Week In Review

The US Political Divide & Consumer Sentiment

Annex Wealth Management’s Brian Jacobsen talks volatility, consumer sentiment, retail reports, & the wealth effect.

Passion Assets

Planning For & Understanding The Value Of Passion Assets

A car collection. Art collection. Wine collection. Along the way in the thing called life, we collect things that have value that aren’t necessarily in the category of investments like stocks, bonds, mutual funds, property, etc. They are Passion Assets. It can be complicated—unless you’re working with a team who understands them.

Women & Wealth | An Evening Of Passion Assets & Wine Tasting

Come to our Brookfield Headquarters for this workshop focusing on passion assets and giving ideas on divesting ourselves of our beloved objects in a manner that we can handle. Join speakers from Annex Wealth Management as they present on this informational topic along with a wine tasting hosted by a local sommelier.

Ask Annex

“How Do I Avoid Bumpy Markets During Retirement?”

In Case You Missed It

Tariffs: How They Could Affect Portfolios

Listen to Annex CEO Dave Spano and Chief Economist discuss with WTMJ’s Steve Scaffidi what tariffs are, how are they implemented, what sectors of the economy could benefit if they’re put in place, and more.

This Week In Events:

NAPLES | Navigating The Markets

Instant Insight: The Fed & The Markets

Graphonomics

Download Today: Graphonomics 22!

In this edition: Dimensions Of Diversification. Download yours today!

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