WEEK IN REVIEW
SpaceX IPO Launches World’s First Trillionaire
The SpaceX IPO pushed Musk’s combined net worth to roughly $1.1 trillion, fueled by his massive equity stakes in both SpaceX and Tesla. Inflation numbers showed continued a continued rise. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
EVENTS
Saving the Family Cottage | WOMEN & WEALTH | June 18
Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements, and creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan.
LISTEN TO WEALTHYIST
Tax Prep vs. Tax Planning: Why High-Net-Worth Families Might Need Both Under One Roof | Listen to Wealthyist
In this episode of Wealthyist, Annex team members break down the critical difference between tax preparation and tax planning – and why the distinction matters more than ever for high-net-worth individuals in 2026. Tax preparation is the annual filing process: gathering documents, accurately completing your return, and avoiding penalties. Tax planning, by contrast, is proactive, year-round, and lifetime-focused – zooming out to minimize taxes over decades, especially since taxes are often the largest single expense in retirement for affluent clients.
IN CASE YOU MISSED IT
ICYMI: The Smart Guide to RSUs, Stock Options & Taxes | RECORDED JUNE 6
Watch the recording of this comprehensive educational webinar, where members of the Annex Team explore the intricacies of equity compensation, particularly focusing on Restricted Stock Units (RSUs) and Nonqualified Stock Options (NQSOs). They discuss various flavors of equity comp, emphasizing the importance of understanding individual situations regarding risk tolerance and financial goals.
WATCH
Where To Save: Contribution Planning Strategies
Saving can feel overwhelming, especially with so many different accounts and rules to navigate. The good news is that each savings vehicle serves a specific purpose, and knowing where to save is just as important as how much you save. We’ll walk through the main options and how they can work together to support your short term needs, long term goals, and legacy plans.
EVENTS
Single in Retirement: Financial Planning Strategies | BROOKFIELD | June 24
About 28% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.
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Hoping For Relief, Braced For Churn | Read Macro & Market Musings
WATCH
America’s 250th Anniversary | The Early Days
Annex Wealth Management’s Chief Economic Strategist Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, is here to talk about America’s economy over the past 250 years – including some of the highlights and events that have had a big impact on America’s history.
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Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
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