Week In Review
Earnings continue to shine broadly across the market, jobs numbers show continued good news, and corporate profits seem to be doing well. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
THIS WEEK | Destination: Retirement. Are We There Yet? | BROOKFIELD
Do you know your route – and your obstacles – to retirement?
Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together and receive important retirement resources to help you plan your retirement.
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Fee-only, fiduciary advice wherever you are on your journey.
It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.
Monthly Macro & Market Musings
Read the most recent release from our Investment Team with the following highlights:
- Potential effects of the energy shock on the economy
- What’s guiding inflation risk
- Status of the Fed with an incoming Fed Chair
- The resilience of U.S. equities
- Status of bond yields in light of inflation and issuance issues
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Upcoming Webinars:
Instant Insight: Inflation Trends | May 12
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Navigating The Markets | May 14
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Watch
Avoid These Common Required Minimum Distribution (RMD) Mistakes
Listen
Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours | Listen To Wealthyist
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Download
Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
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Happy Mother’s Day!
May your day be filled with family and joy!