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.

Tight policy hurts from the bottom up

Annex Chief Economist Dr. Brian Jacobsen sits in for Dave Spano. The discussion turns to slowing economic indicators. Is it what the Fed wants to see? Also, what's the Trump conviction mean for markets?

Growth: Slowing to a crawl

Strength: Average stock is better than the index. Weakness: Auction anxiety is back. Opportunity: Oversold interest rate sensitives are good for a trade. Weakness: Growth cools faster than inflation.

Personal Spending Declines As Growth Slows

What wildcards could affect inflation’s current reduced growth rate? As personal spending declines and GDP is revised downward, consumers seem to be making a statement on where they think the economy is headed. Annex Wealth Management's Brian Jacobsen explains.

Part-Time Work Affecting Social Security | The SPY Rally | A Mystery Bank Wire

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: Part-Time Work Affecting Social Security | The SPY Rally | A Mystery Bank Wire

NVIDIA kills it

NVIDIA is the coolest kid in the class but we're beginning to see a bifurcated economy. Opportunities exist by focusing on quality but a growth scare poses a threat.

Dow Touches 40K – Are Consumers Happy?

A “decent” inflation report sparked a market rally, but did the rally extend to the bond and housing markets? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss, and talk about our latest inflation guide, available at annexwealth.com/inflation.
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DOW 40k!

A 40,000 DOW is a strength while there are more cracks in the consumer's facade. Why sell in May when you can just stay? And a no-landing but turbulence ahead appears as a threat.

Dow Touches 40K – Are Consumers Happy?

A “decent” inflation report sparked a market rally, but did the rally extend to the bond and housing markets? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss, and talk about our latest inflation guide, available at annexwealth.com/inflation.

Inflation. A messy sort of data.

Rising earnings expectations are a strength but is the labor market beginning to crack? An opportunity exists to rethink real assets but the threat of decelerating economic growth has arrived.

Consumer Sentiment Shrinks – Earnings Expectations Rise

Consumers are feeling "the pinch" - but do corporate earning expectations share the dour view? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

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