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.
New home sales are on fire
Existing home sales in July fell 16.6% from a year prior but new home sales are up 31.5%
Getting real about bonds
Government bond yields have been mostly driven by increases in real yields. What does that even mean?
The recession is not cancelled. It is delayed.
Dan and Dave discuss the growing--and looming--US debt.
The China contagion?
Solid portfolio construction manages volatility while the problems with China's economy have the potential to spread wider. Opportunities exist via active management while threats include the effect of quantitative tightening.
Atlanta Fed Report: US Economy More Durable Than Expected
Economists previously guaranteed a recession - but the recent Atlanta Fed Report says otherwise. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Level vs. Rate Of Change
What's the difference? The monthly job reports are a good example.
Some Economic Recovery, But We’re Still On A Rollercoaster
Most people think business cycles are actual cycles, but they're more like a rollercoaster.
China: Contagion or Contained?
Is the Chinese economy a "ticking timebomb"? Annex Wealth Management's Chief Economist Brian Jacobsen takes a look.
AI Hype, Tracking Inflows, Comparisons, How Are REITs Doing?, Repaying Student...
AI Hype, Tracking Inflows, Comparisons, How Are REITs Doing?, Repaying Student Loans
Consumer Sentiment Up, But Volatility Looms
Both consumer and small business sentiment are up, but earnings volatility may contribute to an overall volatile future. Opportunities may lie in value and energy, but some fear a change in the equity markets.
Inflation Lower, But Prices Continue To Creep Up
China's deflationary environment is not being imported to the US. What does that mean for commodity prices and the markets? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
What did the latest CPI number tell us?
The most visible 20% of spending is moving higher.
