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 proposed $5 Trillion tax increase
Fresh from a trip to Europe including Normandy, Dan O'Donnell is raring to go. So is Dave Spano as the mammoth proposed tax increase has the potential to upend....everything.
Time to cut? The Fed vs The Market
There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.
Cuts Coming: How Many, How Much, Unclear
Fed Chairman Powell indicated that cuts to the Fed Funds rate are imminent - but it remains to be seen how much and when. Will the BLS reporting error affect the election? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Volatility produces a lot of opportunity
Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a...
Recession Fears Fade
Annex Wealth Management's Brian Jacobsen discusses the factors that led to a better-than-expected retail sales report.
Why fear the first cut?
The economy is slowing. Dave Spano and Dan O'Donnell discuss economics and politics including the media's reluctance to ask...
Stock Buying Opportunities | Taxes Withheld From Social Security | Life In Retirement
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: Stock Buying Opportunities, Taxes Withheld From Social Security, and Life In Retirement
Sometimes strengths can bleed over to weaknesses
Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed...
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Mixed Messages Lead To Messy Markets
Annex Wealth Management's Dave Spano and Brian Jacobsen discuss the factors that led to Monday’s market volatility, and what we can expect going forward.
Monday’s global market rout
Wall Street's 'fear gauge'--the VIX--hits the highest level since the 2020 pandemic market plunge. Dave Spano and Dan O'Donnell cover the market reaction before pivoting to the intersection of the economy and politics.
Trading last week looked…frightening
Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news.
Beginning Of Correction: What Happens Now?
A disappointing jobs report, market rates coming down, and the inverted yield curve starting to un-invert. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
