Year In Review

Tech Adoption May Spur Big GDP Numbers

Analysts see signs – including “The January Effect” – that we may see big GDP numbers. What drives those lofty predictions, and what does that mean for the Fed? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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Less Crying, More Thriving: Jake Biernbaum on Horses, Humans, and Smart Business | Wealthyist

Jake Biernbaum, renowned horse trainer and founder of Pear Tree Ranch in Ocala, Florida, is known for his large YouTube following and expertise in natural horsemanship. Listen to his conversation with us about Pear Tree Ranch’s origin, training philosophy, business strategy, and more

This Week In Events:

Instant Insight: Inflation Trends | WEBINAR

A thief in your savings? You may have installed many safeguards to protect your money, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money. Join us for Instant Insight: Inflation Trends, a brief, informative webinar where we’ll talk about how the recent inflation numbers affect you.

Destination: Retirement. Are We There Yet? | MEQUON

Do you know your route – and your obstacles – to retirement? In this interactive workshop, you’ll receive important retirement resources to help you plan your retirement plus a complimentary personal portfolio review and framework for a financial plan that will help you answer the important questions.

Navigating The Markets | WEBINAR

Join Annex Wealth Management’s Brian Jacobsen and special guest Mark Tauscher for this interactive presentation focused on providing information and insight on today’s market and economy.

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Investing: Accumulation Vs. Alignment

Today we’re talking about something that often gets overlooked in investing: the difference between accumulation—simply building a bigger pile of money—and alignment—making sure your money is working in a direction that actually fits your life. To help us break down how investors can think beyond just growth, we’re joined by Anthony Mlachnik, MBA, CIMA®, BFA.

Events

Selling A Business: Where To Start | WEBINAR

If you’re about to or considering selling your business, you’re likely experiencing a flood of questions and new priorities. Join members of the Annex Team and WTMJ’s Steve Scaffidi for our informational webinar on Tuesday, January 20th!

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Ending With A Thud. Starting With A Bang. | Macro & Market Musings

Get Started With Annex