Annex Wealth Management

Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm with offices throughout Wisconsin. Individuals, families, corporations and other institutions trust our relationship-oriented philosophy.

The Trump Bump

October CPI was hotter than expected and the inflation conversation continues. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

The Art of the Deal, 2025 version

After a clear mandate, President Trump and team are rolling up their sleeves and getting ready for January 20th. What might we see? Dan and Dave discuss.

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.

The Presidential Election edition

Get ready for plenty of electoral math---this election is looking to be a tight one. Dave Spano and Dan O’Donnell present myriad scenarios of where it could wind up.

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.
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The Misery Index And Votes

A disappointing jobs report could be a sign of a softening economy. Will the misery index guide voter attitudes, as it has in the past? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

Moving Into A Higher Tax Bracket | Alternative Investments

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Moving Into A Higher Tax Bracket and Alternative Investments

The Halloween Episode

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

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