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.
ICYMI: A Very Special Third Quarter Publication
This special edition of the Quarterly Planning Outlook reveals lessons for today by looking back at yesterday. America’s story is full of intriguing characters, financial milestones, and narrowly averted disasters. Each story from America’s 250 years offers wisdom for making better financial choices.
EVENTS
THIS WEEK | 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.
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.
Read 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.
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.