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.
Fed May Wait Until September
President Trump got Congress to meet deadlines – the Big Beautiful Bill passed. The Fed does not seem to be as predictable with its actions. Will the Fed lower rates in July? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
I’m Just A Big, Beautiful Bill.
A campaign promise was made, and that campaign promise was met. Dan O'Donnell and Dave Spano react to the Big Beautiful Bill passing into law and the subsequent reactions on The Difference.
2025 so far
The Annex Wealth Management SWOT Podcast. Hosted by Jason Cooper, Director of Equity Research.
Jobs Report & The Fed’s Next Move
Jobs numbers were better than expected, and the next inflation number is set to arrive July 15. What does this mean for the fed’s next move? Annex Wealth Management's Brian Jacobsen is here to discuss.
Wealth Prompt: Model Portfolios
Across the industry, advisors, broker/dealers and asset managers each have their own reason for using model portfolios. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss the benefits and disadvantages, and why it may be good to view them as a starting point, but not an ending point for your portfolio.
Valuation threats
The Annex Wealth Management SWOT Podcast. Hosted by Matt Morzy, Director of Research.
Will Trump Appoint A Backseat Driver For The Fed?
Markets have rebounded from early 2025 lows on the heels of USA's attack on Iran. Will Trump name a Fed Chair appointee nine months before his or her term begins? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
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It pays to be diversified
The Annex Wealth Management SWOT Podcast. Hosted by Jason Cooper, Director of Equity Research
https://open.spotify.com/episode/08mXTpo14YkFZFQLIH2kii
Waiting & Watching
Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss the two big pieces of news that we’re watching – the Israel/Iran conflict and the Fed’s next move.
Tech trade roars back
The Annex Wealth Management SWOT Podcast. Hosted by Derek Felske, Chief Investment Officer.
Impact Of The Attack On Iran
Israel unleashed a pre-emptive attack on Iran and Iranian nuclear facilities. What will that mean for oil prices and the economy? Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss.
