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.
Earnings beats galore
The Annex Wealth Management SWOT Podcast. Hosted by Jason Cooper, Director of Equity Research
Earnings, The Fed, Tariffs, & Geopolitical News
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Trump’s new big announcement on India tariffs, as well as the likelihood of a September rate cut.
The job report gets a ‘D’
The Annex Wealth Management SWOT Podcast. Hosted by Brian Jacobsen, Chief Economist
https://open.spotify.com/episode/6rpxNhhdAtXtHlDj4h6YLy
A Fresh Jobs Report, The Shifting Sands Of Trade Policy, & A Mutiny At The Fed?
Two fed officials dissent from monetary policy moves — an outcome that hadn’t happened since 1993. A fresh jobs report is out and it’s not great. And how do rate cuts actually affect consumers? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
U.S. Trade Triumphs and Economic Strategy Under Scrutiny
The U.S. has secured a series of favorable trade deals, most notably with the European Union, positioning itself as a dominant global economic force while pressuring China ahead of a looming deadline. Meanwhile, concerns grow over the long-term impact of tariffs, Federal Reserve tensions, and rising national debt. Tune in to The Difference, with Dan O'Donnell and Dave Spano.
Stock dips and growth
The Annex Wealth Management SWOT Podcast. Hosted by Matt Morzy, Director of Research.
Wealth Prompt: Portfolio Construction
Portfolio construction. It's how Annex clients can participate during periods of volatility.
Is Jerome Powell #OpenToWork
Join Dan O'Donnell and Dave Spano on The Difference, where in this episode they examine the palpable tension between President Trump and Chairman Powell, as well as trade negotiations, interest rate strategies, and the fallout from some major political events.
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The consumer remains strong
The Annex Wealth Management SWOT Podcast. Hosted by Ken Bellinger, Research Analyst.
More Signs Of Growth
Earnings season has begun, and while it appears growth is underperforming Q1, it remains positive – and seems to be showing signs of continuing. Annex Wealth Management’s Brian Jacobsen & Danny Clayton discuss.
Wealth Prompt: Charitable Giving
Charitable Giving. It's on the rise, which is great news! Even better, there are numerous ways to achieve your philanthropy goals.
Can America Afford Its Future?
Dan O'Donnell and Dave Spano unpack the economic balancing act facing the U.S.—from looming tariff deadlines and ballooning deficits to Fed uncertainty and the long-term sustainability of entitlement programs. Tune into The Difference as they dive in.
