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 Friday jobs fairy tail

If you hear economists use the phrase, “It was a Goldilocks report,” please remember Baby Bear and that Goldilocks was a criminal.

Potential pain for consumers?

Government spending on infrastructure set to ramp up but potential pain ahead for consumers. While markets look to be turning up and it's time to get selective, rising energy prices are inbound.

Recent Jobs Report: Impact On Wages, Consumer Spending

Markets react favorably despite unemployment increase. Consumer spending also increased, but incomes didn’t keep pace. Annex Wealth Management's Brandon Lehman and Brian Jacobsen discuss.

Job hopping? That’s so 2022.

People seem to be more skittish about just up and quitting. They’re holding onto jobs a bit more tightly than a year ago.
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The two-cocktail political pairing

With Jackson Hole and the Republican presidential debate in the rear-view mirror, Dan and Dave reflect on what happened at each event and the potential economic and political ramifications. Dave also shares someone's two-cocktail political pairing.

The fear factor

New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession.

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