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 Fed is willing to wait. Homebuyers might not be.
Fresh off a week-long losing streak on Wall Street, Dave Spano and Dan O'Donnell cover the Fed, interest rates, and what could transpire during one or both of the national political conventions.
“It feels worse than it’s been” (the week, not the podcasts)
Global growth is better than expected but higher mortgage rates are dampening housing. There's opportunity as April showers bring...
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.
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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.
