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.
Consumers gonna consume
It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emotional rollercoaster. For a threat, we ask 'has the damage been done'?
Market Rates Vs. Federal Reserve Rate
GDP and PCE reports are out, and the inverted yield curve is starting to change. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Dan O’Donnell was dreading this episode
Dan was ready for an 'I Told You So' from Dave Spano regarding their bet about Biden remaining as the Democratic candidate. Dave held back. He was more interested if Dan would pay off the bet using cash or crypto.
The danger of being too sure of the outcome
Strength: The Fed's tone is changing; Weakness: Tech wreck; Opportunity: Ride the rotation; Threat: Snowballing negative sentiment
Market Reacts To Trump Assassination Attempt
Small caps rallied while large caps suffered, followed by a ‘tech wreck.’ Annex Wealth Management's Brian Jacobsen is here to discuss.
Investing My Social Security | Penny Stocks For A Quick Hit
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Investing My Social Security | Penny Stocks For A Quick Hit
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RNC week. Let’s count the Black Swans.
Dan O'Donnell visits the Annex Wealth Management studio at the Pfister in Milwaukee this week. After all, it's where former President Trump is staying. Dave Spano and Dan cover Saturday's assassination attempt, Day One of the RNC, and how the market seems to be taking it all in stride.
Beware the Red Queen
Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.
Are We Ready For A Rate Cut?
PPI Numbers seemed to issue an "all clear" for a September rate cut - but will the Fed start cutting? The markets to rise in election years - but historically, how have they behaved in the months after the election? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Is Biden the Comeback Kid?
A week before the RNC, all eyes are on Joe Biden who appears to be dug in. Dave Spano says to play the facts and circumstances--but he also shares one thing Biden could do that would crush the economy.
