Week In Review
Two key inflation numbers were reported this week. CPI increases were driven by higher energy costs, but the markets liked what they saw. Annex Wealth Management’s Brian Jacobsen and Danny Clayton discuss.
Events
WTMJ Webinar | Selling A Business: Where To Start
If you’re about to or considering selling your business, you’re likely experiencing a flood of questions and new priorities. Join members of the Annex Team and WTMJ’s John Mercure for this informative webinar where they address those questions.
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WEBINAR | Annex University: Social Security Basics
Navigating the labyrinth of Social Security information can be daunting. As your financial planning firm, we know this can be difficult. Because we know how complex Social Security can be, we are inviting you to a workshop on some general Social Security concepts.
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Watch
How To Protect Your Business With Key Person Insurance
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 →
Download
Safeguarding Your Wealth: Inflation Isn’t Dead Yet
Inflation is personal. Read Annex Wealth Management’s thoughts on how to safeguard your assets from higher rates and how to understand what you hear from the Fed.
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Learn
Get Annex Education On Demand!
Visit the Client Center to view on-demand recordings of common topics, from Estate Planning Basics to Understanding 529 Plans, and more!
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