In Partnership with Annex

It Looks Like A Recession in 2023

For the first time, the S&P 500 and the Barclay’s Aggregate Bond Index were down for three successive quarters. The Fed is still focused on halting inflation, which likely means more rate hikes. Is fixed income looking any better than it has in the past? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

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.
- Advertisement -

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.

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