1 | Week In Review
Earnings reported better-than-expected numbers and the jobs market also beat expectations. Will we experience the much-anticipated recession? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
Annex Wealth Management Welcomes Brian Jacobsen To The Team As Chief Economist
Annex Wealth Management has named Brian Jacobsen, Ph.D., J.D., CFP®, CFA®, CAIA to the position of Chief Economist. Brian will provide considerable insight and leadership to Annex’s clients and its Investment Committee, which guides client portfolio construction and investment philosophy.
An accomplished writer and speaker, Jacobsen’s perspective and expertise have been featured nationally on networks like CNBC and Bloomberg. He has also appeared on Annex’s “Money Talk” weekly radio program in the past.
Listen to President & CEO Dave Spano welcome Brian to the Annex team!
Introducing Brian Jacobsen
2 | Poll Recap
Last week we asked you about your preferences when it comes to statement delivery. In the Digital Age, it’s become easier to receive information via online platforms, but many folks still prefer the tried-and-true paper documents.
The field was nearly divided in half, with 54% of polltakers saying they prefer paper statements and 46% opting for digital. Despite having a preferred delivery type, 53% of respondents said the form of delivery varies based on the type of statement, whereas 44% said they use the same type of statement for all.
Based on this poll, it’s clear that even in the Age of Technology, it hasn’t fully taken over quite yet.
If you have questions on the statements you receive from Annex or your custodian, reach out to your Wealth Manager or Client Service Manager!
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3 | Join Us May 17th!
The Difference – Live!
Join WISN’s Dan O’Donnell and Annex Wealth Management’s President & CEO Dave Spano, the hosts of “The Difference” podcast – at New Berlin Hills Golf Course as they discuss the intersection of policy and economics.
Expect lively conversation and ask your own questions at this live event.
Click the image below to register!
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A Message From TD Ameritrade:
If you’re an account holder at TD Ameritrade, and if it’s applicable, you’ll receive an annual Standing Letter of Authorization (SLOA) confirmation notice sometime in May. This will list all active SLOAs that TDA has on record for your account(s) as of December 31, 2022.
A confirmation notice will be sent for each account that maintains an active SLOA with TD Ameritrade Institutional, and you’ll continually be notified whenever new SLOA instructions are established for an account.
There is no action required by you. The letter serves as a required informational notice.
If you have any questions regarding this message, please reach out to your Wealth Manager or Client Service Manager.
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5 | Ask Annex
Annex Wealth Management’s Sarah Kyle and Matthew Morzy, CFP® answer several Ask Annex questions.
Do you have a question for Annex Wealth Management? Drop it here.
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6 | Quote of the Week
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