Week In Review
Kevin Warsh’s path to Fed Chair may have become more straightforward. How might he handle inflation as Fed Chair? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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Your Quarterly Performance Report Is Available!
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Events
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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Watch this video to learn more!
Instant Insight: The Fed & The Markets | WEBINAR
Hear our Brian Jacobsen’s reaction to the Federal Reserves’ upcoming announcement on April 29.
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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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In Case You Missed It
ICYMI: Understand Your WRS Pension Potential
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.
Watch the recording of “Understand Your WRS Pension Potential,” where WTMJ’s Steve Scaffidi and Annex Wealth Management’s Director of Financial Planning, Eric Strom, CFP®, EA discuss how to look at your statement, and even go through several case studies that may help relieve concerns and answer your questions.
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Comprehensive Wealth Management Should Mean Your 401(k), Too.
Contact your Wealth Manager for details.
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.
