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.
DC, we have a debt problem.
The federal government has spent $5.5 trillion since October 2022 and it has only collected $4 trillion. That’s not a sustainable path
Should the State of Wisconsin be in the ballpark business?
A proposed funding deal for American Family Field spurs a lively discussion. Dave’s perspective comes from his terms on the Stadium board.
The 4% Rule – Liquidity – Tax Loss Harvesting – Keeping A 401(k) At Your Previous Company
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This...
Too much worry over this week’s Fed meeting?
Defensive rotation is a strength while elevated mortgage rates pose a threat. There are opportunities in China and emerging markets but a floor under inflation remains a threat.
Fed Meeting Next Week, Not Expected To Raise Rates
The Fed is not expected to raise rates in next week's meeting, and they may be done for the year – but don’t take that to the bank. Annex Wealth Management’s Dave Spano discusses.
The Beyonce Bounce and Swift Surge
Revised down from 0.7% to 0.5%. Not bad, but not as good as originally reported.
Inflation is personal
Inflation is heading the right way, but August was a hopefully temporary step backwards.
Trade protection isn’t globalization
Trade is, and always was, political, it’s just becoming more so.
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Both sides think they’re going to win the election. That’s good.
There are drags on the economy that aren't getting attention; student loan repayments are one with the potential to shave .2% off GDP. Is the Fed likely to be politicized, again? And how are early 2024 earnings forecast going to look compared to this year?
Keeping Gifts Secret; HYSA; HSA for COBRA?; Leftover in 529; Is The Dollar Vanishing?
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.
China shows up twice
Strength in high yield while Chinese governance is a weakness. Opportunities exist when real dates go down but fiscal policy and Chinese bans post threats.
Did The Fed Stick A Soft Landing?
The ISM Index seems to indicate a growing service economy, which means the Fed is likely going to stick with higher interest rates for a while. What does a 50+ ISM mean for those predicting an upcoming recession? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
