Year In Review

Year In Review: China, The Fed, Tariffs & Inflation

Annex Wealth Management’s Brian Jacobsen and Mark Beck look back at 2025.

Featured

Annex Food Drive 🎁

We would like to thank everyone who participated in our Holiday Food Drive, partnered with Waukesha Food Pantry. Through everyone’s generosity, we were able to collect 729 lbs of donations!

Thank you for helping us make a difference in the community this holiday season! ❄

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What Is The Annex Difference?

Michael Kirk, CFP® talks about what it means to act as a fiduciary, what sets Annex Wealth Management apart, and what you can expect from the first meeting – and beyond.

Upcoming January Events:

Destination: Retirement. Are We There Yet? | BROOKFIELD

Instant Insight: Jobs & The Economic Outlook | WEBINAR

Instant Insight: Inflation Trends | WEBINAR

Destination: Retirement. Are We There Yet? | MEQUON

Navigating The Markets | WEBINAR

And More!

Podcast

Philanthropy and Legacy: Guiding Athletes to Meaningful Impact | Listen to Wealthyist

In this episode of Wealthyist, Annex Team member Anthony Mlachnik and guest Chellee Siewert (President and Founder of Capture Sports & Entertainment) discuss how her firm helps professional athletes, entertainers, and organizations develop authentic philanthropic strategies.

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Money Guilt: Practical Ways To Heal and Deal

Deanne Phillips is here to talk “Money Guilt” – the shame, anxiety, or unease when you spend money or think about spending.

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The Year of the “Iron Jaw” | Macro & Market Musings

A boxer with a glass jaw is easily stunned and knocked down. This year, markets showed an iron jaw: plenty of punches landed, but nothing knocked them out. Despite tariff shocks, a government shutdown, and AI jitters, the S&P 500 (a broad U.S. equity benchmark of large stocks) still finished up ~17% for 2025. Read more from Brian Jacobsen, Chief Economic Strategist at Annex.

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