Week In Review

Tech Backs Off; But The Broader Market Sparks

Tech floundered when some growth did not hit expectations. Outside of the Tech sector, it appears we’re seeing growth broadening – which may lead to a stronger economy. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

As 2025 comes to a close, we want to extend our gratitude for the opportunity to connect with you this year. The new year brings fresh opportunities, and we’re excited about the possibility of supporting your goals in 2026!

Top Hits Of 2025

As we reflect back on the many topics discussed by the Annex Team in 2025, these were some of your favorites:

What The Social Security Fairness Act Means For You | January

As we reflect back on the many topics discussed by the Annex Team in 2025, these were some of your favorites:

Events

A Holiday-Themed Women & Wealth | Women, Wealth & Investing With Confidence | December 18 @ 6 PM CT

Empower yourself with the knowledge and skills to take control of your financial future in our “Investing with Confidence” workshop. This session is designed to address the unique challenges and opportunities women face in the world of investing.

Watch

Thinking About Paying Off Your Child’s Student Loans? Things To Consider First

We’re talking about something that hits home for a lot of families — student loans, and what happens when parents want to step in to help. There are financial, emotional, and even tax implications to think through. Deanne Phillips, CFP®, CDFA®, ABFPsm is here to talk about some of the smart ways families can approach this.

Looking Ahead

Events In The New Year

While preparing for the holidays might be taking up most of our thoughts and time, it’s not too early to also look ahead at our upcoming January events! Visit our website to see what’s coming up in 2026.

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