Annex Wealth Management

12700 W. Bluemound Rd.
Suite 200
Elm Grove
,
WI
53122

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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.

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.
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Portfolio positioning in divergent markets

Equities are strong, especially large cap growth. Watch for weakness in small to midsize banks with the potential of further rate hikes. There is an opportunity for yields with cash management while divergent central banks pose a threat.

Where The Magnificent 7 Are Leading Us

Improved economic data seems to be showing the beginning of a bigger bull - but is growth spread past the "Magnificent 7" stocks? Annex Wealth Management's Mark Beck and Derek Felske discuss.

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