Week In Review

Iran Outcome May Impact Fed’s Decisions

Inflation remains higher than targets, but core CPI is closer to 2.5%. Would an end to the Iran conflict provide a different group of options for the Fed? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Join us for our upcoming June webinars!

June 5 | Instant Insight: Jobs & The Economic Outlook

June 10 |  Instant Insight: Inflation Trends

June 11 | Navigating the Markets

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The Retirement Smile Explained

Retirement spending changes over time. What you’re spending during early retirement (The Go-Go Years) may change during middle retirement (The Slow-Go Years) and change again during Late Retirement (The No-Go Years). Understanding these shifts can help you more accurately plan for your financial future. Here to discuss is Financial Planning Specialist, Arabella Parins.

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Listen to the Annex Wealth Management SWOT Podcast!

Join members of the Annex Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.

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“Don’t underestimate the value of doing nothing”  | Read Monthly Macro & Market Musings

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The Early Retirement Checklist

Thinking of retiring earlier than age 65? Here are some things to consider.

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Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

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