Week In Review
President Trump announced his selection for Fed Chair. How will his experience and outlook affect Fed Reserve decisions, including its use of the balance sheet? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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Money & Family: Expert Tips For Awkward Conversations
Talking about money with family can be tricky, even when everyone has the best intentions. Deanne Phillips, CFP®, CDFA®, ABFPsm discusses strategies to navigate family money talks calmly and effectively.
This Week In Events:
Instant Insight: Jobs & The Economic Outlook
Your retirement goals matter. Join us for Instant Insight: Jobs & the Economic Outlook, a brief, informative webinar where we’ll explain how the most recent jobs reports might affect you.
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How Do Donor Advised Funds (DAFs) Work?
Donor-advised funds are getting a lot of attention. They’re flexible, tax-smart, and can make a big difference in how you plan your giving. Gregory Vidmar, CFP® breaks down what they are, why they matter, and how they can fit into your year-end strategy.
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When Slowing and Growing Don’t Mix | Read This Week’s Macro & Market Musings
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Events
APPLETON | Saving the Family Farm | Tuesday, February 10
It’s been in your family for generations. Today, your family must face the fact that the family’s farm can’t continue like it once did. If you’re considering a family farm transaction but unsure where to start, or if you’re moving ahead with a sale and have questions about prioritizing details, join us as we discuss the realities and decisions you’ll face – and the potential for a smooth transition.
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