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.
Teaching Kids About Investing | Fractional Shares
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: Teaching Kids About Investing | Fractional Shares
A political risk…but not THAT way
Modest progress toward inflation targets for strength but weakness with cracks in the credit armor. Opportunity exists with cheap protection but economic roadburn and politics are weaknesses.
PCE Indicates Cooling Inflation: Will The Fed Respond?
One of the Fed’s favorite metrics, the PCE, shows inflation and personal income moving in the right direction. Will the Fed move on rates? And could window dressing affect volatility? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.ann
Can Nvidia recapture King of the Hill status?
It’s not the largest company, but it might be the most interesting. Dan O’Donnell and Dr Brian Jacobsen discuss the latest. Also, could we see a market-moving moment during this week’s presidential debate?
Will the Fed act properly?
Nvidia (and chips) are strong while consumers are feeling pinched. There is opportunity with the acceleration of earnings but a threat remains if the Fed acts too little, too late.
Trillions & Trillions In Valuations – For How Long?
NVIDIA (briefly) surpassed Microsoft as the most expensive company in the world. While it fell off, it’s still jockeying for the top with its growth linked to AI. Currently, the markets are driven by a minority of firms. What does that mean for investors? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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Reducing My 401(k) Contribution Before Retirement | Millennials & Real Estate
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: Reducing My 401(k) Contribution Before Retirement | Millennials & Real Estate
A little too cozy in the Magnificent Seven?
Back on track for inflation but lingering weakness in transportation names. Opportunity with quality growth (and AI has legs!) but complacency in the Magnificent Seven.
CPI Cools – What Does That Mean For Prices?
This week’s CPI report showed zero month over month growth, but what has the change been year over year? Will reduced inflation mean prices will fall? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
1st Tuesday November. A date with destiny?
Interest and dividends are helping retirees but higher rates may eventually bite. There are opportunities in infrastructure and utilities with AI but geopolitical risk is coming back.
