1 | Week In ReviewMarkets 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...

TD Ameritrade Statement UpdateSkip to the Client Exclusive for more info →1 | Week In ReviewInflation 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 the...

1 | Week In ReviewJobs Report Cast Doubt On Recession DeclarationsFriday’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 inflation...

1 | Week In ReviewGDP 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 and...

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...

Quarterly Estimated Tax Payments Are Due 6/15/2022.If you have estimated tax payments, your Q2 payment is due June 15, 2022. Please visit the link below for instructions on how to complete your payments. If you have any questions, comments, or concerns regarding your...