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.
Jobwatch; Fed style.
As the Federal Reserve battles inflation, employment is on the front line.
Retail’s huge weekend
197 million shopped HARD over the long Thanksgiving weekend.
The pause vs the pivot
This week: Strength in short duration and cash generating securities. Weakness in valuation and earning conditions for the S&P 500. Small cap opportunities and a threat from China.
Fed “Pivot” A Long Ways Away, Expect A “Pause” Instead
Annex Wealth Management's Dave Spano and Derek Felske discuss a fed “pause” versus a “pivot” and why this is not a recession – yet.
Tom Brady, Miami Heat, and you?
When there is a regulatory gap, institutions like FTX will flourish until they don’t.
Is a Train Strike Inbound?
Worst case, we could see disruption in rail traffic as early as December 9th.
Disney Shuffles The Deck + A Quick Visit To The Wreckage...
Dave Spano and Dan O'Donnell chat about Bob Iger's return to Disney, the prospects of a soft landing, and why the blockchain continues to have promise even in light of the FTX debacle.
Spending: good for now…
This week: Market resilience, consumer spending, financial planning, and a still-hawkish Fed.
Does The Sharply Inverted Yield Curve Mean Recession?
Historically, an inverted yield curve tends to foretell a coming recession. But Goldman Sachs announced a recession may not be imminent. Who's more likely to be right? Annex Wealth Management's Dave Spano and Derek Felske discuss.
Retail’s Holiday Dilemma
Consumer spending has been healthy but RetailMeNot’s survey says roughly half of shoppers plan on scaling back.
Sticky fingers hurt Target
Organized retail crime has reduced Target's gross profit margin by $400 million so far this year.
Brady, Gisele, Steph…and the crypto bros.
FTX lawyers say there could be over a million creditors.
