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.
Monday’s global market rout
Wall Street's 'fear gauge'--the VIX--hits the highest level since the 2020 pandemic market plunge. Dave Spano and Dan O'Donnell cover the market reaction before pivoting to the intersection of the economy and politics.
Trading last week looked…frightening
Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news.
Beginning Of Correction: What Happens Now?
A disappointing jobs report, market rates coming down, and the inverted yield curve starting to un-invert. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Reducing 401(k) Contributions | Largest US Companies And The S&P 500
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Reducing 401(k) Contributions | Largest US Companies And The S&P 500
Fiscal policy has poured gasoline on the fire
Politics and economics collide between the presidential election and the Fed's rate policy.
Consumers gonna consume
It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emotional rollercoaster. For a threat, we ask 'has the damage been done'?
Market Rates Vs. Federal Reserve Rate
GDP and PCE reports are out, and the inverted yield curve is starting to change. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Dan O’Donnell was dreading this episode
Dan was ready for an 'I Told You So' from Dave Spano regarding their bet about Biden remaining as the Democratic candidate. Dave held back. He was more interested if Dan would pay off the bet using cash or crypto.
The danger of being too sure of the outcome
Strength: The Fed's tone is changing; Weakness: Tech wreck; Opportunity: Ride the rotation; Threat: Snowballing negative sentiment
Market Reacts To Trump Assassination Attempt
Small caps rallied while large caps suffered, followed by a ‘tech wreck.’ Annex Wealth Management's Brian Jacobsen is here to discuss.
Investing My Social Security | Penny Stocks For A Quick Hit
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Investing My Social Security | Penny Stocks For A Quick Hit
RNC week. Let’s count the Black Swans.
Dan O'Donnell visits the Annex Wealth Management studio at the Pfister in Milwaukee this week. After all, it's where former President Trump is staying. Dave Spano and Dan cover Saturday's assassination attempt, Day One of the RNC, and how the market seems to be taking it all in stride.
