Week In Review

Markets Show Concern On Length Of Conflict

The US released around 20 days worth of supply from its strategic oil reserves, but the markets yawned – perhaps because they’re not sure how long the conflict will take. Add a private credit concern, and then throw in a great earnings season, and Annex Wealth Management’s Dave Spano and Brian Jacobsen have lots to discuss.

Events

Leverage Your Health As Your Greatest Wealth | WOMEN & WEALTH | March 18

Your health plays a powerful role in your financial well-being and long-term independence. This interactive 3-hour workshop brings together community members and trusted professionals to explore how healthy choices today can support aging in place, reduce future costs, and enhance quality of life. Through expert-led discussions and interactive exhibits, you’ll gain practical insights into staying healthy, financially prepared, and sustaining independence – on your terms – for years to come.

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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.

Events

One Big Beautiful 2026 Tax Reality Check | BROOKFIELD | March 24

Last year, Annex hosted a number of educational events on how the One Big Beautiful Bill Act might impact tax law and your planning. Those changes are now in effect.

In this impactful 45-minute session, Annex Wealth Management Director of Financial Planning, Eric Strom and Financial Planning Specialist, Arabella Parins, will review the changes you may experience as you plan for 2026 and beyond.

Be ready to ask questions, refine your strategies, and learn about new opportunities for your tax plan.

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One Big Beautiful Bill Act Planning Tactics | Download Today!

HR 1 – better known as the “One Big Beautiful Bill Act” – made permanent some provisions of the Tax Cuts and Jobs Act, passed in 2018. But OBBBA also brought new change to some key areas of tax planning. We’ve prepared a comprehensive summary of some tactics you might consider adding to your tax plan. Created by the team at Annex Wealth Management, this educational resource gives you straightforward, up-to-date information so you can approach tax season with confidence and turn your 2025 return into a powerful planning tool. No sales pitch. Just practical tax strategies you can use right away.

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Tax Return Review Guide

Filing your 2025 taxes by April 15, 2026 isn’t just a deadline — it’s an excellent opportunity to review what worked, spot missed savings, and lock in powerful strategies that carry forward.

Download our Tax Return Review Guide today and get clear, actionable insights designed specifically for your 2025 return and the year ahead.

Watch

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.

Events

Instant Insight: The Fed & the Markets | WEBINAR

Join us for Instant Insight: The Fed & The Markets, a brief, informative webinar where we’ll explain how the upcoming Fed’s announcement might affect you.

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Private Markets & Diversified Portfolios | Listen To Wealthyist

Listen to our conversation surrounding private investments and their role in a diversified portfolio, and the nuances of private markets and their relevance for high-net-worth individuals.

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