Week In Review
2026 shows signs of looking like past mid-term election economies. What does that mean, and how should you calibrate your expectations? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Radio
Tune Into Annex On The Radio!
Listen to one (or more!) of our FIVE different radio shows on four different stations. Each week Annex team members share their expertise in areas related to wealth management, as well as comment on trends we’re seeing on a daily basis.
Read
Hindsight is Better Than 20/20 | Read This Week’s Macro & Market Musings
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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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🐾 Support Our Furry Friends!
In conjunction with this special Women & Wealth event, Annex is partnering with the Humane Animal Welfare Society (HAWS) by hosting a drive to collect items that will help support the care of our four-legged friends. Items will be collected at Annex Headquarters in Brookfield now through Thursday, February 19th.
There will also be a puppy photo opportunity on Thursday at 5:15 prior to the start of the event!
Below is the Current Needs Wish List provided by HAWS:
For our Cats 🐈:
- Canned cat food (including grain-free and pâté)
- Hard cat treats (Temptations—our shelter cats love chicken! 😸)
- Wet cat treats (e.g., Temptations, Churu, Whole Hearted)
- Cat litter
- Feliway calming cat wipes
- Kitten formula (KMR)
For our Dogs 🐶:
- Wet dog food (including grain-free)
- High-value soft dog treats (e.g., Blue Buffalo, Buddy Trainers, Hill’s, Rachael Ray, Zuke’s)
- Soft jerky treats (e.g., Blue Buffalo Nudges, True Chews, Full Moon, Newman’s Own, Simply Nourish)
- Freeze-dried dog treats
For the Shelter 🏚:
- Liquid antimicrobial hand soap
- Hand sanitizer
- Distilled water
Please consider donating to the HAWS cause!
Download
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!
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Events
Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NAPLES | March 5
Your most meaningful assets often aren’t the ones listed on a beneficiary form. They’re the items that tell your story — the art you’ve collected, the jewelry you’ve loved, the wine or sports card collection you curated, even the cherished heirlooms tucked into your china cabinet. And yes, even your pets. Yet these “passion assets” are frequently the most overlooked in estate and transition planning. Join us at Naples Bay Resort & Marina for this intimate, interactive presentation.
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Listen
Biohealth Boom, I-94 Dreams, and the Next Great Wealth Transfer | Listen To Wealthyist
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Watch
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.
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