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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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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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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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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Comprehensive Wealth Management Should Mean Your 401(k), Too.
Contact your Wealth Manager for details.
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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.
This Week In Events
Instant Insight: Inflation Trends | WEBINAR
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Navigating The Markets | WEBINAR
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