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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.

Thursday’s roller coaster ride

The rally kicked in, finishing with a 1370 point swing to the positive.

Did Amazon Prime Day need a ‘Sequel’?

Sales are flat. 58% of products sold are under $20.

O’Donnell Predicts A Future Nobel Prizewinner

Using current criteria, Dan predicts who will win the Nobel Prize in the future, as he and Dave discuss our current economic climate - and where it might head. Are there positions that make sense in this current environment?

The threat of a rail strike returns

57% of members in the 3rd largest freight union voted to oppose the agreement. Without a ratified deal, the strike threat is back.

No surprise, matching weaknesses and threats.

Seasonality favors a market rally while economic growth deceleration is a weakness. Small caps present an opportunity while Fed tightening remains a threat.

Employment Hasn’t Joined The Recession – Yet

While Friday’s job numbers indicated a healthy employment situation, closer scrutiny could indicate some signs that the employment market may be changing. Are we experiencing a shallow recession, or the shallow beginning to a larger recession? Annex Wealth Management’s Derek Felske and Mark Beck discuss.

Ford raises prices on the F150 Lightning. Again.

Ford raising the entry-level price of the electric F150 Lightning by $5000 for the 2023 model year

Ready for another jump in gas prices?

Patrick DeHaan of GasBuddy.com estimates prices rising between 15 and 30 cents more per gallon

CEOs see storm clouds ahead

91% predict a recession in the next year. Only 34% think it’ll be mild and short.

Markets Fall For A Third Straight Quarter. What Do We Do?

For the first time in history, the S&P 500 and the Barclay's Aggregate Bond Index both fell for three consecutive quarters. What should investors (and voters) do now, and will the elections change the current financial situation?

Hello, Q4. It’s been an interesting year.

Bond yields, the dollar's strength impact on earnings, valuation in the small cap space, and the Fed's hawkish stance.

It Looks Like A Recession in 2023

For the first time, the S&P 500 and the Barclay’s Aggregate Bond Index were down for three successive quarters. The Fed is still focused on halting inflation, which likely means more rate hikes. Is fixed income looking any better than it has in the past? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

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