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.
Picks and Shovels | Reporting Cash To The IRS | Defense Stocks
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions.
Trump, running things already
Recorded on the day SoftBank announced a $100B investment in the US, Dave and Dan run through 2024 and look ahead to next year.
Duration compensation is back!
Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?
China Seeks Growth To Offset Tariffs
The American economy continues to show signs of stability, but China may turn to stimulus to spark growth. Why growth is so important and how US policies could impact that growth were objects of discussion for Annex Wealth Management's Dave Spano and Brian Jacobsen
Investing After 401(k) Match | Dividend Stocks: Reinvest Or Live?
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions.
US bullish sentiment vs. worrisome geopolitics.
Investor enthusiasm is high but global tensions are on the rise. Dave Spano warns us not to get over our skis.
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The economy keeps chugging along
The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations.
Retail Sales Good, But Target Misses Target
Black Friday showed online sales outpacing in-store shopping, as consumers seek lower prices this season. Is inflation down for...
Dave, Dan, and Billy Bob sort out oil production
One of the 'three arrows' of Trump's economic policy is an additional 3 million barrels of oil per day. Expect pushback. Billy Bob Thornton in his Landman role offers a take.
Risk mitigation. Turkeys have it pretty good. Until they don’t.
Moderating inflation drives improved purchasing power while the air has been let out of software. 2025 earnings acceleration is an opportunity but ignoring risk mitigation mimics the turkey's lifecycle.
