Annex Wealth Management
Annex Wealth Management is a registered investment advisory firm with more than $5.5 billion in assets under management. The firm caters to more than 15,000 clients of varying types, but focuses mostly on individuals.
Key People:
17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045
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Bad TikTok Advice
Annex Wealth Management's Sarah Kyle and Matt Morzy comment on some of TikTok's questionable financial advice.
Don't Max Out Your 401(k)?, Trend Following, Predicting Massive Valuations, Copy The Rich, Borrow To Buy Crypto
Tech Hands Out Pink Slips – Who’s Next?
Google announced that they were laying off 12,000 employees, another sign that a slowdown is imminent. Will layoffs of that magnitude make it to the Midwest? Dan O'Donnell and Annex Wealth Management's Dave Spano discuss.
“Congress Fiddling With The Debt Ceiling While Our Deficit Burns”
More liquidity added to the system than you might have realized. The inverted yield curve continues to indicate a recession, but the markets may have already "baked it in." Annex Wealth Management's Todd Voit, Jason Cooper, and Jack DeRoche discuss
Will Earnings Season Hint At A Slowdown?
Markets were mixed as analysts look to the Fed's next meeting and earnings season. Are we headed for higher unemployment and a slowdown? What does the Fed want? Annex Wealth Management's Dave Spano and Derek Felske discuss.
What is ‘career cushioning’?
Layoffs are making the news—and not just in tech.
When is $963 billion not enough?
Shoppers are being pinched. High inflation is forcing changes in buying behavior—either cutting back or trading down.
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ChatGPT and the Davos crowd
Microsoft’s CEO shared it is moving quickly to commercialize tools from the lab behind ChatGPT and put the tools on its Azure, its cloud-computing platform.
Some thoughts on Davos and ChatGPT
The World Economic Forum is underway at Davos. Dan and Dave have some thoughts. Then, they REALLY get going on AI technology like ChatGPT and the potential it could create in certain industries.
‘They’re playing chicken with the Fed’
Strength: the breadth of the market has been outperforming. Weakness: the consumer going forward and sales volume coming down. Opportunity: international and emerging market equities. Threat: slow growth as inflation comes down.
CPI Indicates Rate Increases May Pause
A benign CPI report showed inflation cooling off, a sign that the Fed could pause increasing the Fed funds rate. The current environment offers alternatives to equities for some investors. Annex Wealth Management's Dave Spano and Derek Felske discuss.