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.
DCA, Active vs Passive, Sequence of Returns Risk, High Net Worth...
Every week, members of the Annex Wealth Management team field your questions on all sorts of wealth management topics. This week, Annex Wealth Management's Sarah Kyle and Matt Morzy answer questions on:
DCA in down markets?; Active VS Passive; Sequence Of Returns Risk; High Net Worth Tax Strategy
A BIG week meets the SVB factor
The continued strength of inflation, valuations continue to be high while the equity risk premium stays low. The decline in interest rates meets continued Central Bank tightening.
More Signs Rate Increases Are Taking Hold
The recent jobs report adds to signs that the Fed is at a crossroads. How much should rates be increased next? Annex Wealth Management's Dave Spano and Derek Felske discuss
$2b in savings at GM = buyouts
GM is offering voluntary buyouts to a majority of its 58,000 white-collar workers.
Not the jobs data we want to see
Numbers up front: 10.8 million open jobs. That kind of demand creates wage inflation which contributes to the issue the Fed is trying to fix.
So much for 25 basis points
Inflation isn’t behaving. The Fed's goal is 2%. There is a lot of daylight between that and the current inflation rate of 6.4%.
The stunning stat about ChatGPT’s growth
ChatGPT stories are everywhere. Dan and Dave discuss the potential along with some pitfalls. Dave floats an interesting conspiracy theory about COVID.
Margin pressure – both a weakness and an opportunity.
Business and consumers locked in low rates on their debt. The mortgage market remains tough. AI and its potential aid to productivity. And the Fed's guidance might not be as effective on a go-forward basis.
Good Economic Data-What Will The Fed Do?
The 2- and 10- year bond curve remain inverted, and rising. How will the Fed react to good economic data? Analysts now wait to see how many rate increases are in store for the rest of 2023. Annex Wealth Management's Dave Spano and Derek Felske discuss.
What are hiring websites reporting about job postings?
ZipRecruiter and Indeed are reporting postings on their sites declined at the end of last year and into this year.
We just keep spending…
A new Lending Tree report says 60% of all US adults are living paycheck to paycheck.
The chatbot hype is just starting
If this is a productivity multiplier, we might be at a tipping point in just a few years.