Week In Review

Fed May Wait Until September

President Trump got Congress to meet deadlines – the Big Beautiful Bill passed. The Fed does not seem to be as predictable with its actions. Will the Fed lower rates in July? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

What The Big Beautiful Bill Means For Your Taxes & Retirement

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving.

In our first webinar, we answered your questions and touched on many of the upcoming changes you might experience. We’ll revisit some key points from our first presentation, talk through the questions we’ve received, and field your concerns.

Missed the first webinar on the OBBB? You can view it on our website!

Watch

Wealth Prompt: Model Portfolios

Across the industry, advisors, broker/dealers and asset managers each have their own reason for using model portfolios. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the benefits and disadvantages, and why it may be good to view them as a starting point, but not an ending point for your portfolio.

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Read The Annex Investment Lexicon

Brush up on your investment vocabulary! The Annex Investment Lexicon will help you understand more technical terminology and build confidence when it comes to investing.

Get Started With Annex

Events