WEEK IN REVIEW
Analysts Prep For Another Huge Earnings Season
descriAs 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.
FEATURED
Your New & Improved Reporting Experience | Orion Launching July 20
We’re approaching the launch of Orion, our new reporting platform for Annex Wealth Management clients. With Orion, you’ll enjoy a more intuitive, interactive way to view your financial information all in one place:
- Navigate your portfolio with a clean, user-friendly design
- Explore deeper insights across your accounts
- Secure access performance information whenever you need it
Orion is going live July 20th – an email with steps to get started will be sent to your inbox the same day.
EVENTS
Scams, Frauds & Deepfakes: Smart Rules Every Family Needs to Know Now | WEBINAR | July 23
Scams today are more sophisticated, more personal, and more convincing than ever before — especially with the rise of artificial intelligence and deepfake technology. This Annex client webinar explores how modern scams work, why they are so effective, and the practical steps families can take to better protect themselves, their finances, and their identities.
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.
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.
Get Annex Education On Demand!
Visit the Client Center to view on-demand recordings of common topics, from Social Security Basics to Tips For Smarter Charitable Giving, and more!
Listen To The Women & Wealth Show!
We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future.