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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.

Young adults and the US Government. Not that different.

Stunning article in today’s Wall Street Journal regarding young adults and their approach to debt. Basically, they’re adopting financial avoidance. Like, not dealing with it. At all.

$32 trillion and no one wants to talk about it

On the eve of a potential settlement of the Fox/Dominion lawsuit, Dan and Dave talk about the Fed, the Economy, and what might happen with the debt limit.

Roth 401(k) & IRA? | S&P ETFs | Gifting Stocks |...

Each week, members of Annex Wealth Management's team answer your questions about wealth and the financial world.

Bank concern creates market fear and angst

Long duration asset strength and consumption weakness. Volatility presents an opportunity while threats emerge in the job market.

Retail Sales Down – In The Eye Of The Storm

The Fed has increased the Funds Rate 475 basis points, and now it appears we're in the eye of the storm, waiting to see what that increase will do to credit, unemployment, and and GDP. Annex Wealth Management's Derek Felske and Brandon Lehman discuss.

PPI>CPI

Economists were predicting a flat report, but PPI was down .5%.

A key CPI reading

Headline number shows US consumer prices rose only slightly in March due to lower energy costs, but broader inflation remained high and showed no signs of quickly subsiding.

How much do you love football?

YouTube TV is the new home of the Sunday Ticket—part of a $2 billion-a-year deal to stream out-of-market games.

Cash on the sidelines presents an opportunity

Does the market see sunnier days ahead? Watch for weakness with equity valuations as we head into weaker-than-expected earnings. Are we seeing the next market bottom? Beware of the threat of a credit crunch.

Odds Weaken For Another Fed Hike

Manufacturing numbers, jobless claims, and hiring intentions all indicate that the Fed's goal of weakening the economy to slow inflation seems to be nearing. Eyes turn to earnings, where some analysts feel we'll learn much about what's to come. Annex Wealth Management's Dave Spano and Derek Felske discuss.

Thanks for nothing, OPEC

With OPEC reducing its output by over 1.1 million barrels a day, there might be a double whammy at the pump.

JOLTs vs Friday’s Labor Department report

According to today’s JOLTs report, openings fell below 10 million in February, the first time in almost 2 years.

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