Client Exclusives

Client Exclusive: Market & Economy Update 5/11/2022

Annex Wealth Management’s President & CEO David Spano is joined by Chief Investment Officer Derek Felske to discuss the current state of the market and what we’re watching as the Fed is set to meet.Uncertainty from current events can leave you with plenty of questions. Annex Wealth Management’s Dave Spano and Derek Felske discuss why 2022 seems to be following a path like many mid-term election years, and what they think they’ll see through the rest of the year.

Client Exclusive: Comments On Volatility 1/25/22

Annex Wealth Management’s President & CEO Dave Spano is joined by Chief Investment Officer Derek Felske to discuss the current state of the market and what we’re watching as the Fed is set to meet.

Uncertainty in the midst of current national and international events has created a year that will likely provide volatility, but we have our finger on the pulse of the situation as we consider past market trends and also forward-looking tactical perspectives. Listen as Dave and Derek discuss.

Post Election: Client Update 1/8/2021

 

January 6 was an historic day in Washington, D.C., and the events there had repercussions across the country.

While Congress was counting electoral votes, the President was speaking to a massive gathering of Americans. Some left the gathering, approached, and entered the US Capitol. It was the first time The Capitol building had been breached in over 200 years, or since the War of 1812.

Like many experts, Annex Wealth Management knew the election was not going to be decided on election night. Leading up to the election, Annex started an exclusive Web Series called “What The U.S. Election Means For Investors,” a four-part series where Annex Wealth Management’s Dave Spano and Derek Felske take a detailed look at what has happened after past presidential elections, and what history said about 2020.

Annex leadership was watching the events of January 6, and kept an eye on market responses. Clients had questions about how the economy and markets would be impacted, so we released this message on January 8th.

 

 

January 8th, 2021 – We’ve had our eye on the markets throughout this tumultuous past year, and especially recently as our nation confirmed a transfer of leadership. You may have wondered how we see the economy and the markets, so we prepared this special communication for you to let you know where we think we are, and where we’re headed.

As always – if you have any questions or concerns, please let your team know. Your Wealth Manager and Client Service Manager are ready to help.

Client Exclusive: Market Insight & Update 7/1/2020

 

July 2020 saw the first round of Federal stimulus checks delivered, accompanied by widespread civil unrest. By the end of June, there were over 10 million reported Coronavirus cases worldwide, and the state of the markets were volatile.

Our clients were living in a different world than they had known. Independence Day celebrations were cancelled, and many had questions about where the economy was headed.

Annex Wealth Management created a message for clients to inform them where we thought the economy and the markets were headed.

July 1st, 2020 – We wanted to make sure you heard from us as you opened your Q2 statements. The volatility we experienced in the first few months of this year may not subside, and as we wait for a medical solution to the medical crisis, Annex Wealth Management’s Dave Spano and Derek Felske explain what they see and who they’re listening to as they make sense of the economy.

We’re honored to work with you, and we don’t take our relationship with you lightly. Please, let us know if you have any questions about how you view your financial future or life changes that may impact your plan. We’re ready to help.

 

July 1st, 2020 – We wanted to make sure you heard from us as you opened your Q2 statements. The volatility we experienced in the first few months of this year may not subside, and as we wait for a medical solution to the medical crisis, Annex Wealth Management’s Dave Spano and Derek Felske explain what they see and who they’re listening to as they make sense of the economy.

 

We’re honored to work with you, and we don’t take our relationship with you lightly. Please, let us know if you have any questions about how you view your financial future or life changes that may impact your plan. We’re ready to help.

Client Exclusive: Market Insight & Update 4/10/2020

 

For many, 2020 was supposed to be the year of vision, the year to achieve your highest goal. Instead, it turned out to be the year everyone wanted to see in their review mirror. By February 4th, 2020 the first quarantine due to the Coronavirus had occurred, followed by cascading information – and misunderstanding – of this virus and its implications. By March, hospitals were anticipating massive amounts of coronavirus patients, toilet paper was scarce, and the stock market was unpredictable.

Annex started a series of Client Exclusives, a series of videos with our President & CEO, Dave Spano and our Chief Investment Officer, Derek Felske, discussing what they saw the markets doing, how Annex was prepared, and what could be expected.

April 10th, 2020 – The markets had a good week, but we still see the recent moves as a “Bear Market Rally.” As experts start to zero in on when – not if – the economy may return, Annex Wealth Management’s Dave Spano and Derek Felske discuss where the shutdown has taken us – and start to look to what might happen if the economy were to start again.

 

April 10th, 2020 – The markets had a good week, but we still see the recent moves as a “Bear Market Rally.” As experts start to zero in on when – not if – the economy may return, Annex Wealth Management’s Dave Spano and Derek Felske discuss where the shutdown has taken us – and start to look to what might happen if the economy were to start again.