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.
Are Roth 401(k)s The Only Way To Go? | Single Cash Positions
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.
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.
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
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Any election signals from the markets?
One week to go. The Trump campaign has momentum, but we've also seen results that haven't matched past enthusiasm. Don't get over your skis.
The Halloween Episode
Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.
Fed Cuts Rates. Interest Rates Rise?
Things seem to be disagreeing: Beige book data seems to disagree with the “hard” consumer data. After the Fed cut rates by 50 basis points, the rate on an average home loan has increased. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Two weeks to go
Is the market a good indicator of who's going to win the presidential election? What are we seeing in the Trump trade vs. the Harris stocks? Dave Spano and Dan O'Donnell discuss. And is the Elon Musk $1 million daily giveaway legal?
