Week In Review

Nvidia Shows No Signs Of Slowing

Even as Google entered the AI arena, Nvidia still shows strong earnings and forecasts. Despite tech’s strength, consumer confidence is lower. Will the Fed cut rates? Annex Wealth Management’s Dave Spano & Brian Jacobsen discuss.

December Events:

Instant Insight: Analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

Jobs & The Economic Outlook | WEBINAR | December 5 @ 9 AM CT

Inflation Trends | WEBINAR | December 10 @ 9 AM CT

The Fed & the Markets | WEBINAR | December 10 @ 3 PM CT

Navigating The Markets | WEBINAR | December 11 @ 12 PM CT

Women, Wealth & Investing With Confidence | WOMEN & WEALTH | December 18 @ 6 PM CT

Watch

Time To Rethink The 4% Rule?

The “4% rule” is an often-cited rule of thumb for how much retirees should withdraw from their retirement savings each year to ensure their savings last. However, in the decades since the strategy was created, retirement planning has changed.

Things To Prepare For Before Retirement

The first year after leaving work is full of change, and it helps to know what to expect. Annex Wealth Management’s Mike Kirk covers key things to get you ready — from sorting your budget and Social Security strategy, to protecting your loved ones and adjusting to life without the 9-to-5.

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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