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.

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.

Focus on AI. Exuberance vs Truth?

Strength this week is the debt deal, but it also shows up as a weakness depending on Congressional reaction . As an opportunity, it's clear that AI amplifies creativity.

Did Nvidia Save The Market?

Nvidia’s earnings report was one of the best Annex Wealth Management’s Derek Felske has ever seen. What does the chipmaker’s success mean for the market – and where will rates go now? Derek and Annex President & CEO Dave Spano discuss.

Nvidia and a lesson from 1849

During the 1849 Gold Rush, the ones who made the real money weren’t out panning for gold. They were the ones selling the picks and shovels to those panning for gold.

The X-date. Sooner than later?

Treasury Department officials have asked federal agencies to find wiggle room for payments due before early June in a move to conserve cash.
- Advertisement -

Tine. There is an alternative.

Cash has some flash. Dave and Dan discuss alternatives to equities---while cautioning listeners why trying to time the market is a bad idea. Dan presses Dave on which EV he’d buy.

The magnitude of a potential correction could be sizable

The debt ceiling debate sits as both a strength and a threat this week. Weaker breadth and potential stickier inflation is a weakness while companies with strong balance sheets are opportunities.

Potential For Bumpy Quarter As Debt Ceiling Debacle Heats Up

A down day Friday after an up week. US debt-limit negotiations hit an impasse and mortgage payments reach an all time high. Annex Wealth Management’s Dave Spano and Derek Felske discuss.

What's New

More News >

BizPeople

More BizPeople >

Sponsored Content

More Content >

Close the CTA

Summer flash sale!

Limited time offer. New subscribers only.

Unlock all of BizTimes for just $7 / month

Summer flash sale! Unlock all of BizTimes for just $7 / month

Limited time offer. New subscribers only.

Close the CTA

Holiday flash sale!

Limited time offer. New subscribers only.

Subscribe to BizTimes Milwaukee and save 40%

Holiday flash sale! Subscribe to BizTimes and save 40%!

Limited time offer. New subscribers only.