China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late.بقلم Annex Wealth Management

The Gross Domestic Income revisions were large. We're at least starting a slowdown from a place of strength. That can help limit downside risks when growth scares flare up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Annex Private Client and the role it can play with business owners and entrepreneurs. What are retirem…

The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their duffs and announced some stimulus measures. Dave Spano and Brian Jacobsen present our Week-in-Review. Annex Private Client is a powerful partner for entr…

Dan and Dave discuss tax policy issues of the presidential candidates and what could change based on election results---and which states play a role in the decision.بقلم Annex Wealth Management

The path to the White House is complex. Dan O'Donnell and Dave Spano describe how a potential Electoral College tie could be settled. But what if an October surprise arrives? Fasten your seatbelts.بقلم Annex Wealth Management

Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats.بقلم Annex Wealth Management

Now we’re at the Monday Morning Quarterbacking phase of the cutting cycle. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our awesome Client Services Team that dots I's and crosses T's. What is underrated about your 401k? How about key points of a trust? And what's a quick pre-retirement checklist?…

Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society. Ask Annex return…

The Fed decision, our growing debt, the Misery Index, and the presidential election. Enough to make one of the guys drop an S-bomb. Good thing this is a podcast.بقلم Annex Wealth Management

Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat.بقلم Annex Wealth Management

A big cut doesn't have to instill panic. A small cut doesn't have to cause concern. Dave Spano and Brian Jacobsen present our Week-in-Review. Our Annex Private Client team discusses surrender squeezes, Robert Chastain covers Gen X, and our financial planning team tackles the question: how much insurance do you need?…

Fed is set to cut rates. Messaging will be more important than the magnitude of cuts. Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do they do it and how can Annex help your employees? Tom Parks of our Retirement Plan Services team explains how.…

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Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our Week-in-Review. Learn more about our Investment Intel webinar, dealing with volatility, and the ramifications of inheriting money.بقلم Annex Wealth Management

At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll have an overview of our Investment Intel series---and link up with Fred Coleman and Matt Morzy for Ask Annex.…

It's important to know where candidates stand on economic policy. Perhaps we'll know more after next week's presidential debate.بقلم Annex Wealth Management

Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast.بقلم Annex Wealth Management

Is Big Tech not as big of a deal as everyone feared? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also profile the Annex Investment Committee, Annex for Business, and how remarriage affects estate planning. Branch Director/Wealth Manager Robert Chastain covers tips to get on the same page with a spouse for retirement planning.…

Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light. Dave Spano and Brian Jacobsen present our Week-in-Review with the latest earnings of note. Learn more about next weekend's divorce presentation at our headquarters and we'll also profile our Investment Committee.…

Fresh from a trip to Europe including Normandy, Dan O'Donnell is raring to go. So is Dave Spano as the mammoth proposed tax increase has the potential to upend....everything.بقلم Annex Wealth Management

There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.بقلم Annex Wealth Management

The Fed has three mandates (not two): full employment, stable prices, and moderate long-term interest rates. CEO Dave Spano and Chief Economist Brian Jacobsen discuss.بقلم Annex Wealth Management

The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you from planning retirement, and Ask Annex.بقلم Annex Wealth Management

CEO Dave Spano shares the story of Annex, his vision for the company's future, and answers the interns' questions about success.بقلم Annex Wealth Management

Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error.بقلم Annex Wealth Management

Retail sales looked good but might be superficial. We'll cover it during our Week-in-Review. How does Annex integrate with entrepreneurs and business owners? We'll cover that along with 5 questions to ask to see if we're a good fit for your planning needs.بقلم Annex Wealth Management

Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree.…

Mike Kirk, Wealth Manager and Associate Director of Growth, shares his methods of how to effectively maintain relationships with clients and learns a little more about where the interns see themselves following their time at Annex.بقلم Annex Wealth Management

The economy is slowing. Dave Spano and Dan O'Donnell discuss economics and politics including the media's reluctance to ask hard questions of both candidates.بقلم Annex Wealth Management

Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.بقلم Annex Wealth Management

Fasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, the 4 phases of retirement, part-time retirement, and how to approach aging parents who might need additional planning assistance.بقلم Annex Wealth Management

A review of the rebound. Earnings to the rescue! Dave Spano and Brian Jacobsen present the week-in-review. Learn more about our upcoming Sandwich Generation presentation and Matt Morzy and Fred Coleman are back with Ask Annex.بقلم Annex Wealth Management

The interns chat with Director of Marketing, Greg Batiansila, and discuss important life advice to be remembered as they pursue their future careers.بقلم Annex Wealth Management

Wall Street's 'fear gauge'--the VIX--hits the highest level since the 2020 pandemic market plunge. Dave Spano and Dan O'Donnell cover the market reaction before pivoting to the intersection of the economy and politics.بقلم Annex Wealth Management

Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news.بقلم Annex Wealth Management

Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts will be too little and too late. Dave Spano and Brian Jacobsen present the Week-in-Review. Ask Annex is back along with a solid segment about aging parents. Robert Chastain covers milestone birthdays th…

The bigger they are, the harder they fall. The Mag 7 is more like Meh. Dave Spano and Brian Jacobsen present our Week-in-Review. The last thing you want to do is get to the retirement phase of your life, only to be underwhelmed. We'll discuss ways to avoid letdown in retirement.بقلم Annex Wealth Management

The Annex interns give an update on how they have adjusted during their two months on the team. Hear how each of them ended up at Annex and their advice on the most important things to remember when applying for internships.بقلم Annex Wealth Management

Politics and economics collide between the presidential election and the Fed's rate policy.بقلم Annex Wealth Management

It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emotional rollercoaster. For a threat, we ask 'has the damage been done'?بقلم Annex Wealth Management

Companies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle for wealth transfer, and the role of a Certified Divorce Financial Analyst at Annex Wealth Management.…

GDP growth was good, not great, but it doesn't need to be. Dave Spano and Brian Jacobsen present the Week-in-Review. What are the 6 money lies we tell ourselves---and why is the 7th the most important?بقلم Annex Wealth Management

Hear from Annex's Director of Human Resources and what she looks for when going about the hiring process.بقلم Annex Wealth Management

Dan was ready for an 'I Told You So' from Dave Spano regarding their bet about Biden remaining as the Democratic candidate. Dave held back. He was more interested if Dan would pay off the bet using cash or crypto.بقلم Annex Wealth Management

Strength: The Fed's tone is changing Weakness: Tech wreck Opportunity: Ride the rotation Threat: Snowballing negative sentimentبقلم Annex Wealth Management

Call it the Trump trade, small caps over large, value over growth. Learn more about the great Boomer Wealth Transfer, the silver lining of delayed retirement, prenups---and a few interviews from this past week's Republican National Convention.بقلم Annex Wealth Management

From our studio at the Pfister branch of Annex Wealth Management, we chatted with various newsmakers and opinion leaders like Milwaukee Mayor Cavalier Johnson, Ted Kellner, Rob Hutton, and Tulsi Gabbard.بقلم Annex Wealth Management

Financial Planning Manager, Eric Strom, discusses his shift in career paths and shares the best financial practices college students should consider.بقلم Annex Wealth Management

Dan O'Donnell visits the Annex Wealth Management studio at the Pfister in Milwaukee this week. After all, it's where former President Trump is staying. Dave Spano and Dan cover Saturday's assassination attempt, Day One of the RNC, and how the market seems to be taking it all in stride.بقلم Annex Wealth Management

Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.بقلم Annex Wealth Management