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.
The Big 10 Goes Big Time.
NCAA D1's oldest conference has added schools on both coasts - and now, has a $7B payday.
Bear Market Rally or New Bull?
Many analysts have wondered what sort of rally the markets have been experiencing.
Walmart’s Earnings: Everyone’s A Bargain Hunter, Now
Walmart beat Q2 expectations and is sticking with its optimistic predictions for year-end 2022, as more middle- and high- income shoppers seek bargains.
New Bull or Bear Market Rally?
Analysts believe the Inflation Reduction Act's passage won't have an impact on inflation, but inflation may have peaked. Does that mean we'll return to inflation numbers of just a few years ago? Dan O'Donnell and Annex Wealth Management's Dave Spano discuss the impact of the new bill, and where inflation may settle into the future.
Increased inflows may be a sign of confidence
For the first time in weeks, inflows are higher, indicating some investors are optimistic about the future. Is this trend based on history, data, or emotion? Annex Wealth Management's Trevor Nargis and Blaine Disrud explain, and discuss headwinds the markets and investors face going into the week.
Housing Prices Climb – But Cancellation Rates Are Up, Too
Another reason to love your home. According to the National Association of Realtors, the median 2nd quarter sales price is still climbing. Homebuilding cancellation rates are growing, too.
CPI drops. A bit.
The 8.5% year-over-year rise came in under the estimate and down from last month’s 9.1% gain.
EV tax credit? Not so fast.
To qualify, the EV’s battery must be built in North America. 50 of the 72 electric, hydrogen or plug-in models sold in the US don’t meet the requirements.
Anti-inflation legislation takes a new direction
The Senate changed the name of its legislation nearly as soon as it passed. What will it do for inflation and the economy?
What about those bonds?
The labor market, slowing growth, mega cap tech, and the Fed reversing course too soon.
Jobs Report Casts Doubt On Recession Declarations
Friday’s jobs report showed the labor market returning to pre-pandemic levels. That surprising headline, in addition to a July full of rebounds, seems to show an economy not in recession. With inflation continuing to threaten, will the Fed raise rates in September? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
