Home Authors Posts by Annex Wealth Management

Annex Wealth Management

Annex Wealth Management
573 POSTS 0 COMMENTS
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.

Pre-election 2022: What Would A Red Wave Mean?

Political expert Dan O’Donnell offers his thoughts on the possible outcome for next week’s election - but what could those changes mean for the markets and the predicted looming recession?

Winter is coming.

Active management flexes, continued year-long weakness, potential for additional cash, and the Strategic Petroleum Reserve at a 40 year low.

Markets Close Up Again Despite Rising PCE

Markets saw another increase across major indices, but they may be looking past the recession many are predicting. Why do analysts still see a recession while GDP was up? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

Will The Fed Make Policy Mistake #3?

As the Fed works to stomp out inflation, could it commit another policy error in raising rates too much, too fast? What factors could change how investors think about the economy and buying opportunities today?

Time for patience?

Closer to the END of Fed tightening than the beginning, weakness in the economy on the way to '23, opportunities with attractive valuations emerging, and the the threat of "the China situation".

Markets Enjoy Rebound Week As Euro Economy Suffers

All major indices were up this week, despite the 10 year Treasury going up by over 20 basis points. One reason is likely the gloom experienced in Europe, which faces a strong dollar and a looming energy crisis. What are the odds of a recession in 2023? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

This holiday: “the year of the perpetual deal”?

Last year, demand was high so retailers didn’t feel pressure to offer discounts. It’s different this year. Stores have excess inventory

35th Anniversary of Black Monday

1987's drop of 508 points was equal to 7,000 today.

Tough times for homebuilders

Remember when the biggest issue for homebuilders was finding land to build on and the labor to do it?

Forecasts See A Financial Storm Coming. What Now?

Dan O'Donnell shares that forecasters now indicate there is an 100% likelihood of a recession in 2023. How big of a financial storm will it be, and how long will it last? Annex Wealth Management's Dave Spano and Dan O'Donnell discuss.

Last week: Hot CPI. This week, key earnings.

The peak inflation narrative, economic data likely getting worse, working around a bottom, and the potential for a leg lower in the markets. Blaine Disrud and Trevor Nargis present this week's episode.

Inflation Stays Hot. Look For Another Rate Increase

Early earnings reports have been pretty good, but CPI, PPI, and retail sales did not report positively. What can we expect from the Fed? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

What's New

Biz Videos

Stay up-to-date with our free email newsletter

Keep up with the issues, companies and people that matter most to business in the Milwaukee metro area.

By subscribing you agree to our privacy policy.

No, thank you.
BizTimes Milwaukee