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.

Signs Nvidia Was Going To Blow Up | 35-Year Old Investor: Growth VS Income

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Trevor Nargis and Matt Morzy answer your questions on: Matt Morzy & Trevor Nargis , Signs Nvida Was Going To Make A Leap, 35 Year Old Investor – Growth vs. Income

Where consumers are cutting back. What might that tell us?

Better than expected inflation numbers meet a dollar in a downtrend. There might be opportunities to lock in longer term yields but poor regulations might introduced financial instability. Bonus tip: don't go to Costco with Brian Jacobsen.

Improved Inflation Numbers Warm Consumer Sentiment

CPI and PPI showed that inflation is headed towards Fed goals. What do consumers think? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
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Don’t confuse less bad for better

Most of the labor market gains have really just been about repairing the damage from the 2020 lockdowns that destroyed more than 22 million jobs.

T-Bill Investing | Saving For Grandkids | Saving With Liquidity | Stop Losses

Every week, members of the Annex Wealth Management team field your questions about finances, wealth, the markets and the economy. This week Annex Wealth Management's Sarah Kyle and Trevor Nargis answer your questions on T-Bill Investing | Saving For Grandkids | Saving With Liquidity | Stop Losses

Choose your own fiscal policy adventure

The economy is accelerating but monetary policy is tightening. There are opportunities in niche asset classes, but fiscal policy is setting up a choose-your-own-adventure threat.

How High Will The Fed Go?

A surprising jobs report indicates a tight employment market, which will prompt haws on the Fed committee to seek more rate hikes. While an increase at the end of July seems likely, how high will the Fed go with its rate increases? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.

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