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.
Inflation is personal
Inflation is heading the right way, but August was a hopefully temporary step backwards.
Trade protection isn’t globalization
Trade is, and always was, political, it’s just becoming more so.
Both sides think they’re going to win the election. That’s good.
There are drags on the economy that aren't getting attention; student loan repayments are one with the potential to shave .2% off GDP. Is the Fed likely to be politicized, again? And how are early 2024 earnings forecast going to look compared to this year?
Keeping Gifts Secret; HYSA; HSA for COBRA?; Leftover in 529; Is The Dollar Vanishing?
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.
China shows up twice
Strength in high yield while Chinese governance is a weakness. Opportunities exist when real dates go down but fiscal policy and Chinese bans post threats.
Did The Fed Stick A Soft Landing?
The ISM Index seems to indicate a growing service economy, which means the Fed is likely going to stick with higher interest rates for a while. What does a 50+ ISM mean for those predicting an upcoming recession? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
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Hard data vs. soft data
Don’t be fooled by the false precision of hard data. The fact is, it’s all squishy.
Is September a bad month for stocks?
Monthly averages can be driven by wild moves that have nothing to do with what month it is.
The Friday jobs fairy tail
If you hear economists use the phrase, “It was a Goldilocks report,” please remember Baby Bear and that Goldilocks was a criminal.
Potential pain for consumers?
Government spending on infrastructure set to ramp up but potential pain ahead for consumers. While markets look to be turning up and it's time to get selective, rising energy prices are inbound.