August 1, 2021 Quarterly Review & Outlook By Todd Voit The Economy A Pressing Question The economy and market operate on two different cycles. Keep in mind that for the past 100 years, the market has almost always been a barometer of what’s going on below the...
Todd Voit, PhD Chief Investment Strategist ________________________________________ Quarterly Recap The first quarter of 2021 saw the year-end rally continue but not without hitting a soft patch. The first quarter of 2021 saw the long-awaited rotation from growth into...
It seems every national election plays a role in the economy and our vision of the future. What will the 2020 election mean for investors? Annex Wealth Management’s Dave Spano and Derek Felske take a detailed look at what has happened after past presidential...
You’re finally making good money. Now what? Sometimes, hard work pays off. You’ve weathered the storms and taken wise chances, and now (finally), you’re making good money. If you’re wondering what to do now, you’re not alone – one study showed that the number...
Annex Wealth Management President & CEO Dave Spano appeared on “Wisconsin’s Morning News” this past week to discuss setting financial goals for the New Year. Dave discussed reviewing your portfolio in light of potential changes in tax laws, why 401(k) savings are...
