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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.

Increased inflows may be a sign of confidence

For the first time in weeks, inflows are higher, indicating some investors are optimistic about the future. Is this trend based on history, data, or emotion? Annex Wealth Management's Trevor Nargis and Blaine Disrud explain, and discuss headwinds the markets and investors face going into the week.

Inflation May Have Peaked

CPI and PPI numbers show that inflation is still hot year over year, but may have reached its peak. Markets seem to think so – both small caps and the S&P are up. What’s next? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

Housing Prices Climb – But Cancellation Rates Are Up, Too

Another reason to love your home. According to the National Association of Realtors, the median 2nd quarter sales price is still climbing. Homebuilding cancellation rates are growing, too.

CPI drops. A bit.

The 8.5% year-over-year rise came in under the estimate and down from last month’s 9.1% gain.

EV tax credit? Not so fast.

To qualify, the EV’s battery must be built in North America. 50 of the 72 electric, hydrogen or plug-in models sold in the US don’t meet the requirements.

Anti-inflation legislation takes a new direction

The Senate changed the name of its legislation nearly as soon as it passed. What will it do for inflation and the economy?

What about those bonds?

The labor market, slowing growth, mega cap tech, and the Fed reversing course too soon.

Jobs Report Casts Doubt On Recession Declarations

Friday’s jobs report showed the labor market returning to pre-pandemic levels. That surprising headline, in addition to a July full of rebounds, seems to show an economy not in recession. With inflation continuing to threaten, will the Fed raise rates in September? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

The employment puzzle

Let’s just say, it’s cloudy.

Ford in the fast lane

Their electric line now makes up almost 11% of all US EV’s.

Trouble in Tech Town?

Layoffs and talk about downsizing are increasing.

Are we in a recession?

Trevor Nargis and Blaine Disrud discuss the labor market, slowing economic activity, cash on the sidelines, and recessionary conditions materializing.

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