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Week In Review

Markets Trying To Understand What’s Next

Two types of tariffs, future negotiations, uncertainties, have all contributed to market volatility. Some experts aren’t sure if immediate inflation caused by tariffs will lead to persistent inflation. It can make some investors uneasy. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Poll

How Did You Fare in the Retirement Transition Game?

Retirement’s a big shift—some glide into it like pros, others stumble a bit. Tell us how it went for you!

How tricky was it to switch from work mode to retirement mode?*
- Tougher than I expected—I’m still figuring it out.
- A little bumpy, but I got the hang of it.
- Smooth as butter—I was born for this!
- Help! I’m lost without a 9-to-5!
How long did it take you to feel “at home” in retirement?*
- A few months—had to dust off some hobbies first.
- Day 1—I popped the champagne and never looked back.
- Still counting the days—I miss my old routine.
- A year or two—turns out I’m not great at relaxing.
Any retirement regrets you’d confess over coffee?*
- I wish I’d planned more fun stuff sooner.
- Nope—I’m living my best life.
- Should’ve ditched the alarm clock faster.
- I regret not retiring earlier—what was I waiting for?
What surprised you most about retirement life?*
- How much I love doing absolutely nothing.
- I actually miss my annoying coworkers (a little).
- Turns out I’m terrible at keeping a schedule-free day.
- All this free time—and I still can’t find my keys!
Who (or what) helped you adjust the most?*
- Trial and error—I’m still learning on the job!
- A new hobby—it gave me purpose.
- My spouse—they dragged me into retirement bliss.
- My pet—best retirement coach ever.
Bonus: What’s your retirement MVP (Most Valuable Part)?*
e.g., “Naps,” “Grandkids,” “Golf”
Age Range*
- 18 - 29
- 30 - 39
- 40 - 49
- 50 - 59
- 60 - 69
- Over 70

Featured

Read Macro & Market Musings!

Each week, Annex Wealth Management’s Chief Economist shares his observations and insights about the markets and the economy. Check out Macro & Market Musings on the Annex blog, posted weekly!

This Week In Events:

Are You Smarter Than A 6th Grader? Financial Literacy Series | WEBINAR

Navigating The Markets | WEBINAR & IN-PERSON

Instant Insight: Inflation Trends | WEBINAR

Are Annuities Worth It? | BROOKFIELD

Tariffs: How They Could Affect Your Portfolio | WEBINAR

Watch

401(k) Use Hits New High

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