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 Powell Pause and the power of lower expectations
What the pause means for fixed income and equity markets is a strength while equity valuations remain a weakness. Expectations are low, that's an opportunity. That along with short positioning has led to a decent rally so far. The Fed remains the threat.
The Powell Pause, Earnings, & The Jobs Report
The markets rallied this week, treasury yields fell significantly, and the Powell pause continues. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Israel-Hamas and the Fed’s next move
As the conflict churns on, worries about escalation are increasing. For now, no one knows. We do know GDP came in strong, earnings are generally decent, and most are certain the Fed isn’t making a move on interest rates this month.
Retaining 529 Investment Value | 401(k) vs. HSA | Investing In Defense-Oriented Companies
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This...
Who’s got bad breadth?
Artificial intelligence is here and a definite strength Meanwhile, bad breadth pulls equity returns lower and is a weakness. Look to risk/reward for stock and bonds for opportunities and be mindful of the threat of increasingly tighter conditions.
Winners, Losers, & GDP
Another negative week, with the S&P 500 down nearly 3%. GDP and Earnings Reports moved the markets. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Analysis Paralysis
Investors need to embrace the fact that every decision about the future requires a leap of faith.
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Cyclical and predictable?
Next time some mentions a market cycle or economic cycle, ask them what’s so cyclical about it.
Israel-Hamas. Teetering on the knife’s edge.
Two US carrier groups are nearby. Hezbollah could come off the sidelines. What's an investor to do? Dan and Dave dissect a delicate situation in Israel and Gaza. The next GDP report is inbound and could be strong but inflation remains an issue. And which of our two hosts is an admitted Dollar Tree Superfan?
Time for a Powell pause?
The consumer is like the Energizer Bunny...but bonds shouldn't be this nerve wracking. On the other side, if you can hold them, bonds might be an opportunity. Watch for a rally before reality, because reality eventually bites.
Treasury Yields Rise, Geopolitics Continue to Take Their Toll
Inflation has trended down, but wages and energy prices put pressure on expectations. Treasury yields continue to rise, and geopolitical risks around the world take their toll on the market. Annex Wealth Management’s Dave Spano and Derek Felske discuss.
