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.
We’ve identified that huge sucking sound
Manufacturing might be finding a footing in the US while inflation remains a weakness. Cross-country divergences create opportunities while threat is the giant sucking sound of liquidity.
Inflation Pops, Bonds Drop
CPI and PPI reports are out, and the Federal Reserve continues to push back rate cuts. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Maxing Out 401(k) | Investing In International Stocks | Old Stock Certificates Found
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This...
…this is a time most reminiscent of 1998
The economy is strong and the market is pushing while the US dollar's potential is weakening. There's opportunity to slowly and proactively move money into longer dated bonds while a threat of euphoria is beginning.
A Rally Begins Amid Election Year Drama
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Super Tuesday, Biden’s State Of The Union, the strength of the economy, and potential rate cuts.
Custodial Brokerage Accounts | Banking Crisis Coming? | Dollar Cost Averaging
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.
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Rates and inflation remain sticky
Markets don't do much in election years until the outcome is clear.
The Boom Continues
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the current Goldilocks scenario, a possible June rate cut, and what you might expect from the market during an election year.
A second wave of inflation?
252 days out from the presidential election, Dave and Dan still don't quite agree on the eventual match-up.
AI Hype | Health Insurance After Retiring | Moving Cash Into S&P 500 Fund
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This...
