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Annex Wealth Management

Annex Wealth Management
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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 didn’t the Fed just phone it in?

The big disagreement within the Federal Reserve isn’t about today’s move, but about whether there’s more to come, or, if this is good enough.

Can China turn it around?

China’s politburo, the central committee of the Chinese Communist Party, said the government will step up policy support for the economy.

Focus on agriculture and commodities

Jason Moss, Senior Marketing Consultant at Brock Associates, joins Todd Voit and Jason Cooper to discuss agriculture and commodities.

Earnings Season Shows Resilient Consumer & Jobs Market

What is the current state of the economy and where might it be heading? Annex Wealth Management's Mark Beck and Brian Jacobsen discuss.

The leading economic indicator that leads nowhere?

The Leading Economic Index has been negative 15 months in a row. If it’s leading, how far behind is the economy?

Why do markets sometimes react wildly to small numbers?

A company earns one dollar less per share than expected and the stock tanks. What gives? Why do little numbers seem to have big effects on markets?

Turning down the volume

Retail sales in June rose .2% month-over-month. Even the bulletproof food and drinking places category of spending barely increased from May to June.

More inflation, the coming retirement crisis, and growth of decentralized media.

Dan and Dave chat about inflation before pivoting to the SAG-AFTRA strike and the potential impact on the bottom line for streamers and other media channels.

Signs Nvidia Was Going To Blow Up | 35-Year Old Investor:...

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Trevor Nargis and Matt Morzy answer your questions on: Matt Morzy & Trevor Nargis , Signs Nvida Was Going To Make A Leap, 35 Year Old Investor – Growth vs. Income

Where consumers are cutting back. What might that tell us?

Better than expected inflation numbers meet a dollar in a downtrend. There might be opportunities to lock in longer term yields but poor regulations might introduced financial instability. Bonus tip: don't go to Costco with Brian Jacobsen.

Improved Inflation Numbers Warm Consumer Sentiment

CPI and PPI showed that inflation is headed towards Fed goals. What do consumers think? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

Is it over?

Is the earnings recession over even before an economic recession has begun? Maybe, but probably not.

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