Week In Review

Earnings Growth Slows, Tariff Deadline Approaches

While there is a marked earnings slow down, it’s not uniform – with plenty of companies still beating expectations. The August 1st tariff deadline approaches – what’s the effect on the US dollar? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

JUST ANNOUNCED: How OBBBA Might Change Your Obamacare

Many Americans are currently on ACA (sometimes known as Obamacare) or planning on using ACA as part of their retirement plan. Congress just passed a spending bill – the OBBBA (or ‘The One Big Beautiful Bill Act’) which could have huge implications for ACA. How will your retirement planning and healthcare planning change? How might your retirement planning and healthcare planning change? Join us for this informative, interactive web event to find out.

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Listen To Wealthyist! The podcast that discusses the lifestyles, choices, and strategies of the wealthy.

Fine Wines And How To Get Started: An Interview With Ben Christiansen From Waterford Wine

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This Week | Instant Insight: The Fed & The Markets

Hear how Annex reacts to the Federal Open Market Committee’s rate decision on July 30th.

In Case You Missed It

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.

Macro & Market Musings: Our Weekly Insights

• Growth: The AI-A-Team
• Inflation: A Time Of Testing
• Policy: Will They, Not Should They
• Looking Ahead: When A Crowd Becomes A Mob

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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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Events