WEEK IN REVIEW

Expectations Stay High For Q2 Earnings Growth

Q2 earnings expectations are looking for a second straight quarter of YOY growth over 20%. Outside of gas station sales, retail looks good. Annex Wealth Management’s Brian Jacobsen and Eric Strom discuss.


WATCH

Smart Money Habits Everyone Can Start

Making smart money choices does not have to feel overwhelming or complicated. A few simple questions can help bring clarity to your priorities and guide your decisions with more confidence. By slowing down and thinking things through, you can avoid costly mistakes and build a stronger financial future. Director of Retirement Plan Services, Tom Parks, AIF®, CRPS® is here to discuss.


EVENTS

THIS WEEK | 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.


MACRO & MARKET MUSINGS

Growth: Rosy Beige Book | Inflation: It Could Have Been Worse | Policy: The Buck Stops Here | Looking Ahead: Conviction Trumps Beats


WATCH

Trump Accounts: Rules, Taxes, & How To Start

A clear guide to Trump Accounts. Annex Wealth Management’s Chief Economic Strategist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Financial Planning, Eric Strom, CFP®, EA are here to discuss.


Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.


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.


Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy


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