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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.

Cheaper EVs?

EV prices shot up during the pandemic. Now, with supply chains easing, it’s all about sales.

$30 trillion in debt. And no concern on either side of...

A huge couple weeks of earnings---our old nemesis 'interest rates--and a stare down over the debt limit. Dave and Dan have a lot to talk about this week.

2022’s losers are the winners so far this year

It's Fed week. Strength: 2022's losers are the winners so far this year. Weakness: Consumer credit is expanding. Opportunity: many areas are looking strong all at once. Threat: the Fed's action has been flowing through to consumers...and Washington.

Eyes On 2 Things Next Week

Markets closed up after a week of earnings that saw some winners - like Tesla - and some downward pressure - like Intel. Now, analysts will study two things next week. Annex Wealth Management's Dave Spano and Danny Clayton discuss.

Q4 2022 GDP. What does it tell us?

4th quarter 2022 GDP is in. Up 2.9%. Consumer spending was good and businesses were restocking supplies. But its down from the 3rd quarter.

Gas prices heading back up

No doubt you’ve seen the slow creep of prices. Much of it is location dependent. Colorado saw a 32-cent-a-gallon increase last week.

Work-from-the…..office?

Hiring and wage growth are slowing. Layoffs are increasing. HR isn’t feeling the need to dangle fully remote to fill jobs.

Bad TikTok Advice

Annex Wealth Management's Sarah Kyle and Matt Morzy comment on some of TikTok's questionable financial advice. Don't Max Out Your 401(k)?, Trend Following, Predicting Massive Valuations, Copy The Rich, Borrow To Buy Crypto

Tech Hands Out Pink Slips – Who’s Next?

Google announced that they were laying off 12,000 employees, another sign that a slowdown is imminent. Will layoffs of that magnitude make it to the Midwest? Dan O'Donnell and Annex Wealth Management's Dave Spano discuss.

“Congress Fiddling With The Debt Ceiling While Our Deficit Burns”

More liquidity added to the system than you might have realized. The inverted yield curve continues to indicate a recession, but the markets may have already "baked it in." Annex Wealth Management's Todd Voit, Jason Cooper, and Jack DeRoche discuss

Will Earnings Season Hint At A Slowdown?

Markets were mixed as analysts look to the Fed's next meeting and earnings season. Are we headed for higher unemployment and a slowdown? What does the Fed want? Annex Wealth Management's Dave Spano and Derek Felske discuss.

What is ‘career cushioning’?

Layoffs are making the news—and not just in tech.

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