Special Edition

Money Talk: Election Edition

On this special edition of the Money Talk: Annex Wealth Management Show, we’re reviewing how your investment, retirement, tax & estate planning could be affected by election results. Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE chatted with Eric Strom, CFP®, EA, Arabella Parins, CFP®, Matthew Morzy, CFP®, and Amy Kiiskila, JD, CFP®, CPA, CLU®.

Events

TUESDAY | Politics, Planning, & Portfolios: An Election Impact Review

Join us at the Elm Grove Woman’s Club on Tuesday, November 12th for our post-election presentation covering the election results and how it will affect your financial plan and portfolio. We hope to see you there!

Graphonomics

Graphonomics Volume 18: Available NOW!

Growth: Where’s The Beef? | Inflation: Under Pressure? | Policy: Complicity.

In Case You Missed It

Instant Insight: Election Results

Annex CEO Dave Spano and Chief Economist Brian Jacobsen stepped in front of the camera last week to discuss the results of the election. Click the button to listen to their conversation.

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Are Roth 401(k)s The Only Way To Go? | Single Cash Positions

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Choosing A President: Potential Impacts On Your Financial Plan

A look at how election years have impacted the markets, the economy, and financial planning through modern U.S. History. Download today!

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Events