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.
Q4 2022 GDP. What does it tell us?
4th quarter 2022 GDP is in. Up 2.9%. Consumer spending was good and businesses were restocking supplies. But its down from the 3rd quarter.
Gas prices heading back up
No doubt you’ve seen the slow creep of prices. Much of it is location dependent. Colorado saw a 32-cent-a-gallon increase last week.
Work-from-the…..office?
Hiring and wage growth are slowing. Layoffs are increasing. HR isn’t feeling the need to dangle fully remote to fill jobs.
Bad TikTok Advice
Annex Wealth Management's Sarah Kyle and Matt Morzy comment on some of TikTok's questionable financial advice.
Don't Max Out Your 401(k)?, Trend Following, Predicting Massive Valuations, Copy The Rich, Borrow To Buy Crypto
Tech Hands Out Pink Slips – Who’s Next?
Google announced that they were laying off 12,000 employees, another sign that a slowdown is imminent. Will layoffs of that magnitude make it to the Midwest? Dan O'Donnell and Annex Wealth Management's Dave Spano discuss.
“Congress Fiddling With The Debt Ceiling While Our Deficit Burns”
More liquidity added to the system than you might have realized. The inverted yield curve continues to indicate a recession, but the markets may have already "baked it in." Annex Wealth Management's Todd Voit, Jason Cooper, and Jack DeRoche discuss
Will Earnings Season Hint At A Slowdown?
Markets were mixed as analysts look to the Fed's next meeting and earnings season. Are we headed for higher unemployment and a slowdown? What does the Fed want? Annex Wealth Management's Dave Spano and Derek Felske discuss.
What is ‘career cushioning’?
Layoffs are making the news—and not just in tech.
When is $963 billion not enough?
Shoppers are being pinched. High inflation is forcing changes in buying behavior—either cutting back or trading down.
ChatGPT and the Davos crowd
Microsoft’s CEO shared it is moving quickly to commercialize tools from the lab behind ChatGPT and put the tools on its Azure, its cloud-computing platform.
Some thoughts on Davos and ChatGPT
The World Economic Forum is underway at Davos. Dan and Dave have some thoughts. Then, they REALLY get going on AI technology like ChatGPT and the potential it could create in certain industries.
‘They’re playing chicken with the Fed’
Strength: the breadth of the market has been outperforming. Weakness: the consumer going forward and sales volume coming down. Opportunity: international and emerging market equities. Threat: slow growth as inflation comes down.
