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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.

More signs a recession is near

Fed’s predictions for tepid growth – and indications from the bond market – provide more signs that a recession seems to be looming. Annex Wealth Management’s Dave Spano and Derek Felske discuss.

Gas-powered still delivers for Ford

Ford Motor Company reported today its EV division lost $2.1 billion last year as it builds toward an electric vehicle future.

The Fed Decides

The federal funds rate target is now in the 4.75% to 5% range, the highest since 2007.

Bard takes the stage

Google's rollout of their AI tool Bard didn't go well. Today, users can join a waitlist to beta-test it.

The arsonist is also the fire department

The banking system is in a tough patch. Dave Spano said the Fed was going to break SOMETHING. This is it.

Stock Trend Tools, Value Vs. Growth, Roth Conversions, Chinese Exposure, SWOT

Each week, members of Annex Wealth Management's team answer your questions about planning, investments, and wealth management. This week, Annex's Matt Morzy and Sarah Kyle answer questions on: Stock Trend Tools, Currently: More Value Than Growth?, Roth Conversions, Chinese Exposure, Strengths Turning To Threats

A weeding out of the weak

Resilience in equity markets meets weakness in credit and commodities. There are opportunities in large banks while potential exists for contagion and stagflation.

Fed Both The Arsonist & The Firefighter

Annex Wealth Management's Dave Spano and Derek Felske discuss banking industry turmoil, interest rates, and the increased probability of a mild recession.

AI replaces AI

If you’re tired of hearing about the amazing features of OpenAI’s ChatGPT—buckle up. A newer, sleeker, faster and smarter version is here.

Well…they broke it

The Fed is the arsonist AND the firefighter.

Wall Street’s version of Everything Everywhere All At Once

In a data dependent decision world, concerns about financial stability are casting a long shadow.

The Fed broke something

How did odds of a 50 basis point hike go from 80% on Wednesday to 0% today?

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