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.
Did We Avoid A Recession?
The Fed's "Hawkish Pause" has changed the dot plots - but the economy's underpinnings seem to show continued strength. Will we still experience a downturn, or have we experienced a "soft landing?" Annex Wealth Management's Dave Spano and Derek Felske discuss.
Two-speed economy
Consumers are doing well, but industrial activity isn’t so hot.
Skip? Or skid?
The market knows the Fed is flying blind and pushing things too far runs the risk of causing the economy to skid to a stop.
CPI. Far from the target
Inflation ramped up in 2021 and crested above 9% in June 2022. The year-on-year inflation reading of 4% in May is better, but still not good.
Saving For Grandchildren, Closed-End vs Closed To New Investors
Each week, members of the Annex Wealth Management team answer your questions about the economy, finances, and wealth management. This week, Trevor Nargis and Sarah Kyle answer questions about:
Tax-Savvy Saving For Grandkids
Closed-End Vs. Closed To New Investors
The consumer becomes the weakness
Diversification is not a buzzword--it's a strength. Meanwhile, consumer fragility emerges as a weakness while cash on the sidelines presents an opportunity. Beware of the threat of chasing momentum.
The Bull Is Back – For How Long?
The S&P followed the NASDAQ to 20% growth since last October's lows. Small caps show strength, as does the Japanese market. Will this bull run stay? Will the Fed raise rates next week? Annex Wealth Management's Dave Spano and Derek Felske discuss.
Job hoarding. It’s a thing.
Employers are maintaining headcounts even as demand softens.
More Miss Maisel
If the writer’s strike stretches to late August, scripted shows stay on the sidelines. Without new content, many will spend more time with Prime Video, Hulu, Max, and Netflix.
Scammers be scamming
If AI can fake a song from Drake and The Weeknd, suddenly, the kidnapped kid or grandchild in jail scam gets a lot more believable.
Earnings Calls & Dividend Policy – Buying Dividend Producing Stock
Each week members of Annex Wealth Management's team answer your questions about finances, investments, the economy and managing wealth. This week, Matt Morzy and Trevor Nargis answer questions on: What To Learn From Earnings Calls and Dividend Policy & Buying Dividend-Producing Stock
Rate hikes finally starting to work inside the economy
The US labor market continues to be strong while Chinese economic activity has been quite weak. Are there opportunities with weakness prices in? Are AI expectations a threat if they're not tamed?
