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.
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.
Nothing to stress out about
The Federal Reserve released results from its latest bank stress tests. Surprising no one, every bank passed.
Politics and portfolios
A key challenge for investors is to not let their political opinions adversely affect their portfolios. Political winds change and they don’t tend to be the biggest drivers of returns in portfolios.
Whistling past the graveyard?
In regards to the weekend 'mutiny' in Russia, maybe investors are simply asking, “What does this really mean for the profitability of corporate America?” Answer: probably not much.
The FOMO rally
FOMO: the fear of missing out. Is that what's happening? And what might derail it?
How does the 3-day Russian ‘mutiny’ present opportunity?
Global unemployment is the lowest in decades while US productivity plunges amidst rising wage rates. Options are cheap for those worried about current conditions while the potential for pain with low quality companies and deteriorating earnings is a threat.
Europe’s Recession Still Hasn’t Reached Our Shores
Stocks closed down after a significant rally, but the US economy still hasn’t suffered the downturn experienced overseas. Will the Fed continue to raise rates in 2023? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
Country cross-currents
Different markets in different countries have their own dynamics. That’s where there can be a diversification benefit to investing globally.
Crystal ball or bowling ball?
The Fed's statements about what they *plan* on doing is referred to as “forward guidance.” But, their forward guidance is only as good as their forecasts.
The light at the end of the tunnel for housing?
Maybe the housing market is beginning to roar back, but investors should be careful.
Active vs Passive, Risk vs Reward, AI
Each week, members of the Annex team work together to answer your questions. This week, Annex's Sarah Kyle and Matt Morzy answer your questions on: Is The 60/40 Portfolio Back? Active vs Passive Investing. Is There A Risk Tipping Point? and Is "AI" The New Buzz Term?
Is divergence about to snap shut like alligator jaws?
AI is leading to a broadening of the market while lending conditions have gotten tighter. Is there an opportunity in down capitalization names and what is the threat to economic growth taking a lead from credit conditions?
