Year In Review
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! ❄
Watch
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
REGISTER →
Instant Insight: Jobs & The Economic Outlook | WEBINAR
REGISTER →
Instant Insight: Inflation Trends | WEBINAR
REGISTER →
Destination: Retirement. Are We There Yet? | MEQUON
REGISTER →
Navigating The Markets | WEBINAR
REGISTER →
And More!
EXPLORE →
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.
EXPLORE →
Watch
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.
Read
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.
EXPLORE →
Get Started With Annex
START →
