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.

The China contagion?

Solid portfolio construction manages volatility while the problems with China's economy have the potential to spread wider. Opportunities exist via active management while threats include the effect of quantitative tightening.

Atlanta Fed Report: US Economy More Durable Than Expected

Economists previously guaranteed a recession - but the recent Atlanta Fed Report says otherwise. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
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Consumer Sentiment Up, But Volatility Looms

Both consumer and small business sentiment are up, but earnings volatility may contribute to an overall volatile future. Opportunities may lie in value and energy, but some fear a change in the equity markets.

Inflation Lower, But Prices Continue To Creep Up

China's deflationary environment is not being imported to the US. What does that mean for commodity prices and the markets? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

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