Week In Review

A New Tech Bubble? This Looks Different

Nvidia raced to a massive valuation, and Amazon earnings attracted attention. Are we looking at a new tech bubble? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

TUESDAY | Destination: Retirement. Are We There Yet? | BROOKFIELD

Do you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together? Join us on Tuesday at our Brookfield Headquarters to learn how comprehensive financial planning can help pull your retirement goals together.

Listen

Private Markets & Diversified Portfolios |  Wealthyist: The podcast that discusses the lifestyles, choices, and strategies of the wealthy.

In this episode, Annex Team Members Anthony Mlachnik and Brian Jacobsen focus on private investments and their role in a diversified portfolio.

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Retirement Changes: What You Need To Know

Strategies and plans for 401(k)s and IRAs keep changing – from delaying when you must pull money out, to giving more flexibility in how you save. Tom Parks, AIF®, CRPS® is here to discuss a few of the tweaks – like mandatory Roth conversions for higher earners, employer matching on student loans, rolling 529s into Roths — and help you figure out which ones you need to act on now.

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Think Twice Before Selling Assets In Retirement

Retirement is a catalyst for many important financial decisions – many of which require immediate action upon retirement. On the other hand, it may benefit you to wait and take your time when it comes to selling assets in retirement.

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

Read

Optimizing Through Change. 2025 Year-End Tax Planning.

Have you downloaded your copy yet? Find out what tax strategies might help you optimize your plan.

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