WEEK IN REVIEW
Chair Warsh’s Approach Isn’t “the Same Old Fed”
The new Fed Chairman indicates that his approach is starkly different from past leadership. Hints of a resolution in Iran bring energy prices lower. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
WATCH
Railroads, Wildcats, & The Greenback | America’s 250th Anniversary: A Look Back On Our Country’s Economy
Chief Economic Strategist Brian Jacobsen 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. This week: 1836-1865. It was a fascinating time where the dollar in your pocket might be worth a fraction of that, depending on where you tried to use it.
WATCH
How To Pay For A Wedding (According To A Financial Expert)
Weddings are more expensive than ever and more couples are paying the bill themselves. But a meaningful wedding does not have to come at the cost of future dreams like buying a home or starting a family. Today we’re talking with Tom Berkholtz, CFP®, EA, ECA, Manager of Financial Planning at Annex, about how couples can plan a wedding that celebrates love without creating money stress.
READ
A Hot Summer? | Read Macro & Market Musings
If job gains stay positive, but cools, and inflation comes off the boil, the case for a rate hike weakens considerably.
Get the full Macro & Market Musings, written by Dr. Brian Jacobsen, now!
LISTEN
Roots of Wealth: Mastering Tree Care for Luxury Estates with Third-Gen Arborist Freddie Hoppe
In this episode of Wealthyist, Annex Private Client Wealth Manager Kent Halleen sits down with Freddie Hoppe, co-owner and sales manager of Hoppe Tree Service and a third-generation arborist whose family business dates back to 1972. They explore how professional tree care and landscape management serve as essential services for high-net-worth properties and estates, where owners often invest six figures annually in maintenance to preserve beauty, safety, and value.
Annex University On-Demand
Demystify complex financial concepts with our easy-to-understand video series: Annex University. Watch and learn at your own pace.
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.
