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.
Focus on AI. Exuberance vs Truth?
Strength this week is the debt deal, but it also shows up as a weakness depending on Congressional reaction . As an opportunity, it's clear that AI amplifies creativity.
Did Nvidia Save The Market?
Nvidia’s earnings report was one of the best Annex Wealth Management’s Derek Felske has ever seen. What does the chipmaker’s success mean for the market – and where will rates go now? Derek and Annex President & CEO Dave Spano discuss.
Nvidia and a lesson from 1849
During the 1849 Gold Rush, the ones who made the real money weren’t out panning for gold. They were the ones selling the picks and shovels to those panning for gold.
Paycheck to paycheck on $100,000
Almost 49% are stretched—and it’s up from 42% last year.
The X-date. Sooner than later?
Treasury Department officials have asked federal agencies to find wiggle room for payments due before early June in a move to conserve cash.
Tine. There is an alternative.
Cash has some flash. Dave and Dan discuss alternatives to equities---while cautioning listeners why trying to time the market is a bad idea. Dan presses Dave on which EV he’d buy.
Suggestions For A Big Pay Increase; Defense Stocks; Growth vs Income;...
Suggestions For A Big Pay Increase; Defense Stocks; Growth vs Income; Market Timing
The magnitude of a potential correction could be sizable
The debt ceiling debate sits as both a strength and a threat this week. Weaker breadth and potential stickier inflation is a weakness while companies with strong balance sheets are opportunities.
Potential For Bumpy Quarter As Debt Ceiling Debacle Heats Up
A down day Friday after an up week. US debt-limit negotiations hit an impasse and mortgage payments reach an all time high. Annex Wealth Management’s Dave Spano and Derek Felske discuss.
What have we learned from Walmart?
For a snapshot of the American consumer, take a look at Walmart and their 4600 stores.
The insane levels of theft at Target
Over $1 billion in losses this year due to sticky fingers.
Consumer debt passes $17 trillion
Balances at least 90 days delinquent are up year over year. Credit card delinquencies are rising. So are delinquencies for auto loans.
