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Annex Wealth Management

Annex Wealth Management
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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.

Retaining 529 Investment Value | 401(k) vs. HSA | Investing In...

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matt...

Who’s got bad breadth?

Artificial intelligence is here and a definite strength Meanwhile, bad breadth pulls equity returns lower and is a weakness. Look to risk/reward for stock and bonds for opportunities and be mindful of the threat of increasingly tighter conditions.

Winners, Losers, & GDP

Another negative week, with the S&P 500 down nearly 3%. GDP and Earnings Reports moved the markets. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Fears versus Reality

Historically, corrections become bear markets when fears become reality.

Analysis Paralysis

Investors need to embrace the fact that every decision about the future requires a leap of faith.

Cyclical and predictable?

Next time some mentions a market cycle or economic cycle, ask them what’s so cyclical about it.

Israel-Hamas. Teetering on the knife’s edge.

Two US carrier groups are nearby. Hezbollah could come off the sidelines. What's an investor to do? Dan and Dave dissect a delicate situation in Israel and Gaza. The next GDP report is inbound and could be strong but inflation remains an issue. And which of our two hosts is an admitted Dollar Tree Superfan?

Time for a Powell pause?

The consumer is like the Energizer Bunny...but bonds shouldn't be this nerve wracking. On the other side, if you can hold them, bonds might be an opportunity. Watch for a rally before reality, because reality eventually bites.

Treasury Yields Rise, Geopolitics Continue to Take Their Toll

Inflation has trended down, but wages and energy prices put pressure on expectations. Treasury yields continue to rise, and geopolitical risks around the world take their toll on the market. Annex Wealth Management’s Dave Spano and Derek Felske discuss.

The Powell Pause

The Fed has been the arsonist and the firefighter. They were too slow to react to high inflation and then they reacted by hiking rates with reckless abandon.

China. The comeback kid?

In the third quarter, China's gross domestic product grew at a 5.3% annualized pace. Consumption was a big driver of growth while the property sector is still struggling.

Multi-speed world

A roving recession that hasn’t affected the consumer, yet, could turn into a stumbling recovery for everyone else.

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