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.
Quality. An often-used term, but what does it mean?
This quarter, defense has been the best defense. Weakness exists with yields up but everything else down. Opportunities exist to lock in rates and hedge against inflation. Threats include prices the new marginal buyer of Treasurys is going to pay.
Could The Fed Be Done Hiking?
The Fed signaled rates may stay higher longer into the future, but is the rate hike cycle slowing? Annex Wealth Management's Dave Spano and Derek Felske discuss.
Higher for longer?
The Federal Open Market Committee won’t tell you what they will do because they don’t even know
DC, we have a debt problem.
The federal government has spent $5.5 trillion since October 2022 and it has only collected $4 trillion. That’s not a sustainable path
Should the State of Wisconsin be in the ballpark business?
A proposed funding deal for American Family Field spurs a lively discussion. Dave’s perspective comes from his terms on the Stadium board.
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The 4% Rule – Liquidity – Tax Loss Harvesting – Keeping A 401(k) At Your Previous Company
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This...
Too much worry over this week’s Fed meeting?
Defensive rotation is a strength while elevated mortgage rates pose a threat. There are opportunities in China and emerging markets but a floor under inflation remains a threat.
Fed Meeting Next Week, Not Expected To Raise Rates
The Fed is not expected to raise rates in next week's meeting, and they may be done for the year – but don’t take that to the bank. Annex Wealth Management’s Dave Spano discusses.
The Beyonce Bounce and Swift Surge
Revised down from 0.7% to 0.5%. Not bad, but not as good as originally reported.
