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.
Recent Jobs Report: Impact On Wages, Consumer Spending
Markets react favorably despite unemployment increase. Consumer spending also increased, but incomes didn’t keep pace. Annex Wealth Management's Brandon Lehman and Brian Jacobsen discuss.
The Feast before the Famine?
The swing from spending on services to goods during COVID and then back towards services may be petering out.
Is there any truth to the “bad news is good news” meme?
The good news is that the Fed might feel like it can stop pumping the brakes on the economy.
Job hopping? That’s so 2022.
People seem to be more skittish about just up and quitting. They’re holding onto jobs a bit more tightly than a year ago.
401k Loans | Investing In Fan Favorite Companies | S&P 500
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This...
The two-cocktail political pairing
With Jackson Hole and the Republican presidential debate in the rear-view mirror, Dan and Dave reflect on what happened at each event and the potential economic and political ramifications. Dave also shares someone's two-cocktail political pairing.
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The fear factor
New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession.
Interest Rates Will Remain High, We Are On Watch For A Credit Event
Annex Wealth Management's Dave Spano and Derek Felske discuss the Jackson Hole Fed meeting, interest rates, and the possibility of a credit event.
Death, taxes, and losing your shirt
Unlike paying taxes where there is a deadline, the economy does not obey the clock.
New home sales are on fire
Existing home sales in July fell 16.6% from a year prior but new home sales are up 31.5%