Annex Wealth Management
Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm with offices throughout Wisconsin. Individuals, families, corporations and other institutions trust our relationship-oriented philosophy.
Unprecedented AND Bad?
The word “unprecedented” has been used a lot over the last few years. I do not think it means what you think it means.
Shutdown Averted or Deferred?
Was there a major breakthrough of bipartisanship? It seems like nobody can agree on where to start the cleanup.
Applying For A Mortgage, RMDs, Pausing 401(k) Contributions, Investing Spare Cash
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Fred Coleman and Sarah Kyle answer your questions on:
0:18 Applying For A Mortgage
1:27 RMDs
2:19 Pausing 401(k) Contributions
3:38 Investing Spare Cash
October’s Bad Market Reputation & Can Congress Do The Basics?
Dave & Dan discuss the drama in the House of Representatives - will Gaetz succeed? How much does the House impact upcoming earnings season? Dan asks Dave about October, and how history views the month in terms of market success.
A bit of a lost year for bonds
Energy and employment are strengths while yield sensitive assets remain weak. There are opportunities via reasonable valuations and increased bond yields but risk premiums and tight bond spreads pose threats.
Interest Rates, Inflation, & Q4 Prospects
September is a lousy month for the markets. The good news, seasonality would suggest Q4 may be leaning to the positive side. Annex Wealth Management's Dave Spano and Derek Felske discuss.
Macroeconomic Fog
GDP revised. Yes, they’re still trying to figure out how much output the economy produced. And they’ll be doing that for decades to come.
Nowhere to hide
Aren’t bonds supposed to provide support to falling stocks? That’s how things seemed to work during the two decades before COVID.
Shutdown Countdown
A shutdown delays rather than cancels spending. In fact, a shutdown only affects up to 27% of total federal spending.
Quant Funds | Saving For Retirement | Holding Cash In Your...
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.
The Wall of Worry builds into an election
This week alone could influence many future policy decisions.
Quality. An often-used term, but what does it mean?
This quarter, defense has been the best defense. Weakness exists with yields up but everything else down. Opportunities exist to lock in rates and hedge against inflation. Threats include prices the new marginal buyer of Treasurys is going to pay.
