Week In Review

A Whirlwind Week – How Is Tech Behind It?

Tech stocks have encountered some volatility, earnings season is coming to a close, and the job market is giving mixed messages. Annex Wealth Management’s Brian Jacobsen and Austin Grandinetti discuss.

This Week In Events:

Year End Tax Planning | MEQUON | November 13

Instant Insight: Inflation Trends | WEBINAR | November 13

Navigating The Markets | WEBINAR | November 13

Listen

Women’s Health Trends & Hormone Therapy – An Interview With Dr. Tes Jordens | Wealthyist

In this empowering episode of Wealthyist—the podcast exploring the lifestyles, choices, and strategies of the affluent—host Deanne Phillips (Annex Team member and bodybuilding enthusiast) interviews Dr. Tes Jordens, founder of 1988 Wellness (named for the year U.S. women gained independent access to small business loans), who shares insights on midlife women’s health, debunking myths around menopause, hormone replacement therapy (HRT), and obesity.

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7 Retirement Planning Mistakes You Make In Your 50’s

If you’re in your 50’s you’re hired. You have a new job to add to your other commitments, one that will help you make important decisions about how you’ll spend retirement and the lifestyle you’ll lead there. Your new job: retirement student and (your own) retirement visionary. Consider this your orientation, where you’ll spend time learning about key retirement issues, and making sure you’re ready for your next big adventure.

Watch

Good Health As A Tax Strategy

Staying healthy is important – but did you know it could save you a SHOCKING amount in taxes over your lifetime? Tom Berkholtz, CFP®, EA, ECA is here to discuss.

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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