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
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Time for action?
U.S. economic growth slowed significantly during the first half of the year, but inflation has remained a bit too...
Annex Wealth Management names new president and COO
Brookfield-based Annex Wealth Management announced that Jeff Pierce has been named the firm’s new president and chief operating officer.
Pierce...
Fresh Digs: Annex Wealth Management
Owner: Sentinel Real Estate Corp.
Architect: GROTH Design Group
Contractor: Venture Construction Group
Costs: Undisclosed
Completed: January 2024
Annex Wealth Management in January moved...
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.
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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.
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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.
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