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.
Reverse Mortgages – Moving Money Back In Equities – Equities Moving To A New Index
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 Morzy and Fred Coleman answer your questions on Reverse Mortgages - Moving Money Back In Equities - Equities Moving To A New Index.
2023 in review, 2024 straight ahead
Momentum continued but China and the Credit Crunch were a drag. Opportunity exists for active managers while the Fed being slow to react to deteriorating conditions is a threat.
The Christmas Episode
Santa Claus came for small caps but the dollar has been dashing downward. Stock pickers need to do some homework but will it be a blue Christmas for bonds?
The Santa Claus Rally Begins
The Santa Claus Rally is real, and it could mean good things in January. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss positive economic news, slowing inflation, and a dovish fed.
Reverse Mortgages – Moving Money Back In Equities – Equities Moving To A New Index
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 Morzy and Fred Coleman answer your questions on: Reverse Mortgages - Moving Money Back In Equities - Equities Moving To A New Index
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The Fed’s 2023 holiday gift
On our final podcast of 2023, Dave Spano and Dan O'Donnell discuss the recent rally, bump up against a couple of conspiracy theories, and what people are talking about at holiday parties when it comes to next year's presidential election.
The transition from pause to cut can be bumpy
Interest rate sensitive assets are a strength while the Magnificent 7 might be going from magnificent to middling. There is opportunity in the catch-up trade but transitions can be hard.
Will The Fed Cut Rates?
It looks like the Fed may be at the end of their rate hiking schedule and a pivot will likely happen in 2024 – but when? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Grandparents Funding 529s – Tax Advantages (ETFs vs. Mutual Funds) – Sell or Hold Stock?
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 Morzy and Fred Coleman answer your questions on:
 - Grandparents Funding 529s
 - Tax Advantages (ETFs vs. Mutual Funds)
 - Sell or Hold Stock?
