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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.

Is The Fed Getting What It Wants?

Friday's jobs number was close to estimates, and the markets were slow on a week of light volume. Could the Fed be getting the soft landing it wants? Annex Wealth Management's Derek Felske and Danny Clayton discuss.

When thermostats take over

Xcel Energy customers noticed their smart thermostats had been at a higher temperature than they’d set.

After the bidding wars

After several years of home sellers being in driver’s seat, the balance of power might be shifting.

The problem with too many jobs

There are still nearly 2 jobs for every unemployed American.

Will Student Loan Forgiveness Be Legally Challenged?

Dan O'Donnell and Annex Wealth Management's Dave Spano discuss the impact of interest rate increases on the economy, and their insights on whether Biden's Student Loan Forgiveness will be challenged in court.

Current low unemployment meets potentially fewer job openings

Low unemployment, real wage growth, potential for innovation, and few job openings.

Powell Seeks Lower Inflation, Even If It Causes Recession

Fed Chairman Powell’s comments at Jackson Hole sent the markets lower, as he reasserted that the Fed will seek to lower inflation, even if a recession occurs. Annex Wealth Management’s Dave Spano and Todd Voit discuss.

Quit Quiet Quitting

Some say it’s about setting boundaries to create work/life balance while others claim it’s a slippery slope of professional coasting.

A bottom for housing?

Closed sales has fallen for 8 of the last 9 months, but the smaller June to July drop could be a sign that housing is at or near the bottom of the recent decline.

$10,000 Student Loan Forgiveness?

The Biden administration might be close to announcing a plan to forgive—basically cancel--up to $10,000 in student debt

A focus on fixed income

Blaine Disrud and Trevor Nargis dig in with a special focus on fixed income; current debt structures, inversion of the yield curve, and positive real yields.

Markets Slow As Energy Creeps Higher

Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

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