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.
Investing In Art | New 401(k) Options Don’t Work For Me
about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Investing In Art; New 401(k) Options Don't Work For Me
The Magnificent 7 Swing States
Dan and Dave discuss tax policy issues of the presidential candidates and what could change based on election results---and which states play a role in the decision.
China’s shock and awe
China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late.
GDP Revisions Show Strength. Consumers Disagree
GDP Revisions and news that China intends to stimulate their economy have positive repercussions - even in Europe. But why does consumer sentiment disagree with the positivity? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Housing, nukes, and volatility
Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats.
Forecast Isn’t Sunny – Or Rainy
The Fed’s 50 basis point cut may have been “catching up” – or just in time. But what is the economic forecast moving forward? Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss.
If (________) happens, you will have a recession
The Fed decision, our growing debt, the Misery Index, and the presidential election. Enough to make one of the guys drop an S-bomb. Good thing this is a podcast.
Fed week
Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat.
Trying To Avoid This Chinese Import
Analysts believe we'll see a 25 basis point rate cut based on recent inflation numbers - as gas prices fall, there is an import we'd like to avoid bringing from China. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Kamala Harris’ shifting economic policy
It's important to know where candidates stand on economic policy. Perhaps we'll know more after next week's presidential debate.
Fed Rate Cut Could Be Higher Than 25 Basis Points
We're seeing signs of a slowing economy and cooling jobs. There is an upcoming announcement that could cause the Fed to consider cutting rates more than 25 basis points. Annex Wealth Management's Brian Jacobsen and Danny Clayton discuss.
