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.
Why markets get moody
Yesterday, Moody’s Investor Services helped trigger a bout of pessimism when it downgraded some banks. Not much actually has changed.
Credit card defaults are rising
The default rate is headed the wrong way, rising to 3.7% in June.
The Fitch effect. What did the downgrade do?
Dan and Dave review the downgrade from Fitch and what it means for markets. Do Americans really need $1.8 million to retire? That’s what a Schwab survey found. And has the recession been cancelled or just postponed?
Deficits consistent with a recession, not an expansion
Economic growth still supportive but concern over big debts and deficits. Short bonds and multinationals vs unanchoring of inflation expectations.
There Is An Alternative To Stocks
US Debt was downgraded and earnings reports were mixed. Some simple math seems to show there is now an alternative to stocks. Annex Wealth Management's Dave Spano and Derek Felske discuss.
When diversification appears broken.
People don’t think about diversification until it doesn’t work.
Guess whose credit got dinged?
Fitch, a credit rating agency, downgraded US government debt from triple-A. Does it matter?
Job openings are trending downward. Why that’s good.
For a long time, job openings far exceeded the number of people actually looking for work. That's changing.
Any time you see 90% of economists agree on something…
Jobs, spending, earnings, and optimism remain healthy with no sign of the 'promised' recession. So what would happen if a recession began during an election year?
Parts of the consumer base are starting to suffer
The economy continues to power ahead while the bond market is dealing with returns vs. expectations. Are there opportunities to add duration and within commodities? Credit is tightening which is affecting some consumers.
Better-Than-Feared Earnings Report Season
Alphabet, Meta, Microsoft, and Intel report better-than-expected results. The Fed raises interest rates 25 basis points. Is investing in AI a drag on earnings? Annex Wealth Management’s Derek Felske is here to discuss.
The roving recession may be over
There were a few pleasant surprises in the GDP report.
