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.
Trump stocks vs Biden stocks
Don't invest your politics. Dave Spano explains why.
…this is a time most reminiscent of 1998
The economy is strong and the market is pushing while the US dollar's potential is weakening. There's opportunity to slowly and proactively move money into longer dated bonds while a threat of euphoria is beginning.
A Rally Begins Amid Election Year Drama
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Super Tuesday, Biden’s State Of The Union, the strength of the economy, and potential rate cuts.
Custodial Brokerage Accounts | Banking Crisis Coming? | Dollar Cost Averaging
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.
Bullish sentiment takes over
Is it possible the Fed could leave rates where they are?
Rates and inflation remain sticky
Markets don't do much in election years until the outcome is clear.
The Boom Continues
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the current Goldilocks scenario, a possible June rate cut, and what you might expect from the market during an election year.
A second wave of inflation?
252 days out from the presidential election, Dave and Dan still don't quite agree on the eventual match-up.
AI Hype | Health Insurance After Retiring | Moving Cash Into...
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew...
Virtuous cycle to vicious cycle?
This week's strengths are the news highs while Fed pushback continues and so does the rise in yields. There is opportunity in the virtuous cycle but commercial real estate is a threat.
Something Old, Something New, Something Borrowed, Something Blue
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Nvidia and the markets new highs, as well as commercial real estate worries and Uber replacing JetBlue.
Kudos to the Fed’s messaging
Kudos to the Fed's messaging but hot inflation and cold spending is a threat. One man's garbage is another man's treasure (and opportunity) but watch out for the threat of value traps.
