The Annex Wealth Management Axiom Archive

Our Latest Insights

Axiom | Vol 333

Does The Sharply Inverted Yield Curve Mean Recession? | Happy Thanksgiving From All Of Us At Annex Wealth ManagementWeek In ReviewDoes The Sharply Inverted Yield Curve Mean Recession?Historically, an inverted yield curve tends to foretell a coming recession. But...

Axiom | Vol 332

Featured: The Annex Wealth Management 2022 Year-End Tax Guide 1. Inflation Softer Than Expected, Keeping An Eye On US Dollar 2. Does Your Tax Strategy Need Consideration? 3. Capital Gain/Loss Planning: Capital Gains Distributions; Tax Loss Harvesting 4. Converting...

Axiom | Vol 331

1 | Week In Review Will Interest Rates Continue To Rise?As the Fed increased rates by the expected 75 basis points, what’s in store for interest rates moving forward? 2 | Poll Does Your Tax Strategy Need Consideration? A recent survey of tax professionals on tax...

Axiom | Vol 330

1 | Week In Review Markets Close Up Again Despite Rising PCEWhy do analysts still see a recession while GDP was up? Annex Wealth Management’s Dave Spano and Derek Felske discuss.2 | Poll Do You Feel Prepared? SourceBACK TO TOP ↑ 3...

Axiom | Vol 329

1 | Week In Review Markets Enjoy Rebound Week As Euro Economy SuffersAll major indices were up this week, despite the 10 year Treasury going up by over 20 basis points. One reason is likely the gloom experienced in Europe, which faces a strong dollar and a looming...

Axiom | Vol 328

1 | Week In Review Inflation Stays Hot. Look For Another Rate Increase.Early earnings reports have been pretty good, but CPI, PPI, and retail sales did not report positively. What can we expect from the Fed? Annex Wealth Management’s Dave Spano and Derek Felske...

Axiom | Vol 327

1 | Week In Review Employment Hasn't Joined The Recession - Yet.While Friday’s job numbers indicated a healthy employment situation, closer scrutiny may show some signs that the employment market may be changing. Are we experiencing a shallow recession, or the shallow...

Axiom | Vol 326

1 | Week In Review It Looks Like A Recession In 2023.For the first time, the S&P 500 and the Barclay’s Aggregate Bond Index were down for three successive quarters. The Fed is still focused on halting inflation, which likely means more rate hikes. Is fixed income...

Axiom | Vol 325

1 | Week In Review Fed Projections Aren't A Soft LandingWhile the markets anticipated another 75 basis point hike in the Fed Funds rate, some analysts were surprised to hear the Fed revise its projections for a rougher 2023. Can both GDP and unemployment rise in 2023?...

MoneyDo: Create Separate Passwords for Each of Your Accounts

MoneyDo: Create Separate Passwords for Each of Your Accounts  September 16, 2022 We no longer choose whether we want to engage in the digital world or not. Today, practically everyone has an email address, which means practically everyone has at least one password. ...

Axiom | Vol 324

1 | Week In Review FEDEX's Huge Earnings Miss May Be A Sign Many analysts consider FEDEX an economic bellwether, so when the company reported a massive earnings miss, the markets noticed. Is FEDEX demonstrating a future problem - or are earnings already off? Annex...

Axiom | Vol 323

1 | Week In Review Markets End Down Streak - Now, Analysts WaitUS Markets ended a multiple-week stretch of down weeks, retracing some of losses experienced earlier this year. Analysts now will wait for Tuesday’s CPI numbers: have we seen peak inflation? Annex Wealth...

Axiom | Vol 321

1 | Week In Review Powell Seeks Lower Inflation, Even If It Causes RecessionFed Chairman Powell’s comments at Jackson Hole sent the markets lower, as he reasserted that the Fed will seek to lower inflation, even if a recession occurs. Annex Wealth Management’s Dave...

Axiom | Vol 320

1 | Week In Review Markets Slow As Energy Creeps HigherMixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Annex Wealth Management’s...

Axiom | Vol 319

Featured Register for the Summer Patio Party! Click here to learn more → 1 | Week In Review Inflation May Have Peaked. CPI and PPI numbers show that inflation is still hot year over year, but may have reached its peak. Markets seem to think so – both small caps and...

Axiom | Vol 318

1 | Week In Review Jobs Report Casts Doubt On Recession Declarations Friday’s jobs report showed the labor market returning to pre-pandemic levels. That surprising headline, in addition to a July full of rebounds, seems to show an economy not in recession. With...

Axiom | Vol 317

1 | Week In Review GDP Down, Employment Low: Is This A Recession? As many expected, GDP was negative for a second consecutive quarter. But with strong employment figures and slightly upbeat earnings, are we truly in a recession? Annex Wealth Management’s Dave Spano...

Axiom | Vol 316

FeaturedAn Interview Exclusive: Dave Spano, CFP® + Gale KlappaGale Klappa (Executive Chairman & Office of the Chair - WEC Energy Group, Director - Associated Banc-Corp and Badger Meter Inc.) sits down with Annex Wealth Management’s President & CEO, Dave Spano...

Axiom | Vol 315

1 | Week In ReviewWill Earnings Season Reflect Impact Of Monster CPI & PPI?The markets closed higher on Friday, but the week was roiled by historically high CPI and PPI reports. Still, some sectors revealed upbeat earnings reports. Will earnings guidance reflect a...

Axiom | Vol 314

1 | Week In ReviewEmployment Figures Seem To Defy SentimentFriday’s jobs numbers seemed to show an economy not in recession. Consumer sentiment remains at record lows. How will the markets react to these very different signals? Annex Wealth Management's Derek Felske...

Axiom | Vol 312

1 | Week In ReviewIs Bullard Right? Recession Not A CertaintyMarkets were up this past week, and we may not have seen full capitulation. Was Bullard right when he said recession fears are overblown? Annex Wealth Management's Dave Spano and Derek Felske discuss.2...

Axiom | Vol 311

1 | Week In ReviewMarkets Down - Is A Bottom In Sight?The Fed continues to try to play catch up as the markets tumble, but some sectors have been deeply in bear territory for a while. Is a bottom in sight? Annex Wealth Management's Dave Spano & Derek Felske...

Axiom | Vol 310

WATCH PAST WEBINARWatch Past Webinar | Understand Your WRS Pension PotentialDo you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? If you participate in the State of Wisconsin Pension program, you may have...

Axiom | Vol 309

1 | Week In ReviewConsumer Confidence, Atlanta Fed GDP Report, Microsoft News, & Friday’s Jobs NumberAnnex Wealth Management's Todd Voit discusses the better-than-expected Consumer Confidence and ISM Manufacturing reports, as well as the Atlanta Fed's GDP report,...

Axiom | Vol 307

1 | Week In ReviewMarkets Rally To Avoid Bear Territory - Is A Recession Imminent, Or Not?After the S&P prepared to announce the end of a bull market and the beginning of a bear, indexes rebounded to positive gains for the day. What does terrible sentiment and...

Axiom | Vol 306

1 | Week In ReviewFed Wrestles With Credibility As Inflation Digs InAs some markets approached bear territory, the Fed forecasted more rate hikes. Some analysts believe they're playing "catch-up" after too-generous policies. Annex Wealth Management's Dave Spano and...

Axiom | Vol 305

1 | Week In ReviewMarkets Try To Decide If The Fed Can Be TrustedWhile many factors - from political to global to financial - play a part in creating our current financial circumstance, the financial markets seem to be questioning whether the Fed is the source or the...

The Advantages Of Taking Your RMD Early

The Advantages Of Taking Your RMD Early May 4, 2022 Traditionally, many take RMD distributions at the end of the year - but did you know you can take it earlier? Annex Wealth Management's Financial Planning Manager, Eric Strom, CFP®, EA lists the advantages of...

Axiom | Vol 304

1 | Week In ReviewGDP Goes Negative As Inflation Takes Its TollCorporate earnings rose - and the nominal GDP increased. But when calculated including inflation, GDP was down in Q1, and recent FAANG earnings led the markets downwards. Annex Wealth Management's Dave...

Axiom | Vol 303

FeaturedAnnex Wealth Management Sponsors 50th Annual Lombardi Golf ClassicThe VLCF Golf Classic raises money for organizations that will help prevent cancer, provide the best care to those fighting it and find a cure in the true Lombardi spirit of excellence. If...

Retirement Plan Services: Company Profiles

Retirement Plan Services: Company Profiles April 6, 2022 You've probably dreamt about your retirement - but have you given it a test run? Annex Wealth Management's Deanne Phillips, CFP®, CDFA®, ABFPsm explains how "trying on" your retirement beforehand can help you...

Trying On Retirement: Avoiding Regret

Trying On Retirement: Avoiding Regret April 6, 2022 You've probably dreamt about your retirement - but have you given it a test run? Annex Wealth Management's Deanne Phillips, CFP®, CDFA®, ABFPsm explains how "trying on" your retirement beforehand can help you get a...

Axiom | Vol 301

1 | Week In ReviewHow Long Will Inflation Stay This Hot?Will we ever see inflation return to the low numbers we saw just a few years ago? How long can it run this hot? Annex Wealth Management's Mark Beck and Derek Felske discuss.2 | PollMoney Questions To Ask Your...

Axiom | Vol 300

1 | Week In ReviewWill Inflation Continue At This Pace Through 2022?The Fed's dual mandate is full employment and fending off inflation. Friday's job report indicates what some consider to be full employment - how will the Fed react to inflation rates - and will they...

Is A Roth Conversion Right For You?

Is A Roth Conversion Right For You? Mar 25, 2022 It depends on your situation. Annex Wealth Management's Financial Planning Manager, Eric Strom, CFP®, EA and Financial Planning Specialist Tom Berkholtz, CFP® break down what a Roth Conversion is and when it might be...

How Much Life Insurance Do You Need?

How Much Life Insurance Do You Need? Mar 23, 2022 The answer isn't the same for everyone. Annex Wealth Management's Financial Planning Manager, Eric Strom, CFP®, EA walks us through how to calculate a life insurance plan - and how working with an expert can help....

Annex University: A Client Exclusive

Annex University: A Client Exclusive Mar 23, 2022 Annex Wealth Management has always been committed to client growth and education. Planning and saving can be demanding. We’ve found that when our clients master key concepts, it often enhances working together to reach...

Axiom | Vol 299

1 | Week In ReviewMarkets Rally Despite Continued Russian TensionThe S&P is up 100% from March 2020 lows, and despite continued Russian/Ukranian tension, the markets rallied this week. What is attracting investors, and what could cause a downturn? Annex Wealth...

Estate Planning: How To Make Things Easier For Your Trustees

Estate Planning: How To Make Things Easier For Your Trustees Mar 18, 2022 Get organized now to make things easier for your trustees. Annex Wealth Management's Estate Planning Attorney, Jill Martin, JD explains how to do just that. Subscribe to Annex Wealth...

Axiom | Vol 298

Annex Wealth Management's Podcast Series:Moving In Retirement: Episode 4 You’re Moving. Now What?The past three episodes, we’ve discussed what to consider before moving – now Annex Wealth Management’s Tom Parks and Deanne Phillips discuss what to consider after you’ve...

What You Should Know About Spousal Social Security

What You Should Know About Spousal Social Security Mar 11, 2022 We're all familiar with Social Security. What about spousal Social Security? Here to talk about it is Tom Berkholtz, CFP®, Financial Planning Specialist at Annex Wealth Management. Subscribe to Annex...

Axiom | Vol 297

1 | Week In ReviewCPI Jumps Higher – Will Investors Stay In The Markets?CPI jumped higher this week, and analysts expect PPI to make another big increase. What does this level of inflation mean for the markets, and are investors seeing a buying opportunity or a reason...

What’s The Supply Chain? Supply Chain Definition

What's The Supply Chain? Supply Chain Definition Mar 7, 2022 Inflation has reached highs unseen in decades. Many believe supply chain disruptions to be one of the key causes of inflation. What' s the supply chain, and how does it affect the average person. Annex...

Axiom | Vol 296

1 | Week In ReviewSour Sentiment May Be Ignoring The FundamentalsA decent jobs report and sound fundamentals didn't buoy investor sentiment as the fear and greed index dove. What's next for the global economy? Annex Wealth Management's Dave Spano and Derek Felske...

Investing Terms

Investing TermsFeb 25, 2022 Annex Wealth Management's Chief Investment Strategist, Todd Voit, PhD gives us a quick course on some common investment terms. Subscribe to Annex Wealth Management’s YouTube channel for more informative videos on key topics and selections...

Axiom | Vol 295

1 | Week In ReviewWhy Did Markets & Bonds Close The Week Up As War Continues?Both the markets and the 10 Year Treasury closed the week up - despite the graphic images of war in Ukraine. Why is the economy reacting in this fashion, and is a recession imminent?...

What’s Stagflation? | Stagflation Definition

What's Stagflation? | Stagflation Definition Feb 22, 2022 Some recent headlines have revived a term that hasn't been mentioned in a while - stagflation. What is stagflation? Annex Wealth Management's Tom Parks explains. For our definition of inflation, visit...

Is The 4% Rule Outdated?

Is The 4% Rule Outdated? Feb 18, 2022 “The 4% Rule” has come under fire from retirement experts who claim that this rate of withdrawal is no longer realistic. Randy Winkler, CFP®, a Wealth Manager at Annex Wealth Management, explains what the rule means and how the...