Week In Review
While peace talks struggle and the Fed continues its path to a new Chair, markets responded positively to strong earnings reports. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
Coming this month: 8 Tips For Smarter Charitable Giving | WEBINAR
In this interactive workshop, Annex Wealth Management’s Dave Spano and WTMJ’s John Mercure will review options you might consider, like Qualified Charitable Distributions, Donor Advised Funds, and Charitable Trusts – and discuss when those strategies might work best for you. Dave and John will lay the groundwork – you bring your questions. Plan on an informative and educational hour!
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Listen
From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist
EXPLORE →
Download
Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement.
EXPLORE →
Watch
Roth Conversions In Your 80s
When you think about retirement, most of us picture relaxation and security — not complicated tax decisions. But even in your 80s, financial planning doesn’t stop. In this segment, we’re talking about a real-life story from the Wall Street Journal about a couple facing that exact challenge. Joining us is Eric Strom, CFP®, EA, Director of Financial Planning at Annex Wealth Management.
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.
