Management ‑ Apple Podcasts

Chaîne • 5 émissions

Investissement

Investissement

Chaque semaine
Investissement

Investissement

Chaque semaine
Investissement

Investissement

Chaque semaine
Investissement

Investissement

Chaque semaine
Investissement

Investissement

Chaque semaine

-4 J

Saturday, November 23rd. Trading one uncertainty for another

Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains.

-4 j

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34 min
-3 J

Are we in a melt-UP?

Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you.

-3 j

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13 min
-2 J

More Trump cabinet issues? The Bessent dissent.

Dan says the nominee worked for the entity that was the 'most destabilizing force in the US'. Dave says Bessent has the skills to tackle a very full plate of issues.

-2 j

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16 min
18 NOV.

'Boring' is becoming the new 'interesting'

Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners

18 nov.

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18 min
-3 J

Sunday, November 24th. Gold stars for NVidia and Walmart.

Yields fell this week, showing the dollar and Treasury debt are still “risk-off” assets. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share some thoughts on the value of an advisor with Brandon Lehman, director of Annex Private Client. Who needs an LLC? Maybe you. Wealth Manager Keith Butler fills us in.

-3 j

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56 min
16 NOV.

Saturday, November 16th. Policy coming into focus.

President-elect Trump is building out his cabinet while making day-one priorities clearer. Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?

16 nov.

•

34 min
18 NOV.

Trump bump keeps chugging

Auto, banks, financial institutions, and independent power producers have momentum while other sectors don't. President-elect Trump is clearly following his campaign trail promises---and the market is responding.

18 nov.

•

15 min
11 NOV.

Tax Cut Trump or Tariff War Trump?

Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats.

11 nov.

•

15 min
17 NOV.

Sunday, November 17th. The Trump Bump Continues.

Revenge spending is no longer really a thing, but there could be some relief spending to help growth. Dave Spano and Brian Jacobsen present our Week-in-Review. Branch Director Robert Chastain shares some thoughts on behavioral finance. We'll also examine mistakes we make during each decade of our lives and how to prevent them.

17 nov.

•

56 min
4 NOV.

Election week

Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat.

4 nov.

•

10 min

Annex Wealth Management is a fee-only fiduciary RIA dedicated to education and information. We regularly produce informational programs, podcasts, and videos.

Site web

Meilleures émissions

Saturday, November 23rd. Trading one uncertainty for another

Are we in a melt-UP?

More Trump cabinet issues? The Bessent dissent.

'Boring' is becoming the new 'interesting'

Sunday, November 24th. Gold stars for NVidia and Walmart.

Saturday, November 16th. Policy coming into focus.

Trump bump keeps chugging

Tax Cut Trump or Tariff War Trump?

Sunday, November 17th. The Trump Bump Continues.

Election week

À propos

Meilleures émissions

Meilleurs épisodes

Saturday, November 23rd. Trading one uncertainty for another

Are we in a melt-UP?

More Trump cabinet issues? The Bessent dissent.

'Boring' is becoming the new 'interesting'

Sunday, November 24th. Gold stars for NVidia and Walmart.

Saturday, November 16th. Policy coming into focus.

Trump bump keeps chugging

Tax Cut Trump or Tariff War Trump?

Sunday, November 17th. The Trump Bump Continues.

Election week

À propos