Week In Review
Chairman Powell used a term he hadn’t used in a few years to describe inflation – “Transitory.” Why would he use it again, and how is the economy different now than it was the first time the term was used? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Featured
Early 2025 Volatility
Emotion and investing aren’t great partners, especially when the market is volatile. We like when things go up. Some might be fine stomaching a 20% pullback – but others have trouble with a 6% dip. We understand that. Annex Wealth Management’s Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director Of Research, Matthew Morzy, CFP® are here to discuss.
New
Introducing The Annex Asset Almanac!
Read a story of aligning portfolios to a financial plan and risk tolerance through the tools of diversification and patience.
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Events
Annex University: Long-Term Care Basics
This webinar takes an introductory look at the types of long-term care settings and costs associated with them and breaks down different options for covering those costs. We will look at some different types of coverage and their pros and cons as well as common conditions that cause a long term care application to be declined.
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Watch
Short Selling: How Does It Work?
Short selling is guesswork, with a lot more losses than wins.
Learn
Does The Corporate Transparency Act Apply To You?
Read our article regarding the status of the Corporate Transparency Act.
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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:
