In Partnership with Annex

Indictment Eve

As the Trump motorcade heads to the airport, Dan and Dave discuss the ramifications and potential angles involved in this historic event. With the debt ceiling approaching---is it time to bring the word ‘austerity’ to the discussion?

The pause and the pivot.

Strengths include the outperformance of the Nasdaq--and stocks in general. Weakness is the potential for falling market breadth along with stocks falling below the 200 day moving average. Opportunities exist with China reopening along with other Emerging Market potential. Threats still exist with inflation being stickier.

Is This The Eye Of The Storm?

Markets closed up, led by small-caps this week. The NASDAQ is up over 20% this year. It may appear like we’ve averted a big dip, but some analysts wonder if we’re just experiencing the eye of the storm. Some think the consequences of rate hikes have yet to be seen. Annex Wealth Management’s Dave Spano and Jason Cooper discuss.

Some potential good news

The final GDP read for the 4th quarter came in at 2.6%. Consumer spending is trending down too. That’s a key number, 70% of GDP is tied to the consumer.

AI worries Elon Musk. Should we be?

Why did Elon Musk and dozens of other tech leaders sign an open letter to AI labs to take a breath on development of systems that can compete with human intelligence?

IRS Audit Red Flags – Education Credits – Switch From Pre-Tax To Roth On 401(k)

Each week, members of Annex Wealth Management's team answer your questions about wealth and the financial world. This week, Matt Morzy and Sarah Kyle answer questions on: Red Flags That Trigger IRS Audits; Education Credits; Switch 401(k) Contributions To Roth?; Pros Using Reddit For Investment Decisions; Do The Talking Heads Know What They're Talking About?
- Advertisement -

Markets and Fed playing chicken. Again.

Long duration assets have done well but financial conditions are a weakness. An opportunity exists with the rally on the Fed pause but the impact of the bank crisis remains a threat.

More signs a recession is near

Fed’s predictions for tepid growth – and indications from the bond market – provide more signs that a recession seems to be looming. Annex Wealth Management’s Dave Spano and Derek Felske discuss.

Get our email newsletter

Stay up-to-date on the people, companies and issues that impact business in Milwaukee and Southeast Wisconsin

What's New

More News >

BizPeople

More BizPeople >

Sponsored Content

More Content >

Stay up-to-date with our free email newsletter

Keep up with the issues, companies and people that matter most to business in the Milwaukee metro area.

By subscribing you agree to our privacy policy.

No, thank you.
BizTimes Milwaukee