Week In Review
Small caps rallied while large caps suffered, followed by a ‘tech wreck.’ Annex Wealth Management’s Brian Jacobsen is here to discuss.
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Quarterly Performance Reviews Are Posted!
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This Week
Coverage & Conversation From The RNC
Enjoy our behind-the-scenes coverage and conversations during the Republican National Convention!
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This Week
Election Impact on 2025: Taxes, Markets, and the Economy
Join Dave Spano, Brian Jacobsen, and WISN’s Dan O’Donnell where they discuss how the results of the 2024 election could affect you, the taxes you’ll pay, and your investments.
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Annex University: Estate Planning Basics
Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts.
What we’ll cover:
- Discussion of the various documents that are key elements of every estate plan
- Reasons you should do estate planning
- Lifetime planning and asset distribution planning at death
- Should I avoid probate and if so, how
- How do beneficiary designations and asset titling impact an estate plan
- Who should I name as fiduciaries
- How to communicate with family about your estate plan.
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Upcoming Workshops
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