Week In Review

NVIDIA (briefly) surpassed Microsoft as the most expensive company in the world. While it fell off, it’s still jockeying for the top with its growth linked to AI. Currently, the markets are driven by a minority of firms. What does that mean for investors? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.


This Week! WEBINAR: Understand Your WRS Pension Potential | 6/26/24

Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Annex Wealth Management’s Financial Planning Team Manager, Eric Strom, CFP®️, and Financial Specialist, Cory Borcherdt, CFP®, CLTC®️ discuss how to look at your statement, and even go through several case studies that may help relieve concerns and answer your questions.



Reimagining Retirement: Why Turning 65 Isn’t What It Used To Be

Join Us At The Botanical Gardens!

WOMEN & WEALTH | An Evening Garden Tour | 7/18/24

Meet other garden enthusiasts in this casual evening, as we tour the Boerner Botanical Gardens in full bloom with a gardening expert and share our own best practices that make our gardens flourish.


In Case You Missed It

8 Tips for Smarter Charitable Giving

Many of us would like to leave a lasting legacy on our world, our community, and our family. Charitable giving is one truly impactful path to achieving those goals.

In this interactive workshop, Annex Wealth Management’s Dave Spano and WTMJ’s John Mercure will review options you might consider, like Qualified Charitable Distributions, Donor Advised Funds, and Charitable Trusts – and discuss when those strategies might work best for you. Plan on an informative and educational hour!


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