Our weekly radio shows seek to educate and inform.
Annex Wealth Management hosts four informative radio programs: “Money Talk” on WTMJ. “The Investment show” on WISN. “The Annex Wealth Management Show” on WHBY and WFSX. Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning.
We also produce original, minute-long segments that air daily on a leading Milwaukee area radio station.
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News and financial sites have been reporting that the yield curve may be inverting. What is the yield curve, is it inverting, and what does that mean?
Dan’s family visit to Disney got him thinking about how Disney line passes are a bit like financial planning. Dave talks about pricing power, and how important that will be for the markets and investing.
Inflation hits home when Dan gets the bill for taking his family out to eat. Everyone is affected by this silent tax. Dave shares his Irish name.
Mark Beck joins Derek Felske this week for a deep dive on the markets. Our estate planning team covers celebrities who die without wills or estate plans. Ask Annex tackles questions covering RMDs and HSAs. Join us for a great segment about millionaire myths—and why...
Should Dan ride his bike to work? Rising prices cause us to consider alternatives as we ponder the impact on our savings and investments.
Dave Spano and Derek Felske review Q1 2022 which had plenty of action: the war in Ukraine, rising inflation, and the inversion of the yield curve. What’s the impact on markets—and are there some bright spots? We’ll also feature team segments covering proper...