Annex Wealth Management
Annex Wealth Management is a registered investment advisory firm with more than $5.5 billion in assets under management. The firm caters to more than 9,000 clients of varying types, but focuses mostly on individuals.
Key People:
17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045
Related Stories
The Fed Decides
The federal funds rate target is now in the 4.75% to 5% range, the highest since 2007.
Bard takes the stage
Google's rollout of their AI tool Bard didn't go well. Today, users can join a waitlist to beta-test it.
The arsonist is also the fire department
The banking system is in a tough patch. Dave Spano said the Fed was going to break SOMETHING. This is it.
Stock Trend Tools, Value Vs. Growth, Roth Conversions, Chinese Exposure, SWOT
Each week, members of Annex Wealth Management's team answer your questions about planning, investments, and wealth management. This week, Annex's Matt Morzy and Sarah Kyle answer questions on:
Stock Trend Tools, Currently: More Value Than Growth?, Roth Conversions, Chinese Exposure, Strengths Turning To Threats
A weeding out of the weak
Resilience in equity markets meets weakness in credit and commodities. There are opportunities in large banks while potential exists for contagion and stagflation.
- Advertisement -
Fed Both The Arsonist & The Firefighter
Annex Wealth Management's Dave Spano and Derek Felske discuss banking industry turmoil, interest rates, and the increased probability of a mild recession.
AI replaces AI
If you’re tired of hearing about the amazing features of OpenAI’s ChatGPT—buckle up. A newer, sleeker, faster and smarter version is here.
Wall Street’s version of Everything Everywhere All At Once
In a data dependent decision world, concerns about financial stability are casting a long shadow.
The Fed broke something
How did odds of a 50 basis point hike go from 80% on Wednesday to 0% today?
- Advertisement -
