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.

Banking trouble ahead?

Bank trouble is one of the most obvious areas where markets and macro intersect — a healthy banking system is a necessary precondition for a healthy economy

America’s most affordable EV is going away

A day after announcing a $3 billion investment in a joint EV battery project with Samsung, GM announced it’s killing one of the OG EV’s—the Chevy Bolt. Battery fires and slow sales will do that.

Is the US Dollar losing its dominance?

China's recovery leads strengths while economic indicators are deteriorating. There are opportunities both overseas and in certain sectors while continued tightening remains a threat.

Awaiting Big Tech Earnings

Tesla’s stock fell as it indicated it was willing to trade profits for market power. The larger banks showed strength, but many analysts are waiting for earnings reports from a few large tech names. Just a few tech companies have driven the S&P’s surge so far this year. Will their success continue? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
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Young adults and the US Government. Not that different.

Stunning article in today’s Wall Street Journal regarding young adults and their approach to debt. Basically, they’re adopting financial avoidance. Like, not dealing with it. At all.

$32 trillion and no one wants to talk about it

On the eve of a potential settlement of the Fox/Dominion lawsuit, Dan and Dave talk about the Fed, the Economy, and what might happen with the debt limit.

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