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Annex Wealth Management

Annex Wealth Management
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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.

Tom Brady, Miami Heat, and you?

When there is a regulatory gap, institutions like FTX will flourish until they don’t.

Is a Train Strike Inbound?

Worst case, we could see disruption in rail traffic as early as December 9th.

Disney Shuffles The Deck + A Quick Visit To The Wreckage...

Dave Spano and Dan O'Donnell chat about Bob Iger's return to Disney, the prospects of a soft landing, and why the blockchain continues to have promise even in light of the FTX debacle.

Spending: good for now…

This week: Market resilience, consumer spending, financial planning, and a still-hawkish Fed.

Does The Sharply Inverted Yield Curve Mean Recession?

Historically, an inverted yield curve tends to foretell a coming recession. But Goldman Sachs announced a recession may not be imminent. Who's more likely to be right? Annex Wealth Management's Dave Spano and Derek Felske discuss.

Retail’s Holiday Dilemma

Consumer spending has been healthy but RetailMeNot’s survey says roughly half of shoppers plan on scaling back.

Sticky fingers hurt Target

Organized retail crime has reduced Target's gross profit margin by $400 million so far this year.

Brady, Gisele, Steph…and the crypto bros.

FTX lawyers say there could be over a million creditors.

About Last Week’s Episode? Never Mind.

Dave and Dan weren't the only ones fooled by the polls last week. Moving on, what's next for the economy while dealing with divided government? Plus, Dan reports a Fyre Festival vibe from the FTX meltdown.

Too early for market pricing assuming the end of a tightening...

We're seeing a broad based rally tied to inflation that is declining faster than expected. The threat associated with the dollar's decline. Opportunities in international equities and debt--and the threat of market pricing based on an expected end of a tightening cycle.

Inflation Softer Than Expected, Keeping An Eye On US Dollar

Thursday brought the best returns in seven years, with inflation continuing a downward trajectory. Annex Wealth Management’s Dave Spano and Jason Cooper discuss.

CPI comes in cooler

Today’s 7-7 is a headline number. Core CPI is more useful.

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