WEEK IN REVIEW
Analysts Prep For Another Huge Earnings Season
As geopolitical tensions continue around the world, analysts are preparing for another extraordinary earnings season. What sectors will drive this quarters’ earnings? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
EVENTS
Couples In Retirement | BROOKFIELD | July 23
Retirement is one of the biggest transitions a couple will experience — and it’s about far more than money. As careers wind down and routines change, couples often face important questions about lifestyle, purpose, healthcare, travel, family, finances, and how they want to spend this next chapter together.
LISTEN
Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden | Listen to Wealthyist
In this episode of Wealthyist, the focus is on “passion assets:” personal items acquired out of genuine love and passion rather than primarily as investments, which often lack formal beneficiary designations unlike financial accounts.
READ
Vibe Shift | Read 4M, Our Monthly Edition Of Macro & Market Musings
The second quarter of 2026 closed with impressive strength. The S&P 500 rallied 14.87% and the Nasdaq surged 21.41%. Yet, June itself brought a different, more varied tone. The headline indices took a breather with the S&P 500 down 1.06% and the Nasdaq down 2.81% for the month. Yet, there was what we consider a healthy broadening out underneath the surface.
July Instant Insights:
Tune into Annex Wealth Management’s Instant Insight: live webinars hosted by Dr. Brian Jacobsen with reactions to recent Fed Announcements, Inflation Trends, and Jobs Reports.
Inflation Trends | July 14
The Fed & The Markets | July 29
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