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.
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Family Caregivers: Don’t Miss Out On Important Tax Benefits
Deanne Phillips, CFP®, CDFA®, ABFPsm helps shed light on how thoughtful financial planning can ease the burden of caregiving and uncover potential tax advantages.
This Week In Events:
Estate Planning with Wills, Trusts and Beyond | APPLETON | January 26
Join us at Bubolz Nature Preserve for a practical overview of trusts and estate planning strategies designed to protect your assets and beneficiaries.
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Instant Insight: The Fed & The Markets | WEBINAR | January 28
This installment of Instant Insight will discuss how the upcoming Fed announcement might affect your retirement plan or impact some of your life decisions, and answer your questions on what might happen throughout 2026.
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How Much Money Would You Need To Feel Wealthy?
In Schwab’s latest survey, Americans say about $2.3 million makes them feel wealthy. But wealth isn’t just about money – so let’s explore what that really means.
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Credit Card Caps? | Listen to the SWOT Podcast!
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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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