The Annex Wealth Management Blog

1. More Signs A Recession Is Near 2. Poll: Do You Spring Clean? 3. Are You Happy With Your Picks? 4. Know What You Own: Equities 5. Ask Us A Question! 6. “If we had no winter…” 7. How Sites Like Ancestry.com, 23AndMe, & Others Can Disrupt An Estate Plan1 | Week In...

1. Fed Both The Arsonist & The Firefighter 2. Poll Recap: Should The U.S. Keep DST? 3. Are You Happy With Your Picks? 4. Consider These 11 Reasons To Start Estate Planning 5. Ask Annex 6. “If you're not making mistakes…” 7. Remarriage & Estate Planning1 | Week...

1. More Signs Rate Increases Are Taking Hold 2. Poll: Should The U.S. Keep DST? 3. Don't Let Inflation Crash Your Retirement Party 4. Consider These 11 Reasons To Start Estate Planning 5. Ask AUs A Question! 6. “The two most powerful warriors…” 7. Inside Annex: The...

1. Good Economic Data-What Will The Fed Do? 2. Poll Recap: Does The New RMD Age Affect Your Retirement Planning? 3. Don't Let Inflation Crash Your Retirement Party 4. Evaluate HSAs Available To You 5. Ask Annex 6. “Think like a proton…” 7. HSA & High Deductible...

1. Inflation Stays Hot - What Now? 2. Poll: Does The New RMD Age Affect Your Retirement Planning? 3. Don't Let Inflation Crash Your Retirement Party 4. Consider Satisfying Your RMDs Sooner Than Later 5. Ask Annex 6. “Don't judge each day…” 7. The Advantages Of Taking...

1. Consumer Spending Ignores Inverted Yield Curve 2. Poll Recap: How Will You Watch The Super Bowl? 3. Maintain Your Lifestyle In Retirement 4. Understand & Prepare For Long-Term Care 5. Ask Us A Question! 6. “Things work out best for those…” 7. Financial Planning...

1. New Economic Data & Bulls Vs. Bears 2. How Will You Watch The Super Bowl? 3. Who's On Your Team? 4. Early Retirees - How To Bridge The Health Insurance Gap 5. Ask Annex - Bad TikTok Advice 6. “Teamwork…” 7. Is Annex The Right Fit For You?1 | Week In ReviewNew...

1. The Fed Meeting, A Big Week In Earnings, & A Surprising Job Number 2. How Do You Exercise Your Brain? 3. Maintain Your Lifestyle In Retirement 4. Know And Plan Your Cash Flow 5. Ask Us A Question! 6. “The way to get started is to quit talking and begin doing…”...

1. Eyes On Two Things Next Week 2. How Do You Exercise Your Brain? 3. Protect Yourself From Financial Elder Fraud 4. Maintain Your Lifestyle In Retirement 5. Emerging Markets, Owning Gold, Buying At Market Open, After Market Trading 6. "Often when you think you're at...

1. Will Earnings Season Hint At A Slowdown? 2. Financial Decision Influencers 3. Maintain Your Lifestyle In Retirement 4. Beware Of Conflicting Opinions On Your Asset Allocations 5. Ask Us A Question! 6. If the wind will not serve, take the oars... 7. Are You An...

1. CPI Indicates Rate Increases May Pause 2.When Do You File Your Taxes? 3. Get Organized For Income Taxes 4. Kick Off 2023 With A Real Financial Plan 5. Ask Annex: Online Banks, Retirement Accounts From Previous Employers, Accounts For Grandkids 6. Money is a...

1. Bad News Encourages Markets 2. When Do You File Your Taxes? 3. Audit The Financial Advice You're Receiving 4. Kick Off 2023 With A Real Financial Plan 5. What Happens After I Fill Out The Get Started Form? 6. If you're trying to lose weight, it won't happen if you...

Year In ReviewHappy New Year!This week’s Axiom reviews your favorite articles, videos, and radio segments from 2022. The year had its ups and downs, and it was fun to go back and track our insight through all the changes. We’re excited about 2023, and hope The Axiom...

Fed Indicates More Rate Hikes Coming | Special Edition Axiom: 2023 Resolutions - Financial Planning, Investment, Estate Planning, Wealth Management, Year-EndWeek In ReviewFed Indicates More Rate Hikes ComingDespite exceeding the 2-year treasury, the Fed indicated it...

1. PPI Stays Hot, But Inflation May Be Cooling 2. Recap: Do You Find It Harder To Spend? 3. Consider If You Need Life Insurance 4. Kick Off 2023 With A Real Financial Plan 5. Should I Wait Until The Markets Cool Off To Rollover A 401(k)? 6. When you don't know where...

1 | Week In Review Jobs Report Makes The Fed's Job HarderThe Fed's dual mandate of low inflation and full employment is not met. What will the Fed do now that inflation continues and employment is staying hot? Annex Wealth Management's Dave Spano and Jason Cooper...

1. Fed “Pivot” A Long Ways Away, Expect A “Pause” Instead 2. What Do You Still Need To Consider? 3. When To Review Your Estate Plan 4. Ask Us A Question! 5. Setting a goal is not the main thing... 6. Should I Wait Until The Market Recovers To Rollover A 401k? 7....

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...

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...

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...

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...

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...

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...

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...

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...

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?...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

Sincerely,All of us at Annex Wealth Management

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...

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...

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...

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...