Year In Review
The market rotation to the Russell 2000 – even though 40% of the index is currently not profitable – may indicate that the markets and investors are optimistic about the broader economy. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
This Week In Events:
Selling A Business: Where To Start | WEBINAR | January 20
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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The Art of Giving: Tax-Savvy Strategies for Greater Impact | NAPLES | January 20
Discover how to maximize both your charitable impact and your tax efficiency under the new One Big Beautiful Bill Act. This session explores forward-thinking financial planning and tax strategies designed to help you make the most of evolving charitable provisions.
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Navigating the Markets 2026 & Beyond | PFISTER | January 21
What makes 2026 different – and what it means for your plan.
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Women, Wealth & Wisdom: 2026 Love & Lies Unveiled | MEQUON | January 22
Join us for this educational event where we will enjoy wine and charcuterie! In the rapidly evolving digital landscape, scams are becoming more sophisticated and harder to detect, posing a significant threat in online interactions. This empowerment program is designed to equip you with the knowledge and tools necessary to identify and protect yourself against the latest scams.
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How Does The US Federal Gift Tax Work?
Suzy Lopez, CFP® is here to talk about the US Federal Gift Tax – what counts as a “gift,” how much you can give without filing paperwork, and the tax rates that kick in when you go beyond those limits.
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The Real Psychology of Wealthy Home Design | Wealthyist
Listen to this episode of Wealthyist where we talk to Anna Franklin, Founder & Creative Director of Stone House Collective, a full-service interior design firm serving Wisconsin and beyond.
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Solo Aging
The “solo aging” trend is reshaping not just lifestyle decisions but also financial, legal, housing, and health-care planning. Financial Planning Specialist, Arabella Parins, CFP® is here to discuss.
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