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
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Featured
2026 Asset Almanac Now Available!
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ICYMI: Watch our most recent Instant Insight that walks through the Asset Almanac:
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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!
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Watch a piece of their discussion from our last time having Mark join us for Navigating The Markets:
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Client-Exclusive Webinars This Month:
Digital Armor: Strategies for Online Fraud Protection | February 11
This program provides strategies for safeguarding your online activities and identity. It covers best practices for creating secure online environments, recognizing and responding to social engineering attempts and effective strategies to protect your digital presence.
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Advanced Estate Planning | February 18
Because we know how complex Estate Planning can be, we’re inviting you to a workshop on some Advanced Estate Planning Concepts.
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Navigating the Markets: 2026 & Beyond | LAKE COUNTRY | February 11
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 Director of Equity Research, Jason Cooper, CFA®, and Wealth Advisor, Austin Grandinetti, CFP®, will review key data points and adjustments you should consider when updating your financial plan.
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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.
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Read
Marching to the beat of a different drummer | Read This Week’s Macro & Market Musings
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