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 consumer becomes the weakness

Diversification is not a buzzword--it's a strength. Meanwhile, consumer fragility emerges as a weakness while cash on the sidelines presents an opportunity. Beware of the threat of chasing momentum.

The Bull Is Back – For How Long?

The S&P followed the NASDAQ to 20% growth since last October's lows. Small caps show strength, as does the Japanese market. Will this bull run stay? Will the Fed raise rates next week? Annex Wealth Management's Dave Spano and Derek Felske discuss.

More Miss Maisel

If the writer’s strike stretches to late August, scripted shows stay on the sidelines. Without new content, many will spend more time with Prime Video, Hulu, Max, and Netflix.

Scammers be scamming

If AI can fake a song from Drake and The Weeknd, suddenly, the kidnapped kid or grandchild in jail scam gets a lot more believable.

Earnings Calls & Dividend Policy – Buying Dividend Producing Stock

Each week members of Annex Wealth Management's team answer your questions about finances, investments, the economy and managing wealth. This week, Matt Morzy and Trevor Nargis answer questions on: What To Learn From Earnings Calls and Dividend Policy & Buying Dividend-Producing Stock
- Advertisement -

Rate hikes finally starting to work inside the economy

The US labor market continues to be strong while Chinese economic activity has been quite weak. Are there opportunities with weakness prices in? Are AI expectations a threat if they're not tamed?

Economy Remains Solid – Can We Avoid A Pullback?

This week's data showed a mixed bag of results, but in all, the economy remains on solid ground. Does that mean we will avoid a pullback? Annex Wealth Management's Derek Felske and Danny Clayton discuss.

When plenty of open jobs isn’t good news

Today’s JOLTS report has 10.1 million openings in April, the most since January. That was unexpected and a setback for the Fed.

Get our email newsletter

Stay up-to-date on the people, companies and issues that impact business in Milwaukee and Southeast Wisconsin

What's New

More News >

BizPeople

More BizPeople >

Sponsored Content

More Content >

Stay up-to-date with our free email newsletter

Keep up with the issues, companies and people that matter most to business in the Milwaukee metro area.

By subscribing you agree to our privacy policy.

No, thank you.
BizTimes Milwaukee