262-786-6363
July 2017 Quarterly Performance Report

July 2017 Quarterly Performance Report

2nd Quarter Recap by Derek Felske, Chief Investment Officer | Annex Wealth Management U.S. Growth Rebounds In Second Quarter Solid Absolute Returns During the second quarter of 2017, the vast majority of global financial markets again posted solid absolute returns. In...
April 2017 Quarterly Performance Report

April 2017 Quarterly Performance Report

Quarter Recap by Derek Felske, Chief Investment Officer & Dan Brown, Investment Officer Annex Wealth Management During the first quarter of 2017, the vast majority of global financial markets posted positive returns. Following a strong year in 2016, U.S. large...
January 2017 Quarterly Performance Report

January 2017 Quarterly Performance Report

Quarter Recap by Derek Felske, Chief Investment Officer Annex Wealth Management 2016 will be remembered as one of the most news driven years for investors since 2008. After a rocky start to the year, equity markets quickly recovered as the S&P 500 crossed above...
April 2016 Quarterly Performance Report

April 2016 Quarterly Performance Report

Market activity has been consistent with the outlook we’ve expressed over the past year: we will likely not see an impending bear market in stocks caused by an economy entering recession. The First Quarter Rally After a few bumpy opening weeks, the first quarter saw...
October 2016 Quarterly Performance Report

October 2016 Quarterly Performance Report

Quarter Recap by Derek Felske, Chief Investment Officer Annex Wealth Management Following a volatile conclusion to the second quarter, punctuated by the UK’s decision to leave the European Union, global equity markets quickly regained their footing and posted solid...
July 2016 Quarterly Performance Report

July 2016 Quarterly Performance Report

Listen to Annex Wealth Management’s President and CEO Dave Spano, CFP discuss the second quarter with Chief Investment Officer Derek Felske, CFA. 2nd Quarter Recap by Derek Felske, Chief Investment Officer Annex Wealth Management US Growth Rebounds In Second...