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 is having a time. When should we welcome our robot...
More on the developing story of China potentially aiding Russia with weapons and the subsequent impact of the US-China trade relationship. Dave and Don discus potential storylines of the next presidential election. AI is a HOT topic. How will it impact certain industries and affect productivity.
When To Sign Up For Medicare | What’s Risk? | Common...
Turning 65 - Should I Sign Up For Medicare?, Risk In Investing, Bridge Insurance, Holding Time Decline
A signal at the wrong time
Consumer strength continues to be a strength--but not what the Fed wants to see. Further rate hikes are a certainty and the market is pricing them in. What is AI's impact for potential productivity gains?
And what does the continued slowdown in growth mean down the road?
Inflation Stays Hot – What Now?
The PCE echoed earlier CPI and PPI indications that inflation continues to rise. How will the Fed react? Are we on track for three rate increases in 2023? Annex Wealth Management's Mark Beck and Derek Felske discuss.
The Price of Social Media
Meta, Twitter, and Snap are all in the process of releasing a paid version of their platforms. Do people need social media so much that they'll pay for it?
The hot new job
Because of ChatGPT and similar tools, being a prompt engineer might be the hot new job.
What is Walmart telling us?
Walmart reported quarterly earnings today and while it easily topped expectations, it also gave a weaker-than-expected outlook for the year ahead.
Stable Value Fund | Fund Returns Net Fees? | Importance Of...
Every week Annex Wealth Management's Team fields your financial and wealth management questions. Annex Wealth Management's Matt Morzy and Sarah Kyle discuss: Stable Value Fund, Fund Returns, How Important Are Fund Ma
It still pays to be defensive
US markets closed for President's Day--but we're still here talking about the economy and inflation. Might the market misplace inflation coming down? Does it make sense to play defense? And why is opportunity cost a threat?
Consumer Spending Ignores Inverted Yield Curve
Inflation stays hot, and consumer spending rose. Where's the recession the inverted yield curve seems to be predicting? Annex Wealth Management's Dave Spano and Derek Felske discuss.
All that data
The retail spending report yesterday was strong. Today, PPI came in higher. So were initial jobless claims. This isn’t data the Fed wanted to see.
Streaming overtakes traditional TV
Traditional TV’s daily average is just under 3 hours. Streaming is expected to jump to 3 hours and 11 minutes. Not a huge margin—but a symbolic passing of the torch.
