Comments based on information available as of 5:15 am CT on 8/7/2026 Growth: Dog Days of Summer The week's two Institute for Supply Management (ISM) surveys agreed on the big picture: the economy is picking up speed. Manufacturing jumped to its strongest reading in...
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Macro & Market Musings | 7/24/26
Comments based on information available as of 5:15 am CT on 7/24/2026 Growth: Defiantly Strong The US labor market is refusing to roll over. Initial jobless claims plunged 22,000 to 187,000, the lowest level since September 1969. This is not a one-week fluke. Claims...
Macro & Market Musings | 6/19/2026
Comments based on information available as of 5:15 am CT on 6/19/2026 Growth: A Broader Base Consumers have been carrying a heavy load at the gas pump with energy prices up 23.5% from a year ago in May. That acts like a tax. Households have been deferring big-ticket...
Macro & Market Musings | 6/12/2026
Comments based on information available as of 5:15 am CT on 6/12/2026 Growth: Hiring Through The Gloom If you only read the surveys, you'd think the expansion was over. The NFIB Small Business Optimism Index fell to 95.3 in May, its weakest reading since October 2024...
Macro & Market Musings | 6/5/2026
Comments based on information available as of 5:00 am CT on 6/5/2026 Growth: A Rare Bright Spot? While consumers are feeling pressure and service-sector momentum is softening, manufacturing offered a rare bright spot. The ISM Manufacturing Index for May came in better...
Dave Spano Named To 3 Powerful Lists
Annex Wealth Management is proud to announce that Chief Executive Officer, Dave Spano, has recently been honored by being simultaneously named to 3 influential lists. Wisconsin 275 | BizTimes "Wisconsin 275 highlights the 275 most influential executives in different...
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3 Potentially Great Tax Strategies For Executives
3 Potentially Great Tax Strategies For Executives Three tax strategies that might significantly benefit executives – approaches that may not only minimize tax liabilities, but also provide opportunities for long-term wealth creation. [hubspot type="form"...
Corporate Transparency Act: How Seriously Should You Take Beneficial Ownership Reporting?
Corporate Transparency Act: How Seriously Should You Take Beneficial Ownership Reporting? As part of the Anti-Money Laundering Act of 2020, the Corporate Transparency Act (CTA) will soon take effect. The CTA aims to combat money laundering, tax fraud, and other...
Annex Wealth Management Named Top Workplace For Second Year In A Row
Annex Wealth Management Named Top Workplace For Second Year In A Row Annex Wealth Management is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We've earned a...


