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.

Midterms from 30,000 feet

At stake is billions of dollars in infrastructure spending. Congress will influence how much money flows and how quickly it can be spent.

One day and counting. What might we see?

A day prior to the midterm election, Dan O’Donnell and Dave Spano survey the landscape, the potential ramifications, and what to watch for downstream in the markets.

China as a strength AND a threat?

This week's episode tackles how can China appears as both a strength and a weakness. Blaine Disrud and Jason Cooper discuss. Plus, the default risk of floating rate bonds and how midterm elections might shuffle the deck.

Will Interest Rates Continue To Rise?

Tech stocks tend to drive the S&P – and this week was no different. The Dow finished up, but the S&P was lower this week. As the Fed increased rates by the expected 75 basis points, what’s in store for interest rates moving forward? Annex Wealth Management’s Dave Spano and Derek Felske discuss
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Pre-election 2022: What Would A Red Wave Mean?

Political expert Dan O’Donnell offers his thoughts on the possible outcome for next week’s election - but what could those changes mean for the markets and the predicted looming recession?

Winter is coming.

Active management flexes, continued year-long weakness, potential for additional cash, and the Strategic Petroleum Reserve at a 40 year low.

Markets Close Up Again Despite Rising PCE

Markets saw another increase across major indices, but they may be looking past the recession many are predicting. Why do analysts still see a recession while GDP was up? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

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