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Annex Wealth Management

Annex Wealth Management
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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.

Keeping Gifts Secret; HYSA; HSA for COBRA?; Leftover in 529; Is...

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.

China shows up twice

Strength in high yield while Chinese governance is a weakness. Opportunities exist when real dates go down but fiscal policy and Chinese bans post threats.

Did The Fed Stick A Soft Landing?

The ISM Index seems to indicate a growing service economy, which means the Fed is likely going to stick with higher interest rates for a while. What does a 50+ ISM mean for those predicting an upcoming recession? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

Hard data vs. soft data

Don’t be fooled by the false precision of hard data. The fact is, it’s all squishy.

Is September a bad month for stocks?

Monthly averages can be driven by wild moves that have nothing to do with what month it is.

The Friday jobs fairy tail

If you hear economists use the phrase, “It was a Goldilocks report,” please remember Baby Bear and that Goldilocks was a criminal.

Potential pain for consumers?

Government spending on infrastructure set to ramp up but potential pain ahead for consumers. While markets look to be turning up and it's time to get selective, rising energy prices are inbound.

Recent Jobs Report: Impact On Wages, Consumer Spending

Markets react favorably despite unemployment increase. Consumer spending also increased, but incomes didn’t keep pace. Annex Wealth Management's Brandon Lehman and Brian Jacobsen discuss.

The Feast before the Famine?

The swing from spending on services to goods during COVID and then back towards services may be petering out.

Is there any truth to the “bad news is good news”...

The good news is that the Fed might feel like it can stop pumping the brakes on the economy.

Job hopping? That’s so 2022.

People seem to be more skittish about just up and quitting. They’re holding onto jobs a bit more tightly than a year ago.

401k Loans | Investing In Fan Favorite Companies | S&P 500

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Sarah...

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