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.
Comprehensive Wealth Management Should Mean Your 401(k), Too.
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Strength is the Signal, Not Just Noise | Read This Week’s Macro & Market Musings
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In Case You Missed It
ICYMI | Advanced Estate Planning Concepts
Watch the recording of our most recent webinar surrounding more advanced concepts when it comes to estate planning.
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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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Nearing retirement? Make sure you can see the full picture.
Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement.
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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.
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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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Next Week: Spring Forward!
Daylight Savings is next week – don’t forget to set your clocks forward!
