Week In Review

Earnings Reports, A McRecession, & Rate Cuts

Annex Wealth Managent’s Dave Spano and Brian Jacobsen discuss the possible rate cuts in June, new fed pressures, earnings reports, and a McRecession.

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Spring Cleaning: Declutter Your Portfolio | Part 2

Annex Wealth Management’s Matthew Morzy, CFP® and Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE continue the conversation in Part 2 of Declutter Your Portfolio. This time they focus on evaluating performance, consolidating when necessary, and how to avoid letting emotions derail your overall plan.

This Week In Events:

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

BROOKFIELD | Moving In Retirement

WEBINAR | Instant Insight

MEQUON | Navigating The Markets

LAKE COUNTRY | Navigating The Markets

WEBINAR | Navigating The Markets

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Wealth Prompt: What To Ask An Advisor

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Macro & Market Musings

Read Macro & Market Musings, weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets. Check our events page for Brian’s next live event.

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