Week In Review
Some recent “winners” – tech, crypto, gold and silver – all took a tumble, but demand for precious metals is likely to stay strong. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth
Join us for this special Women & Wealth event where we’ll be welcoming some influential guests to share their expertise and insights into meaningful giving!
- Gunnar M. Crowell, JD | Senior Advisor, Charitable Estate Planning at the American Heart Association
- Joan Nesbitt | Vice Chancellor for University Advancement at University of Wisconsin – Milwaukee
- Maggie Tate Techtmann, CAWA | Executive Director at Humane Animal Welfare Society
REGISTER →
Featured
2026 Asset Almanac Now Available!
Almanacs are practical guides for daily life that provide information that helps you understand the way the world works. The Annex Asset Almanac has helpful information that might help you understand more about stocks, bonds, inflation, and how the market has moved through recent history. Download today!
DOWNLOAD →
ICYMI: Watch our most recent Instant Insight that walks through the Asset Almanac:
WATCH NOW →
Events
Navigating The Markets with Special Guest Mark Tauscher
“Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join Chief Economic Strategist Brian Jacobsen and special guest Mark Tauscher (yes, that Mark Tauscher) for their discussion – don’t forget to bring your questions!
REGISTER →
Watch a piece of their discussion from our last time having Mark join us for Navigating The Markets:
WATCH NOW →
Listen
The Sell-Side Secret: How Investment Bankers Could Multiply Your Exit | Wealthyist
Listen to this episode of Wealthyist, where guest Steve Spindris of Waypoint Private Capital talks with us about the realities of selling a business.
EXPLORE →
Other Upcoming February Events
Instant Insight: Jobs & The Economic Outlook | WEBINAR | February 11
REGISTER →
Navigating the Markets: 2026 & Beyond | LAKE COUNTRY | February 11
REGISTER →
Single in Retirement: Financial Planning Strategies | BROOKFIELD | February 12
REGISTER →
Instant Insight: Inflation Trends | WEBINAR | February 13
REGISTER →
Get Started With Annex
START →
