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.
Multi-speed world
A roving recession that hasn’t affected the consumer, yet, could turn into a stumbling recovery for everyone else.
An imminent Israeli invasion of Gaza
What are the chances of a proxy World War Three? Markets aren't acting like it.
A busy week for economic data. Plus, a threat to the munchies.
Classic defensives did their work while the consumer might be starting to crack. Opportunity might exist by looking at what hasn't worked while the Fed could be late to the game....again.
The Potential Market Impact of Israel-Hamas War
Annex Wealth Management’s Brian Jacobsen discusses the reactionary moves in the markets as the war between Israel and Hamas continues, and what we’re watching for moving forward.
A catalyst for World War Three?
What's happening in Gaza has the potential to destabilize world markets.
Losing A 401(k) Match | Strongest Sectors Within The S&P 500 | What’s Next After 401(k)s?
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.
Does Jawboning Still Work?
This week will yield plenty of data for experts to inspect. As inflation starts to diminish, Powell may have painted himself into a corner given some of his statements. And given today’s mass/micromedia – is jawboning still an effective tool when it comes to the economy?
Job Growth Remains Strong Despite Slowing Wage Growth
The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave Spano and Derek Felske discuss.
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Unprecedented AND Bad?
The word “unprecedented” has been used a lot over the last few years. I do not think it means what you think it means.
Shutdown Averted or Deferred?
Was there a major breakthrough of bipartisanship? It seems like nobody can agree on where to start the cleanup.
Applying For A Mortgage, RMDs, Pausing 401(k) Contributions, Investing Spare Cash
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Fred Coleman and Sarah Kyle answer your questions on:
0:18 Applying For A Mortgage
1:27 RMDs
2:19 Pausing 401(k) Contributions
3:38 Investing Spare Cash
