Week In Review
Earnings season has begun, and while it appears growth is underperforming Q1, it remains positive – and seems to be showing signs of continuing. Annex Wealth Management’s Brian Jacobsen & Danny Clayton discuss.
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Annex Team: Meet Anthony Mlachnik, MBA, CIMA®, BFA
We’d like to introduce the newest member of the Annex Private Client Team, Anthony Mlachnik, MBA, CIMA®, BFA! Hear from Anthony in an Annex-exclusive interview, where he shares his perspective on retirement planning as someone with both decades of experience – and the fresh eyes of a brand-new teammate:
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READ | Tax Changes After Passing Of The One Big Beautiful Bill.
This piece includes a summary and history of The OBBB as well as an outline of changes made, particularly when it comes to taxes.
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LISTEN | Wealthyist: The “One Big Beautiful Bill” – What Changed? What Didn’t?
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WATCH | The Big Beautiful Bill: Impact On Your Taxes & Retirement
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WATCH | The One Big Beautiful Bill: What Business Owners Need to Know
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REGISTER | WEBINAR THIS WEEK | 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.
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Diving into the complex world of taxes – and the danger of myths that not only misinform but send people off in the wrong direction. Sometimes for years. To help us clear things up, we’re joined by Matt Kulakow, CPA, Manager of Tax Planning at Annex Wealth Management.
Events
Destination: Retirement, Are We There Yet? | Brookfield
Do you know your route – and your obstacles – to retirement? Join us at our Brookfield Headquarters on Tuesday, July 22nd for this interactive workshop with members of the Annex team, where you’ll learn how comprehensive financial planning pulls your goals together.
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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.
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