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 Price of Social Media
Meta, Twitter, and Snap are all in the process of releasing a paid version of their platforms. Do people need social media so much that they'll pay for it?
The hot new job
Because of ChatGPT and similar tools, being a prompt engineer might be the hot new job.
What is Walmart telling us?
Walmart reported quarterly earnings today and while it easily topped expectations, it also gave a weaker-than-expected outlook for the year ahead.
Stable Value Fund | Fund Returns Net Fees? | Importance Of...
Every week Annex Wealth Management's Team fields your financial and wealth management questions. Annex Wealth Management's Matt Morzy and Sarah Kyle discuss: Stable Value Fund, Fund Returns, How Important Are Fund Ma
It still pays to be defensive
US markets closed for President's Day--but we're still here talking about the economy and inflation. Might the market misplace inflation coming down? Does it make sense to play defense? And why is opportunity cost a threat?
Consumer Spending Ignores Inverted Yield Curve
Inflation stays hot, and consumer spending rose. Where's the recession the inverted yield curve seems to be predicting? Annex Wealth Management's Dave Spano and Derek Felske discuss.
All that data
The retail spending report yesterday was strong. Today, PPI came in higher. So were initial jobless claims. This isn’t data the Fed wanted to see.
Streaming overtakes traditional TV
Traditional TV’s daily average is just under 3 hours. Streaming is expected to jump to 3 hours and 11 minutes. Not a huge margin—but a symbolic passing of the torch.
CPI…still too hot
The Fed has a dual mandate. Maximum employment and price stability. It is 1 for 2 there. But the labor market continues to be incredibly tight and isn’t helping by producing broader inflationary pressure.
Super Bowl, Rhianna, and why China is still important.
Dan and Dave chat about Rhianna's Super Bowl show, a couple of interesting commercials within the broadcast, and why China still matters despite sending balloons over North America.
Financial conditions have eased…for now.
Financial conditions have changed for now, but the inverted yield curve shows up twice: as a weakness and a threat. Fixed income continues to be very attractive.
New Economic Data & Bulls Vs. Bears
The yield curve is the most inverted it’s been since the 1980s, which historically suggests a recession is imminent. Annex Wealth Management's Dave Spano and Derek Felske discuss why that may not be the case – and talk bull vs. bear perspectives.
