1. Inflation Lower, But Prices Continue To Creep Up 2. How Do You View Your Inbox? 3. Client Exclusive: Another Email! 4. Have You Gotten Your Graphonomics? 5. AI Hype | Tracking Inflows | Comparisons | How Are REITs Doing? | Repaying Student Loans 6. “What’s hard now is setting us up for success later on, choose your hard.” 7. Moody Markets
1 | Week In Review
China’s deflationary environment is not being imported to the US. What does that mean for commodity prices and the markets? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
2 | Poll
Phones, tablets, desktops, refrigerators.. you can find a screen nearly everywhere these days to watch TV, play games, and do a job!
There can be varying preferences when it comes to which type of screen to use, depending on what you’re trying to do. We want to know your preferred screen size specifically when it comes to reading emails.
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3 | Client Exclusive – ICYMI
Another Email!
If you have accounts open through TD Ameritrade, we sent you an email last week containing some FAQ’s regarding the merger with Charles Schwab.
Some of the questions answered are:
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- How can I see my accounts online?
- What statements will I see at Schwab Alliance once the merger is completed?
- Will my current statement delivery preferences (online or paper) remain the same?
- Will I receive multiple tax documents for 2023 filings?
And more!
Didn’t see the email? Read the whole thing by visiting our page on the Annex Client Center, dedicated to all communications with you regarding this merger.
Please reach out to your Wealth Manager or Client Service Manager if you have any questions!
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4 | Did You Know?
Have You Gotten Your Graphonomics?
The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding.
Annex Wealth Management’s Chief Economist, Brian Jacobsen, has compiled three graphs to help you make sense of the economy. We’re dedicated to assisting as you seek to make truly informed decisions.
Volume 3 is available now!
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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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Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.
BROWSE EVENTS →
Start the week off with insight and perspective from members of the Annex Wealth Management Investment Committee.
