Week 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.
Events
THIS WEEK | 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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Featured
Perspectives, Policies, & Positioning Recording Available
If you missed us, you’re in luck! And if you were able to join, you can watch it again! Watch the recording of “Perspectives, Policies, & Positioning” now.
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Read the Quarterly Investment Outlook that pairs with the recording:
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Events
PFISTER | Navigating the Markets 2026 & Beyond | January 21
What makes 2026 different – and what it means for your plan.
Mid-term elections. AI. A new Fed Chair. 2026 may have unique headwinds and milestones, but how much will your plan need to change to accommodate them? Annex Wealth Management’s Dave Spano and Brian Jacobsen will review key data points and adjustments you should consider when updating your financial 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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Watch
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.
Listen
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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Read Macro & Market Musings! Each week Annex Wealth Management’s Dr. Brian Jacobsen shares his brief observations on the markets and economy.
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