Week In Review
Inflation concerns, Iran war headlines, and Nvidia earnings didn’t seem to keep the markets from rising. The Fed’s new Chair faces some tough division. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
On this Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and selflessness remind us of the freedoms we value every day. While this holiday often marks the unofficial start of summer, it is, above all, a time for reflection and gratitude.
At Annex Wealth Management, we extend our deepest appreciation to those who have served and to the families who continue to carry their legacy.
We are grateful for the opportunity to work with you and wish you a safe and meaningful Memorial Day.
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What To Know About Financial Advisor Fees
Many investors assume they understand what they are paying for financial products but the true costs are often more complex than they appear. At Annex, we can help people see how everyday investment decisions can be influenced by incentives they may not fully recognize. How do transparency, trust and awareness play a role in making smarter long term financial choices? Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.
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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.
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Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
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