WEEK IN REVIEW

Is Technology Causing Rising Inflation?

We have plenty to be thankful for this holiday weekend. Q2 Numbers appear to be very good, and Q3 looks solid. Still, lingering inflation has some wondering where we’re headed. Is tech causing inflation? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.


FEATURED

Orion – Coming Soon!

A new, more dynamic way to view your portfolio is coming soon. Annex Wealth Management is  introducing Orion,  our new client reporting platform designed to give you a clearer, more interactive view of your financial information.

With this update, you’ll be able to:

  • View your accounts in an easy-to-understand and engaging format
  • See more detailed insights across your portfolio

Orion launches on July 20th. Additional information will be shared in the coming weeks.


Happy Independence Day From Annex

As we celebrate Independence Day this weekend and mark the 250th anniversary of the United States, we’re reminded of the enduring values of resilience, innovation, and unity. These principles continue to guide our partnership and the work we do together every day. We’re grateful for your trust and collaboration as we build toward a strong and successful future. Wishing you a safe and meaningful holiday from Annex Wealth Management.


America’s 250th Anniversary

Learn more about the history of our nation and its economy in this video series, hosted by Dr. Brian Jacobsen:


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Looking Ahead: Prove It or Lose It | Read Macro & Market Musings