The Annex Wealth Management Blog
In The NewsLewis Town Sentinel: Stock Market Today: Wall Street Ticks Higher After Inflation Report
Stock Market Today: Wall Street Ticks Higher After Inflation Report In The News | August 11, 2023 Lewis Town Sentinel NEW YORK (AP) — Stocks are ticking higher as Thursday’s shaky day of trading comes toward a close following the latest update on inflation...
Reuters: US Jobs Growth Stays Moderate In July, Wage Gains Still Strong
US Jobs Growth Stays Moderate In July, Wage Gains Still Strong In The News | August 4, 2023 Reuters NEW YORK, Aug 4 (Reuters) - The U.S. economy maintained a moderate pace of job growth in July, but solid wage gains and a decline in the unemployment rate...
Vigour Times: Recent Drop In Wall Street Marks One Of The Worst Days In Months
Recent Drop In Wall Street Marks One Of The Worst Days In Months In The News | August 3, 2023 Vigour Times Wall Street experienced a significant decline on Wednesday, marking its worst day in months. Critics claimed that the recent rally was overdone, and this...
NNN: Wall Street Tumbles As Rally Loses Momentum
Wall Street Tumbles As Rally Loses Momentum In The News | August 3, 2023 NNN New York – Wall Street experienced its worst drop in months on Wednesday as the ongoing rally that critics deemed overdone lost significant momentum. The S&P 500 saw a sharp tumble...
Newser: Wall Street Just Had Its Worst Day in Months
Wall Street Just Had Its Worst Day in Months In The News | August 2, 2023 Newser Wall Street tumbled to its worst day in months as its torrid rally that critics called overdone lost more momentum. The S&P 500 fell 63.34 points Wednesday, or 1.4%, to...
Talk ETFs: Annex’s Jacobsen: Don’t Rule Out Recession This Year
Annex's Jacobsen: Don't Rule Out Recession This Year In The News | August 1, 2023 Talk ETFs Despite bucking calls for a recession, the U.S. economy is not out of the woods. That’s according to Brian Jacobsen, chief economist for Annex Wealth Management, who...
The Wall Street Journal: The Benefit of Owning Stocks Over Bonds Keeps Shrinking
The Benefit of Owning Stocks Over Bonds Keeps Shrinking In The News | July 31, 2023 The Wall Street Journal Some worry the rally is unsustainable after a gauge of stocks’ relative value falls to two-decade low The extra reward for holding stocks instead of...
Yahoo Finance: US STOCKS-Wall Street Gives Up Gains, Investors Book Profits
US STOCKS-Wall Street Gives Up Gains, Investors Book Profits In The News | July 27, 2023 Yahoo Finance Meta jumps on upbeat Q3 sales outlook * Q2 advance GDP at 2.4% vs est 1.8% * Indexes up: Dow down 0.44%, S&P 500 down 0.30%, Nasdaq down 0.1% (Updated at...
Bloomberg Businessweek Podcast: Fed Decision, Tech Earnings and Musk Versus Dimon
Fed Decision, Tech Earnings and Musk Versus Dimon In The News | July 26, 2023 Bloomberg Businessweek Podcast Bloomberg Markets Co-Host Jon Erlichman breaks down Meta's earnings. James Cakmak, Technology Analyst at Clockwise Capital, recaps a busy week of big...
Reuters: Instant View: Fed Raises Interest Rates, Leaves Door Open To Another Increase
Instant View: Fed Raises Interest Rates, Leaves Door Open To Another Increase In The News | July 26, 2023 Reuters NEW YORK, July 26 (Reuters) - The Federal Reserve raised interest rates by a quarter of a percentage point on Wednesday, citing still elevated...
Arkansas Democrat Gazette: Stocks Close With Mixed Results Amid Rate Hike Watch
Stocks Close With Mixed Results Amid Rate Hike Watch In The News | July 8, 2023 Arkansas Democrat Gazette NEW YORK -- Wall Street drifted to a mixed finish Friday after data suggested that the U.S. job market is still warm enough to keep the economy growing but...
Morningstar: Stock Market Slumps As Investors Realize Rates Will Be Higher For Longer
Stock Market Slumps As Investors Realize Rates Will Be Higher For Longer In The News | July 6, 2023 Morningstar The whole mosaic of data has 'woken people up to the idea that the Fed's job is not done,' said Brian Jacobsen, chief economist for Annex Wealth...
CNBC: ADP Numbers Sent ‘Shock And Awe’ Through Stocks, Says Annex Wealth’s Brian Jacobsen
ADP Numbers Sent 'Shock And Awe' Through Stocks, Says Annex Wealth's Brian Jacobsen In The News | July 6, 2023 CNBC Brian Jacobsen, chief economist at Annex Wealth Management, joins 'Power Lunch' to discuss the latest ADP jobs data, upcoming Fed hikes, and the...
Yahoo Finance: Fed Aims To Strike Tone Of Being ‘Vigilant On Inflation’ After June Pause: Strategist
Fed Aims To Strike Tone Of Being 'Vigilant On Inflation' After June Pause: Strategist In The News | July 5, 2023 Yahoo Finance The latest FOMC meeting minutes could hint at how the Fed continues to hike interest rates, all while the June jobs report is expected...
The Detroit News: Wall Street Tacks A Bit More To Its Big Run For The First Half Of The Year
Wall Street Tacks A Bit More To Its Big Run For The First Half Of The Year In The News | July 3, 2023 The Detroit News New York — Stocks edged higher in a shortened trading day Monday as momentum slowed on Wall Street following its powerful rally through the...
Yahoo Finance: TREASURIES-U.S. Yields Edge Higher After Manufacturing Data
TREASURIES-U.S. Yields Edge Higher After Manufacturing Data In The News | July 3, 2023 Chuck Mikolajczak | Yahoo Finance NEW YORK, July 3 (Reuters) - U.S. Treasury yields rose modestly in light trading on Monday, reversing course after briefly losing ground...
The Sydney Morning Herald: ASX Starts New Fiscal Year In The Green
ASX Starts New Fiscal Year In The Green In The News | July 3, 2023 Sydney Morning Herald Welcome to your five-minute recap of the trading day, and how experts saw it. The numbers The Australian sharemarket has started the new financial year on the front foot as...
Tasnim News Agency: Analysts Remain Dubious As US Bank Stocks Rise
Analysts Remain Dubious As US Bank Stocks Rise In The News | July 1, 2023 Tasnim News Agency TEHRAN (Tasnim) – US bank stocks rose on Thursday after the Federal Reserve's annual health checks showed lenders could weather an economic slump, easing investor fears...
VigourTimes: Nasdaq Achieves Best First Half Performance in Over 40 Years
Nasdaq Achieves Best First Half Performance in Over 40 Years In The News | July 1, 2023 Vigour Times The week, month, and first half of the year on Wall Street concluded with a strong rally on Friday, driven by reports indicating a potential easing of...
The Detroit News: Another Rally Sends Wall Street Nearly 16% Higher For The First Half Of The Year
Another Rally Sends Wall Street Nearly 16% Higher For The First Half Of The Year In The News | June 30, 2023 The Detroit News New York – Wall Street blazed to another rally Friday to close a winning week, month and first half of the year after reports suggested...
Saltwire: Dollar Softer After PCE, Consumer Spending Data
Dollar Softer After PCE, Consumer Spending Data In The News | June 29, 2023 Chuck Mikolajczak | Saltwire NEW YORK (Reuters) - The dollar index was lower on Friday following two straight days of gains, after economic data showed a cooling in consumer spending,...
Malaya Business Insight: Yields Rise As Inflation Optimism Wanes
Yields Rise As Inflation Optimism Wanes In The News | June 15, 2023 Malaya Business Insight NEW YORK- US Treasury yields rebounded from a brief decline after economic data showed a slowing rise in inflation, a day ahead of the Federal Reserve’s next interest...
Arkansas Democrat Gazette: Markets Gyrate Without Clear View Of Fed’s Intent
Markets Gyrate Without Clear View Of Fed’s Intent In The News | June 15, 2023 Arkansas Democrat Gazette NEW YORK -- Wall Street swung to a mixed finish after the Federal Reserve hinted it may raise interest rates two more times this year, even as it held them...
Mid-Michigan Now: Stock Market Today – Wall Street Drops As Fed Signals More Painful Rate Hikes To Come
Stock Market Today: Wall Street Drops As Fed Signals More Painful Rate Hikes To Come In The News | June 14, 2023 Mid-Michigan Now Stocks are slipping on Wall Street Wednesday after the Federal Reserve hinted it may raise interest rates two more times this year,...
Arkansas Democrat Gazette: Wall Street Drifts Ahead Of Fed Decision On Rates
Wall Street Drifts Ahead Of Fed Decision On Rates In The News | June 14, 2023 Arkansas Democrat Gazette NEW YORK  — Stocks are drifting higher Wednesday, as Wall Street waits to hear what the Federal Reserve’s latest economy-moving decision will be on interest...
Reuters: Still-Hawkish Fed Pauses Rate Tightening After 10 Straight Hikes
Reuters: Still-Hawkish Fed Pauses Rate Tightening After 10 Straight Hikes In The News | June 14, 2023 Reuters NEW YORK, June 14 (Reuters) - The Federal Reserve kept interest rates unchanged on Wednesday but signaled in new economic projections that borrowing...
CNBC: Recession Calls Are Now In The Rearview Mirror, Says Annex’s Brian Jacobsen
Recession Calls Are Now In The Rearview Mirror, Says Annex's Brian Jacobsen In The News | May 31, 2023 CNBC Annex’s Brian Jacobsen and CIC Wealth’s Malcolm Ethridge, join 'Power Lunch' to discuss the state of the market, economy and recession. This website may...
Yahoo Finance: How To Protect Portfolio As Debt Talks, Fed Minutes In Focus
How To Protect Portfolio As Debt Talks, Fed Minutes In Focus In The News | May 24, 2023 Yahoo Finance Annex Wealth Management Chief Economist and Strategist Brian Jacobsen joins Yahoo Finance Live to discuss how to protect your portfolio amid debt ceiling...
Cheddar News: Hopes Rise on Debt Ceiling Deal, Prompting Another Positive Day on Wall Street
Hopes Rise on Debt Ceiling Deal, Prompting Another Positive Day on Wall Street In The News | May 18, 2023 Cheddar News Brian Jacobsen, Chief Economist with Annex Wealth Management, joined Cheddar News to discuss the positive sessions for the stock market as investors...
CNBC: A.I. Tools Will Change The Course Of Human History & ‘Profits Will Follow,’ Says Keith Fitz-Gerald
A.I. Tools Will Change The Course Of Human History & 'Profits Will Follow,' Says Keith Fitz-Gerald In The News | May 18, 2023 CNBC Brian Jacobsen, Annex Wealth Management chief economist, and Keith Fitz-Gerald, principal at the Fitz-Gerald Group, join 'The...
Annex Wealth Management’s President & CEO Dave Spano, CFP® Named To Wisconsin Titan 100
Annex Wealth Management’s President & CEO Dave Spano, CFP® Named To Wisconsin Titan 100 In The News | May 15, 2023 Wisconsin Titan 100 Dave Spano President & CEOAnnex Wealth Management Location: Waukesha County, WIFounded: 2001Industry: Financial Services Dave...
CNBC International TV: The U.S. May Be Seeing A ‘Compression’ In Credit Rather Than A Crunch, Economist Says
The U.S. May Be Seeing A 'Compression' In Credit Rather Than A Crunch, Economist Says In The News | May 8, 2023 CNBC International TV Brian Jacobsen of Annex Wealth Management discusses the U.S. Federal Reserve's quarterly Senior Loan Officer Opinion Survey on Bank...
The Wall Street Journal: Strong Labor Market Data Sparks Bond Selloff
Strong Labor Market Data Sparks Bond Selloff In The News | May 5, 2023 By Eric Wallerstein, The Wall Street Journal A midweek bond rally fueled by worries over the economy and banking system was cut short on Friday when the labor market again proved surprisingly...
London Southeast: Fed fires off a 25bp hike, U.S. stocks take it in stride
Fed Fires Off A 25bp Hike, U.S. Stocks Take It In Stride In The News | May 3, 2023 Reuters Market Analyst, Terence Gabriel, Reuters, London Southeast Main U.S. indexes advance: Nasdaq out front * KBW regional banking index rallies >2% * Dollar,...
WIS Business: WED AM News: Froedtert & MCW break ground on proton therapy project; WisBusiness: the Show with Michael Riechers, Dane County Regional Airport
WED AM News: Froedtert & MCW break ground on proton therapy project; WisBusiness: the Show with Michael Riechers, Dane County Regional Airport In The News | May 3, 2023 Colin Schmies, WIS Business — The Froedtert & the Medical College of Wisconsin health...
Progressive Farmer: US Stocks Slip After Rate Hike
US Stocks Slip After Rate Hike In The News | May 3, 2023 Progressive Farmer NEW YORK (AP) -- Stocks dipped Wednesday after the Federal Reserve announced its latest hike to interest rates but said it's not sure what may come next. The S&P 500 fell 28.83, or 0.7%,...
Reuters: Instant View: Fed hikes another 25 basis points, hints it may be the last increase
Instant View: Fed Hikes Another 25 Basis Points, Hints It May Be The Last Increase In The News | May 3, 2023 By Global Finance & Markets Breaking News team, Reuters NEW YORK, May 3 (Reuters) - The Federal Reserve on Wednesday raised interest rates by a quarter of...
Annex Wealth Management’s President & CEO Dave Spano, CFP® Again Named To Milwaukee-Area Power Brokers
Annex Wealth Management's President & CEO Dave Spano, CFP® Again Named To Milwaukee-Area Power Brokers Milwaukee Business Journal | December 2, 2021 Annex Wealth Management's President and CEO Dave Spano has again been named to the Milwaukee Business Journal's...
BizTimes | Inflation In The Social Media Era
Inflation In The Social Media Era By Deanne Phillips, CFP®, CDFA®, ABFPsm, Director of Client Learning & Development - Originally aired on BizTimes November 3, 2021 Inflation has been on nearly everyone’s mind for months, and it seems every metric in place...
BizTimes | Your Tax Planning Just Got More Complex
Your Tax Planning Just Got More Complex By Brandon Lehman, CFP® | Director of Branch Development - Originally aired on BizTimes September 24, 2021 While we’ve experienced upheaval and change in many areas this year, one arena has garnered much anxiety and little...
BizTimes | Time For Insight and Decision
Time For Insight and Decision By Deanne Phillips, CFP®, CDFA®, ABFP, Director of Client Learning & Development - Originally aired on BizTimes September 10, 2021 While we’ve experienced upheaval and change in many areas this year, one arena has garnered much...
BizTimes | Planning Adds More Than Just Financial Stability
Planning Adds More Than Just Financial Stability By Brandon Lehman, CFP® | Director of Branch Development - Originally aired on BizTimes - Jul 8, 2021 Financial planning sounds ominous, cold, and for some, threatens to include exposing parts of your life you’d rather...
BizTimes | How Challenging Times Created New Millionaires
How Challenging Times Created New Millionaires By Dave Spano - Annex Wealth Management - Originally aired on BizTimes June 9, 2021The economic crisis we’ve faced over the past year resulted in negative outcomes for many businesses and families. But as we recover, many...
Annex Wealth Management Is A Proud Partner Of Wisconsin Athletics
University of Wisconsin and Annex Wealth Management team up for education UW, AWM Unveil Multi-Year Campus-Wide Relationship to provide educational opportunities MADISON, Wis. (Oct. 17, 2019) – The University of Wisconsin and Wisconsin Athletics are introducing a...