Week In Review

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Super Tuesday, Biden’s State Of The Union, the strength of the economy, and potential rate cuts.


THIS TUESDAY | Mercure & Spano

Practically everyone has seen the foreboding headlines about debt (both personal and governmental). What does this growing amount of debt mean to the economy and our individual bottom line? In this webinar, moderated by WTMJ’s John Mercure, Annex Wealth Management’s President and CEO Dave Spano will answer hard questions and provide reasoned insight to cast light on your debt concerns.

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Download 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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Maxing Out 401(k) | Investing In International Stocks | Old Stock Certificates Found


Election Year Investment Myths

Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb” as you calibrate your financial plan!

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