Week In Review
NVidia reported revenues of nearly $70B – but shares of the company dipped, taking some prices in the tech sector lower, too. Why was the market uninspired? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
Financial planning isn’t one-size-fits-all — it changes as your life changes. Whether you’re launching your career, building a family, nearing retirement, or enjoying your golden years, this comprehensive workbook from Annex Wealth Management provides step-by-step checklists to help you make smart decisions and plan towards your goals. Download our Roadmap TODAY!
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Events
THIS WEEK | Moving In Retirement | BROOKFIELD
Join us at our Brookfield Headquarters for a lively, interactive workshop where we will discuss what many are considering: moving in retirement! As you make your decision, we’ll give you several key points to consider before you make your move; factors to consider such as cost of living adjustments and hidden taxes, and why you should know the difference between residence and domicile.
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Strength is the Signal, Not Just Noise | Read This Week’s Macro & Market Musings
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How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses | Wealthyist
In this episode of Wealthyist, Deanne Phillips, Managing Director of Client and Community Engagement at Annex Wealth Management, interviews Dr. Suzanne Gehl, board-certified family physician, former WAFP president, and owner of a solo Direct Primary Care practice in Hartford, Wisconsin. Dr. Gehl explains Direct Primary Care (DPC) as a membership-based model that provides unlimited access to a personal physician without insurance billing for primary care. Listen to their discussion on Wealthyist!
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Download the 2026 Asset Almanac
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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Radio
Listen To Us 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.
Next Week: Spring Forward!
Daylight Savings is next week – don’t forget to set your clocks forward!
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