Home Authors Posts by Annex Wealth Management

Annex Wealth Management

Annex Wealth Management
557 POSTS 0 COMMENTS
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.

Is September a bad month for stocks?

Monthly averages can be driven by wild moves that have nothing to do with what month it is.

The Friday jobs fairy tail

If you hear economists use the phrase, “It was a Goldilocks report,” please remember Baby Bear and that Goldilocks was a criminal.

Potential pain for consumers?

Government spending on infrastructure set to ramp up but potential pain ahead for consumers. While markets look to be turning up and it's time to get selective, rising energy prices are inbound.

Recent Jobs Report: Impact On Wages, Consumer Spending

Markets react favorably despite unemployment increase. Consumer spending also increased, but incomes didn’t keep pace. Annex Wealth Management's Brandon Lehman and Brian Jacobsen discuss.

The Feast before the Famine?

The swing from spending on services to goods during COVID and then back towards services may be petering out.

Is there any truth to the “bad news is good news”...

The good news is that the Fed might feel like it can stop pumping the brakes on the economy.

Job hopping? That’s so 2022.

People seem to be more skittish about just up and quitting. They’re holding onto jobs a bit more tightly than a year ago.

401k Loans | Investing In Fan Favorite Companies | S&P 500

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

The two-cocktail political pairing

With Jackson Hole and the Republican presidential debate in the rear-view mirror, Dan and Dave reflect on what happened at each event and the potential economic and political ramifications. Dave also shares someone's two-cocktail political pairing.

The fear factor

New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession.

Interest Rates Will Remain High, We Are On Watch For A...

Annex Wealth Management's Dave Spano and Derek Felske discuss the Jackson Hole Fed meeting, interest rates, and the possibility of a credit event.

Death, taxes, and losing your shirt

Unlike paying taxes where there is a deadline, the economy does not obey the clock.

What's New

Biz Videos

Stay up-to-date with our free email newsletter

Keep up with the issues, companies and people that matter most to business in the Milwaukee metro area.

By subscribing you agree to our privacy policy.

No, thank you.
BizTimes Milwaukee