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.

The Fed hints at “Pain” in the future: Where will we feel it?

Chairman Powell indicated that we may feel pain in the future as rates rise to fend off inflation. Where will the pain be experienced, and how much? Annex Wealth Management's Dave Spano and Dan O'Donnell discuss what we may see in the coming months.

Markets End Down Streak – Now, Analysts Wait

US Markets ended a multiple-week stretch of down weeks, retracing some of losses experienced earlier this year. Analysts now will wait for Tuesday’s CPI numbers: have we seen peak inflation? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

How does our present economy compare to 2008?

Dan O'Donnell asks Annex Wealth Management's Dave Spano how today's financial situation compares to the Great Recession in 2008. How will rising rates affect the economy?
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Is The Fed Getting What It Wants?

Friday's jobs number was close to estimates, and the markets were slow on a week of light volume. Could the Fed be getting the soft landing it wants? Annex Wealth Management's Derek Felske and Danny Clayton discuss.

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