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The promise of corporate academic partnerships

In 2018, three influential local organizations, Northwestern Mutual, Marquette University, and the University of Wisconsin-Milwaukee, united to form the...

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.
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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.

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.

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