Week In Review
Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss the two big pieces of news that we’re watching – the Israel/Iran conflict and the Fed’s next move.
Events
THURSDAY | 7 Reasons Cash Isn’t A Great Long-Term Investment
Recent data show that investors are holding record amounts of money in cash funds. If you are among those holding money in cash – or considering making that move – join us for this informative, interactive event. We’ll discuss from a planning perspective how cash serves your goals in some areas, but may not be the best long-term investment.
Please, bring your questions and come seeking answers and join us for “7 Reasons Cash Isn’t A Great Long-Term Investment.”
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Podcast
You Think You Know About LLCs, But…
In this episode of the Wealthyist podcast, hosts Brian Lambourne and Alec Durand discuss the common misconception that forming an LLC is primarily for tax benefits. They clarify that the primary purpose of an LLC (Limited Liability Company) or corporation is to limit liability for business owners, not to provide tax advantages.
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Watch
Financial Jargon Explained | Part 1
Has this ever happened? You have a question. Someone has an answer. But as they go on, they start slipping into jargon. Jargon is a specialized language or terminology. It’s often difficult for outsiders to understand. It allows insiders to communicate efficiently but might lose the rest of us.
Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Matthew Morzy, CFP® are well-versed in jargon and are here to help us navigate phrases you might hear, but not follow.
Ask Annex!
Do you have a financial question you’d like answered? Submit it to us and we’ll address it in our Ask Annex segment.
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Events
JULY WEBINAR | Understand Your WRS Pension Potential
Join us for the summer edition of our Wisconsin Retirement System-focused webinar. Annex Wealth Management’s Director of Financial Planning, Eric Strom, CFP®, EA and Senior Financial Planner, Tom Berkholtz, CFP®, EA, ECA will discuss how to look at your statement, and go through several case studies that may help relieve concerns and answer your questions.
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