Week In Review

Strong Data Seems To Hint At More Expansion

This week’s positive PMI and CPI data have some analysts predicting growth for next year. But has inflation been tamed? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

This Week In Events

Year End Tax Planning | Brookfield | Monday

Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill, how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year, and what to do right now, during the months of October and November, the “sweet spot” for year-end tax planning. You’ll also see how running a “mock” tax return now can uncover opportunities to optimize your plan and receive our free guide, “Optimizing Through Change. 2025 Year-End Tax Planning,” at this event.

Instant Insight | Webinar | Wednesday

How to stay informed – but trust your financial plan. In about 15-20 minutes, Instant Insight: The Fed & The Markets will discuss:

• How the Fed’s announcement might affect your retirement plan
• Impacts of the Fed’s announcement on some of your life decisions, like finding a new home
• Your questions while helping you understand what may happen through the rest of the year

What The One Big Beautiful Bill Means For Your Taxes & Retirement | Appleton | Wednesday

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you, your taxes, and your retirement plan. Join us at The Waters in Oshkosh, WI for this interactive workshop.

Watch

Should You Delay Retirement? Here Are Some Reasons You Might Want To

During the pandemic, a lot of people chose to retire early. It sounded good…and you might have a date penciled on the calendar for when you wanted to retire. But then markets got volatile, and you thought waiting a little longer wasn’t a bad idea. That’s ok. We’ve got a list of reasons why it might not be so bad to delay retirement.

Read

Read The Latest “Macro & Market Musings!”

Each week, Dr. Brian Jacobsen shares his brief observations and thoughts on growth, inflation, policy, and looking ahead in the markets.

OBBBA

Continued Information Surrounding The One Big Beautiful Bill Act

The Annex Team continues to research the impacts of The One Big Beautiful Bill Act and share what that means for you. Click the button if you would like to read, listen to, watch, or register for any of the many pieces the Annex Team has put together related The OBBBA.

Pieces include:

• Tax Changes After Passing Of The One Big Beautiful Bill
• Wealthyist: Impacts of the OBBBA on Business Planning Considerations
• Instant Insight: OBBBA & The Senior Deduction

Watch

What’s A Furlough?

What’s a furlough? How does it differ from being fired? The Federal Government shutdown had many asking those questions, and considering what a furlough means to an employer and an employee. Annex Wealth Management’s Tom Parks explains.

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