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Annex Wealth Management

Annex Wealth Management
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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.

Blending weakness into opportunity

Strength internationally but commodities continue to languish. Getting 'paid to wait' is an opportunity but inflation expectations remain a threat.

The issues with the Debt Ceiling

With the clock ticking to a mystery deadline, there are many issues. At the top, who will blink first in Washington, DC?

Earnings Beat Expectations, But Clouds Loom

Tech led a surprisingly optimistic earnings reporting season, as interest in AI drove many big names higher. Still, some indicators point to continued slowing. Annex Wealth Management’s Dave Spano and Derek Felske discuss.

Credit card crumble?

Roughly 29% of households earning less than $50,000 a year are using credit cards to finance their spending. https://open.spotify.com/episode/5eyZOXd0DvRUu4vTZZYaQ1

Lots of AI Talk

Investors fall in love easily with new technology. Let's see if that's the case with Google's new chatbot Palm2.

Too many meetings

There are 3 times as many meetings and video calls since February of 2020.

How about a rolling recession?

Imagine paying market interest rates on $33 trillion in debt. That's what the next president is facing---no matter who it is.

Catch-Up Contributions | Value Investing | Plan For 1/2 A Couple?...

Each week, members of Annex Wealth Management's team answer your questions about wealth and the financial world. This week, Matt Morzy and Sarah Kyle answer questions on: 401k vs IRA Catch Up, Is Value Investing Back?, Plan For Just 1/2 A Couple, China - Emerging Market?, Annex Reviews 401ks

50th Episode Special with guest Gibson Smith of Smith Capital Investors

Blaine Disrud and Trevor Nargis welcome guest Gibson Smith of Smith Capital Investors for a 50th Episode special. Strengths include interest rates and returns available in the bond market while tightening money policy, regional bank problems, and tighter credit pose weaknesses. For opportunities, bonds are back while future inflation is a threat.

Fed May Pause But Employment Stays Strong

Earnings reported better-than-expected numbers and the jobs market also beat expectations. Will we experience the much-anticipated recession? Annex Wealth Management's Dave Spano and Derek Felske discuss.

Rate hike Wednesday

Is it possible to cool the labor market without spiking unemployment? Powell says yes—but it would be "against history".

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