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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Tucker Carlson, Don Lemon, and the Debt Ceiling
Major moves in media highlight Monday while the debate over the Debt Ceiling rages on.
Is the US Dollar losing its dominance?
China's recovery leads strengths while economic indicators are deteriorating. There are opportunities both overseas and in certain sectors while continued tightening remains a threat.
Awaiting Big Tech Earnings
Tesla’s stock fell as it indicated it was willing to trade profits for market power. The larger banks showed strength, but many analysts are waiting for earnings reports from a few large tech names. Just a few tech companies have driven the S&P’s surge so far this year. Will their success continue? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
Elon’s not-so-great week
Did you ever think you’d see a price drop on a Tesla? It’s happening.
Netflix free ride coming to an end
How do you make 100 million people mad at Netflix? Take away password sharing.
Young adults and the US Government. Not that different.
Stunning article in today’s Wall Street Journal regarding young adults and their approach to debt. Basically, they’re adopting financial avoidance. Like, not dealing with it. At all.
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$32 trillion and no one wants to talk about it
On the eve of a potential settlement of the Fox/Dominion lawsuit, Dan and Dave talk about the Fed, the Economy, and what might happen with the debt limit.
Roth 401(k) & IRA? | S&P ETFs | Gifting Stocks | Frequency of Sector Turnaround
Each week, members of Annex Wealth Management's team answer your questions about wealth and the financial world.
Bank concern creates market fear and angst
Long duration asset strength and consumption weakness. Volatility presents an opportunity while threats emerge in the job market.
Retail Sales Down – In The Eye Of The Storm
The Fed has increased the Funds Rate 475 basis points, and now it appears we're in the eye of the storm, waiting to see what that increase will do to credit, unemployment, and and GDP. Annex Wealth Management's Derek Felske and Brandon Lehman discuss.