Week In Review

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the current Goldilocks scenario, a possible June rate cut, and what you might expect from the market during an election year.


Hot Off The Press: Graphonomics 10!

In this version, Graphonomics focuses on 1) Growth: Fundamentals Do Matter 2) Inflation: Less Relevant Than Internet Costs 3) Policy: A Bit Of A Wash

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AI Hype | Health Insurance After Retiring | Moving Cash Into S&P 500 Fund

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The 4 Phases of Retirement

Resources + Research

Every year, Russell Investments releases a study articulating the value of an advisor, making sure to calibrate their formula based on contributing factors. Annex Wealth Management’s Brandon Lehman discusses the four critical areas of value, explaining how crucial a fee-only fiduciary advisor can be.

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