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.
AI Hype, Tracking Inflows, Comparisons, How Are REITs Doing?, Repaying Student...
AI Hype, Tracking Inflows, Comparisons, How Are REITs Doing?, Repaying Student Loans
Consumer Sentiment Up, But Volatility Looms
Both consumer and small business sentiment are up, but earnings volatility may contribute to an overall volatile future. Opportunities may lie in value and energy, but some fear a change in the equity markets.
Inflation Lower, But Prices Continue To Creep Up
China's deflationary environment is not being imported to the US. What does that mean for commodity prices and the markets? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
What did the latest CPI number tell us?
The most visible 20% of spending is moving higher.
Why markets get moody
Yesterday, Moody’s Investor Services helped trigger a bout of pessimism when it downgraded some banks. Not much actually has changed.
Credit card defaults are rising
The default rate is headed the wrong way, rising to 3.7% in June.
The Fitch effect. What did the downgrade do?
Dan and Dave review the downgrade from Fitch and what it means for markets. Do Americans really need $1.8 million to retire? That’s what a Schwab survey found. And has the recession been cancelled or just postponed?
Deficits consistent with a recession, not an expansion
Economic growth still supportive but concern over big debts and deficits. Short bonds and multinationals vs unanchoring of inflation expectations.
There Is An Alternative To Stocks
US Debt was downgraded and earnings reports were mixed. Some simple math seems to show there is now an alternative to stocks. Annex Wealth Management's Dave Spano and Derek Felske discuss.
When diversification appears broken.
People don’t think about diversification until it doesn’t work.
Guess whose credit got dinged?
Fitch, a credit rating agency, downgraded US government debt from triple-A. Does it matter?
Job openings are trending downward. Why that’s good.
For a long time, job openings far exceeded the number of people actually looking for work. That's changing.
