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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.

About Last Week’s Episode? Never Mind.

Dave and Dan weren't the only ones fooled by the polls last week. Moving on, what's next for the economy while dealing with divided government? Plus, Dan reports a Fyre Festival vibe from the FTX meltdown.

Too early for market pricing assuming the end of a tightening...

We're seeing a broad based rally tied to inflation that is declining faster than expected. The threat associated with the dollar's decline. Opportunities in international equities and debt--and the threat of market pricing based on an expected end of a tightening cycle.

Inflation Softer Than Expected, Keeping An Eye On US Dollar

Thursday brought the best returns in seven years, with inflation continuing a downward trajectory. Annex Wealth Management’s Dave Spano and Jason Cooper discuss.

CPI comes in cooler

Today’s 7-7 is a headline number. Core CPI is more useful.

Midterms from 30,000 feet

At stake is billions of dollars in infrastructure spending. Congress will influence how much money flows and how quickly it can be spent.

511 MILLION credit cards

Balances hit a record $866 billion in the 3rd quarter of 2022. The average is nearly $5,500.

One day and counting. What might we see?

A day prior to the midterm election, Dan O’Donnell and Dave Spano survey the landscape, the potential ramifications, and what to watch for downstream in the markets.

China as a strength AND a threat?

This week's episode tackles how can China appears as both a strength and a weakness. Blaine Disrud and Jason Cooper discuss. Plus, the default risk of floating rate bonds and how midterm elections might shuffle the deck.

Will Interest Rates Continue To Rise?

Tech stocks tend to drive the S&P – and this week was no different. The Dow finished up, but the S&P was lower this week. As the Fed increased rates by the expected 75 basis points, what’s in store for interest rates moving forward? Annex Wealth Management’s Dave Spano and Derek Felske discuss

Layoffs are increasing

Today’s unemployment numbers say one thing—but reports of growing layoffs are another.

The last 75 basis-point hike?

Now at the highest level since January 2008, the short-term borrowing rate is in a target range of 3.75 to 4%.

Employment, Inflation, the Fed

The JOLTs report showed job openings increasing by 400,000 in September. There are now 10.7 million job openings.

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