Week In Review
The restriction of oil leaving the Straits of Hormuz has a bigger impact on China than the US. How long will the conflict go and will rising oil prices impact inflation? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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NEW SHOW ALERT | Listen to The Women & Wealth Show from Annex Wealth Management
Tune into 1130 WISN at 2 PM CT (or on demand anywhere you get your podcasts) to listen to our newest radio show! We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices can help you shape your future.
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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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THIS WEEK IN EVENTS
Saving The Family Cottage | APPLETON
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Instant Insight: Inflation Trends | WEBINAR
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Navigating The Markets | WEBINAR
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Want Your Tax Refund On Time? New IRS Requirements You Need To Know
The IRS has announced new rules that could delay refunds for taxpayers who don’t provide direct deposit information. Under these changes, refunds may be temporarily frozen when bank details are missing or invalid, and the IRS will send notices telling taxpayers to update their information before funds are released. So, if you want your refund to be on-time (and most people do), these new requirements are key to avoiding unnecessary delays.
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Resist The Urge To React | Read Macro & Market Musings
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Redefining Luxury: From Bling to Meaningful Moments – The New Era of Wealthy Travel | Wealthyist
No longer about the most extravagant, showy accommodations or vehicles to “make a statement,” today’s affluent travelers prioritize exceptional service, bespoke and unique itineraries, quality over quantity, and low-key, private experiences. Listen to our conversation with Rose Gray from Fox World Travel on Wealthyist!
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