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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.

FEDEX’s Huge Earnings Miss May Be A Sign

Many analysts consider FEDEX an economic bellwether, so when the company reported a massive earnings miss, the markets noticed. Is FEDEX demonstrating a future problem - or are earnings already off? Annex Wealth Management's Dave Spano and Derek Felske discuss.

Ford puts the squeeze on their dealers

The company has given 3,000 dealers an ultimatum: If they want to sell EVs, they’ll need to invest their own money,

The looming rail strike

If it happens, it could cost the US economy $2 billion a day.

Inflation remains an issue

After July’s reading, there was hope for a soft landing without much economic distress.

The Fed hints at “Pain” in the future: Where will we...

Chairman Powell indicated that we may feel pain in the future as rates rise to fend off inflation. Where will the pain be experienced, and how much? Annex Wealth Management's Dave Spano and Dan O'Donnell discuss what we may see in the coming months.

Threats and weakness from Europe.

The market is resilient, yet foreign oil could produce a European energy crisis.

Markets End Down Streak – Now, Analysts Wait

US Markets ended a multiple-week stretch of down weeks, retracing some of losses experienced earlier this year. Analysts now will wait for Tuesday’s CPI numbers: have we seen peak inflation? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

Is THIS the affordable EV we’ve been waiting for?

If electric vehicles are to reach mass-adoption they need to be affordable enough and have a range that makes sense.

Nose to the grindstone? 50% say ‘no thanks’

New Gallup research says at least half of American workers are quiet quitting.

Airlines missing one key type of customer.

The airline industry is celebrating Labor Day passenger traffic that was higher than before the pandemic.

How does our present economy compare to 2008?

Dan O'Donnell asks Annex Wealth Management's Dave Spano how today's financial situation compares to the Great Recession in 2008. How will rising rates affect the economy?

Strong labor market, a hawkish Fed, small cap opportunities and quantitative...

Trevor Nargis and Blaine Disrud discuss the strong labor market, a hawkish Fed, small cap opportunities and quantitative easing.

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