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.
A pregnant pause?
The key question is whether lower inflation will stick. It probably will.
Don’t confuse less bad for better
Most of the labor market gains have really just been about repairing the damage from the 2020 lockdowns that destroyed more than 22 million jobs.
T-Bill Investing | Saving For Grandkids | Saving With Liquidity |...
Every week, members of the Annex Wealth Management team field your questions about finances, wealth, the markets and the economy. This week Annex Wealth Management's Sarah Kyle and Trevor Nargis answer your questions on T-Bill Investing | Saving For Grandkids | Saving With Liquidity | Stop Losses
Choose your own fiscal policy adventure
The economy is accelerating but monetary policy is tightening. There are opportunities in niche asset classes, but fiscal policy is setting up a choose-your-own-adventure threat.
How High Will The Fed Go?
A surprising jobs report indicates a tight employment market, which will prompt haws on the Fed committee to seek more rate hikes. While an increase at the end of July seems likely, how high will the Fed go with its rate increases? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Alligator jaws
The gap between services and manufacturing is rarely this large. Historically, when the gap gets this large, it has marked a bottom for manufacturing, but, sadly, also a peak for services.
A perennial trade war
A trade war with China seems to be a perennial that just mutates into new forms. The latest is a chip war.
Portfolio positioning in divergent markets
Equities are strong, especially large cap growth. Watch for weakness in small to midsize banks with the potential of further rate hikes. There is an opportunity for yields with cash management while divergent central banks pose a threat.
Where The Magnificent 7 Are Leading Us
Improved economic data seems to be showing the beginning of a bigger bull - but is growth spread past the "Magnificent 7" stocks? Annex Wealth Management's Mark Beck and Derek Felske discuss.
Nothing to stress out about
The Federal Reserve released results from its latest bank stress tests. Surprising no one, every bank passed.
Politics and portfolios
A key challenge for investors is to not let their political opinions adversely affect their portfolios. Political winds change and they don’t tend to be the biggest drivers of returns in portfolios.
Whistling past the graveyard?
In regards to the weekend 'mutiny' in Russia, maybe investors are simply asking, “What does this really mean for the profitability of corporate America?” Answer: probably not much.
