Week In Review
The Trump Administration seems to be working back channels and traditional communications to end the conflict in Iran. But as the event lingers, markets – and economic expectations – have begun to change. Will an extended conflict impact monetary policy? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
This Week | Instant Insight: Jobs & The Economic Outlook | WEBINAR
Join Dr. Brian Jacobsen on Friday as he reacts to the U.S. Bureau of Labor Statistics’ Employment Situation update, shared only minutes before! Find out how the announcement may impact you, your investments, and your lifestyle. This interactive webinar will give you the opportunity to ask your questions!
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Listen
Talking Community & Pro Athlete Challenges With Collin Yelich | Listen To Wealthyist
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Read
It Ain’t Over Till It’s Over | Read Macro & Market Musings
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Events
Just Announced: Understand Your WRS Pension Potential | WEBINAR
If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan.
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Watch
Whose Name Goes First On A Joint Tax Return?
We’re diving into a small but fascinating detail hidden inside nearly every married couple’s tax return: who gets listed as the “taxpayer” and who is labeled the “spouse.” While the choice doesn’t affect the amount of tax a couple pays, it does reveal a surprising amount about cultural expectations, financial dynamics, and how those patterns are slowly evolving. Arabella Parins, CFP®, CPA and Rebecca Posig, CFP® take a closer look at what the data shows, why it matters, and how it reflects the changing role of women in financial decision making.
Comprehensive Wealth Management Should Mean Your 401(k), Too.
Contact your Wealth Manager for details.
Radio
Listen To Us On The Radio!
Listen to one (or more!) of our SIX 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.
