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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Earnings Calls & Dividend Policy – Buying Dividend Producing Stock
Each week members of Annex Wealth Management's team answer your questions about finances, investments, the economy and managing wealth. This week, Matt Morzy and Trevor Nargis answer questions on: What To Learn From Earnings Calls and Dividend Policy & Buying Dividend-Producing Stock
Rate hikes finally starting to work inside the economy
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Economy Remains Solid – Can We Avoid A Pullback?
This week's data showed a mixed bag of results, but in all, the economy remains on solid ground. Does that mean we will avoid a pullback? Annex Wealth Management's Derek Felske and Danny Clayton discuss.
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Party’s over for the student loan payment pause
Reality is going to bite hard for up to 44 million borrowers or about 17% of the US adult population.
When plenty of open jobs isn’t good news
Today’s JOLTS report has 10.1 million openings in April, the most since January. That was unexpected and a setback for the Fed.
Nvidia hits a $1 Trillion market cap
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Focus on AI. Exuberance vs Truth?
Strength this week is the debt deal, but it also shows up as a weakness depending on Congressional reaction . As an opportunity, it's clear that AI amplifies creativity.