Week In Review

An Inflation Data Deluge

It was a big week for inflation data with the release of new Consumer Price Index, Producer Price Index, and Import Price Index numbers. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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Ask Us Your Financial Planning Questions!

Do you have questions you want answered by an expert? Submit them to Ask Annex today!

Events

THIS WEEK | Women & Wealth: Women’s Guide to Preparing for the Unexpected

A comprehensive guide to planning and preparing for the unexpected!

We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”

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Good Idea or Bad Idea: 401(k)s As Emergency Funds

Americans are increasingly using 401ks as emergency funds – but is this really a good idea? Annex Wealth Management’s Director of Retirement Plan Services, Tom Parks, AIF®, CRPS® weighs in.

Events

Keep Up To Date With The One Big Beautiful Bill

Our team of experts has spent countless hours reading and deciphering the OBBB, allowing us to provide our commentary straight to you. Check out our page of content to learn more, and to also register for our upcoming OBBB-focused events!

Other Events This Week:

WEBINAR | Instant Insight: OBBBA & Charitable Giving

MEQUON | What The Big Beautiful Bill Means For Your Taxes & Retirement

Get Started With Annex

Events