Week In Review
A pro-growth economy. An all-time high. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss President Trump’s first week back in office and his promises on tariffs, immigration, interest rates, and more.
Just For Clients
Where Are My Tax Documents?
It’s 2025, and tax prep is in full swing! Your custodian will gather all the required data from all fund companies and create your 1099 statements. A 1099 statement is generated if you have one of the following: sales proceeds in a non-qualified account, or a distribution from a qualified account (IRA). For more information, please visit the Client Center of the Annex website.
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Events
THIS WEEK | 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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Watch
Business Sales & Transitions
Just For Clients
Your Quarterly Performance Reports Are Available!
Log into your BlackDiamond account to view your statement.
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Team
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.
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Ask Annex
Bitcoin Vs. Old-Fashioned Equities
