Week In Review
Amid Uncomfortable Geopolitics, The US Remains The Oasis
Heading into 2025, the US is still dealing with inflation, but seeing growth, expecting M&A, and a continuation of the easing fed. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
A New Year’s Message From Our President:
“As we approach 2025, we want to take a moment to reflect on our shared journey and look forward to the opportunities ahead. At Annex Wealth Management, our mission remains consistent – to support you and your family in achieving your financial goals with thought leadership, transparency, and a holistic service model tailored to meet you where you are on your financial journey. In the coming year, we are committed to continuing to deliver insights that empower you to make informed decisions, adapting to your unique needs, and ensuring that every interaction reflects our dedication to your success. Whether you’re planning for the future, navigating life’s events, or simply seeking clarity in a complex world, we are here for you every step of the way. Thank you for placing your trust in us. We look forward to growing together in 2025 and beyond.”
– Jeff Pierce, President & Chief Operating Officer
Annex Top Hits
We’d like to take a look back and see what you liked the most in 2024! Excluding our Week In Review segments, here are the videos that made the most impact this past year:
1. Inheriting Money: The Do’s & Don’ts
2. 6 Things You Might Not Want To Inherit
3. Have You Considered Part-Time Retirement?
4. Reimagining Retirement: Why Turning 65 Isn’t What It Used To Be
5. The Psychology of Spending In Retirement
6. An Annex Wealth Management Client Testimonial – Anne & Brad
7. Understanding Spousal Social Security Benefits
Events
Check out what client education events we have planned at the start of the year!
EXPLORE →
