Week In Review
Friday’s jobs report – and revisions of June and July’s data – show slight increases after a negative June. How will the Fed react? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Podcast
Talking Community & Pro Athlete Challenges With Collin Yelich | Wealthyist
Listen to Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
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September Instant Insight
Hear our reactions to breaking news in the markets, presented by Annex Chief Economist Brian Jacobsen.
September 11 | Inflation Trends
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September 17 | The Fed & The Markets
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Watch
Financial Planning For Weddings
The average U.S. wedding cost in 2024 was around $30,000-$35,000. How can you plan for such a large expenditure? Annex Wealth Management’s Deanne Phillips, CFP®, CDFA®, ABFPsm is here to discuss.
OBBBA
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!
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Events
Join us for Navigating The Markets!
Providing information and insight on today’s market and economy, this interactive presentation will give you the opportunity to ask your questions of our Annex Wealth Management experts. Join us in-person at our Mequon, Pfister, or Lake Country offices, or online for the webinar!
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