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Annex Wealth Management

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.

Can We Trust China’s GDP Numbers?

The Bull Market stumbles, World Banks actions may be strengthening the dollar, and can we trust China’s growth? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Vegas and Presidential election odds

Fresh off a weekend trip to Vegas, Dan O'Donnell shares a few stories while Dave Spano zeroes in on the latest in presidential election odds. Dan was at a UFC event, Dave is following the Netanyahu-Khomeini action.

King Dollar. Still the safe haven.

The dollar is still king while that hot CPI print is a weakness. Opportunity exists in corporate bonds for income, but the unknown unknowns are a threat.

An Inflation Bounce

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss this week’s CPI report and the recent geopolitical news.

The Fed can’t get it wrong again

Is the Fed in a precarious position? Economists are increasingly uncertain about Fed rate cuts this year. Dan and Dave discuss the latest. Dave's got good news: earnings seasons starts soon and it might be healthy.

Gold shines

Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify.

Fed Governors Seem To Disagree

In a week that saw the Manufacturing Index increase for the first time in 16 weeks, several Fed Governors weighed in with their opinion on potential rate cuts in 2024. What does their disagreement mean for volatility? Annex Wealth Management's Dr. Brian Jacobsen and Mark Beck discuss.

Powell and the Fed don’t seem too worried about inflation

On the same day Dan O'Donnell interviewed former president Trump on his radio show, Brian Jacobsen fills for Dave Spano and provides his take on Jerome Powell and the possibly ambivalent reaction to stubborn rates.

The return of supply chain issues?

Firmness in treasury yields but non AI sales projects face an elongated sales cycle. There are opportunities as the overall market broadens but deficits are keeping rates elevated.

Rate Cuts: Are We There Yet?

Powell is willing to cut rates – but when and how many? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Does That Influencer Have Credibility? | Matching What I See On...

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: Does That Influencer Have Credibility? | Matching What I See On CNBC

Declining inflation doesn’t mean prices are going down

When it comes to inflation, Boomers could be the only ones who might not care.

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