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 15,000 clients of varying types, but focuses mostly on individuals.
Key People:
17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045
Related Stories
Building Future Leaders: Annex’s Culture of Inspiring Action and Impact
It’s important for aspiring leaders to know that leadership is not based on a title.
Leadership is based on your...
2023 Mid-Year Economic Report: Hope for a soft landing
In addition to being a devastating health emergency, the COVID-19 pandemic sent shockwaves through the economy that are still...
Is it over?
Is the earnings recession over even before an economic recession has begun? Maybe, but probably not.
A pregnant pause?
The key question is whether lower inflation will stick. It probably will.
Annex Wealth Management to move HQ to Brookfield
Annex Wealth Management today announced plans to move its corporate headquarters from Elm Grove to Brookfield in early 2024.
The...
Don’t confuse less bad for better
Most of the labor market gains have really just been about repairing the damage from the 2020 lockdowns that destroyed more than 22 million jobs.
- Advertisement -
T-Bill Investing | Saving For Grandkids | Saving With Liquidity | Stop Losses
Every week, members of the Annex Wealth Management team field your questions about finances, wealth, the markets and the economy. This week Annex Wealth Management's Sarah Kyle and Trevor Nargis answer your questions on T-Bill Investing | Saving For Grandkids | Saving With Liquidity | Stop Losses
Choose your own fiscal policy adventure
The economy is accelerating but monetary policy is tightening. There are opportunities in niche asset classes, but fiscal policy is setting up a choose-your-own-adventure threat.
How High Will The Fed Go?
A surprising jobs report indicates a tight employment market, which will prompt haws on the Fed committee to seek more rate hikes. While an increase at the end of July seems likely, how high will the Fed go with its rate increases? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Alligator jaws
The gap between services and manufacturing is rarely this large. Historically, when the gap gets this large, it has marked a bottom for manufacturing, but, sadly, also a peak for services.
