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.
Something Old, Something New, Something Borrowed, Something Blue
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Nvidia and the markets new highs, as well as commercial real estate worries and Uber replacing JetBlue.
Kudos to the Fed’s messaging
Kudos to the Fed's messaging but hot inflation and cold spending is a threat. One man's garbage is another man's treasure (and opportunity) but watch out for the threat of value traps.
Expectations, Reality, & Opportunity
January CPI data is out and the market is beginning to see eye to eye with the fed on a path to rate cuts. Annex Wealth Management’s Mark Beck and Brian Jacobsen discuss.
Most economists will tell you: Fear the rate cut.
After a quick Superbowl discussion, Dave Spano and Dan O'Donnell pivot to AI, the Magnificent Seven, fear of missing out on the S&P 500's run and what is next for the Fed and rate cuts. Dave points out that most economists will tell you to fear the rate cut. He explains why.
My oh my. That AI!
Trees are growing to the sky while interest rate exposed securities continue to lag. There are opportunities as bad breadth improves but uncertainty remains a threat.
Pushback, Bellwethers & Deficits
The S&P closed over 5,000 and the Dow Jones just short of 40,000. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss what's driving them.
Evaluating Indices | Home Value In Net Worth? | Mag 7...
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.
The (Jerome) Powell Pushback
If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?
Eyes on the Fed
We're in a good place but there are still signs of stress with some regional banks. Simple opportunities exist by maintaining a balanced portfolio. The Middle East is becoming a threat.
Positive Jobs Report, Bad News For Interest Rates
Good news is bad news. A positive jobs report likely means that the Fed will delay interest rate cuts – Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Sticking the soft landing?
Almost perfect economic data meets hypersensitive areas in the market. Even with a pullback, there are relative value opportunities while a breaking bad forecast includes the market pricing in aggressive rate cuts.
“He thinks he’s JFK”
Ron DeSantis dropping out of the presidential election leads the podcast, but Dan O'Donnell and Dave Spano also wonder what the Kamala Harris/Gavin Newsom dynamic might mean for the Democrats. Speaking of the election, are we better off than 4 years ago? Dan's been doing some research and drops some knowledge regarding the impact of inflation.
