Week In Review
Saying farewell to President Jimmy Carter can cause some to recall the challenges our country faced in the 70’s – and the challenges faced by Fed Chairman Paul Volcker. Today’s Fed seems driven to avoid the mistakes of that era. What does that mean for interest rates in 2025? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Update
What The Social Security Fairness Act Means For You
The Social Security Fairness Act has been signed into law, affecting nearly 3 million people. What does that mean?
Just For Clients
Available Now: Quarterly Investment Outlook
Read our look back on the end of 2024 and view into the new year, brought to you by the Annex Investment Team.
READ QIO →
Dave Spano & Brian Jacobsen also provide their commentary in this video:
WATCH QIO VIDEO →
Coming Up From Annex University
TUESDAY | Medicare Basics
Join our webinar as we help you understand the various aspects to this milestone.
REGISTER →
Watch
Distribution Planning In Retirement
Podcast
SWOT Podcast
Want to hear more from our team? Check out our SWOT podcast! Members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats they see in the markets and economy.
EXPLORE →
Just For Clients
Don’t Keep Annex A Secret!
Do you have friends or loved ones seeking financial help and guidance? Tell them about Annex Wealth Management. We care about our clients and those who are close to them.
Share this video where Mark Beck, Annex Chief Growth Officer, describes how Annex meets you where you are in any situation:
