Week In Review
Markets rallied as earnings season and banks seem to be indicating a stronger economy. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
THIS WEEK IN EVENTS
Instant Insight: The Fed & The Markets | WEBINAR
Hear our Chief Economic Strategist’s reaction to the Federal Reserves’ upcoming announcement on April 29.
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The Art of Giving: Tax-Savvy Strategies for Greater Impact | SLINGER
Discover how to maximize both your charitable impact and your tax efficiency under the new One Big Beautiful Bill Act. Join us at Aspen Sky Winery & Distillery in Slinger, WI on Thursday, April 30!
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Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NASHOTAH
Join us for a night of education and socialization!
Learn practical strategies for thoughtfully transferring treasured possessions and aligning your legacy wishes with the true value of your belongings, while also hearing real-world examples. Afterwards, continue the conversation while enjoying wine, spirits, and and dinner in a relaxed, social atmosphere.
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Watch
Where To Save: Contribution Planning Strategies
Saving can feel overwhelming, especially with so many different accounts and rules to navigate. The good news is that each savings vehicle serves a specific purpose, and knowing where to save is just as important as how much you save. We’ll walk through the main options and how they can work together to support your short term needs, long term goals, and legacy plans.
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Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
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Listen
Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation | Listen To Wealthyist
In this engaging episode of Wealthyist, host Anthony Mlachnik (Annex Senior Wealth Advisor) sits down with Joan Nesbitt, Vice Chancellor for University Advancement at the University of Wisconsin-Milwaukee. With over 30 years in higher education fundraising—including more than a decade in a similar role at Missouri S&T—Nesbitt shares insights from the front lines of partnering with ultra-high-net-worth individuals, families, and philanthropists to create lasting impact through education.
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Read
A New World Order. | Read Macro & Market Musings
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One Big Beautiful Bill Act Planning Tactics | Download Today!
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