Annex Wealth Management

17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045

Related Stories

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.
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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.

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