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.
Has inflation peaked? 57% of CFO’s don’t think so.
When it comes to the biggest external risk to their businesses, CFOs say softening consumer demand is at the top.
90 million iPhone 14’s is enough
Bloomberg is reporting demand for the 14 isn’t as high as expected.
Harley-Davidson spins off Livewire
As of today, it trades as a complete spin-off under the ticker LVWR.
Will The Fed’s Right Hook Connect?
Most market analysts expected the Fed's 75 basis point increase announced last week - but few anticipated Fed Chairman Powell to describe continued aggressive hikes into 2023. Annex Wealth Management's Dave Spano explained that after hitting us with a left jab, Powell seems to be announcing a right hook intended to lower inflation - and perhaps knock the economy out in the process. Dan O'Donnell and Dave Spano discuss what may come next.
Should I wait until the market recovers to rollover a 401k?
What are the disadvantages of probate? Should I wait until the market recovers to rollover a 401k? 401k splits - how much to Traditional, how much to Roth? Taxes on a side hustle. Annex Wealth Management's Jill Martin and Sarah Kyle provide answers.
The opportunity for active management
Natural resources and the labor market, the strength of the dollar, emerging markets, and political instability sharpen the focus on the importance of active management.
Fed Projections Aren’t A Soft Landing
While the markets anticipated another 75 basis point hike in the Fed Funds rate, some analysts were surprised to hear the Fed revise its projections for a rougher 2023. Can both GDP and unemployment rise in 2023? Annex Wealth Management's Mark Beck and Jason Cooper discuss.
13 million watch first streaming-only NFL game
That’s a big number and the most watched program of the night.
The Fed rate raise
75 basis points for the 3rd straight time in a battle to bring inflation under control.
The slowdown in house flipping
Flipping houses was hot for a long time, but it might be coming in for a hard landing.
Planning In A Downturn: Not Everyone Has A Cardi B
As the markets await the Fed's next rate decision, many indicators seem to indicate an economic downturn - and the potential that some areas may worsen in the coming months. It may be time to review what you own, and why - or look for a wealthy relative to assist. Not everyone has the latter choice.
The Fed has more work to do.
While the consumer still spends, the yield curve inverts. Fixed income becomes more attractive while the Fed fights to reduce demand to combat inflation.
