WEEK IN REVIEW
Mortgage Rates Creep Higher – As Home Sales Rise
The Iran conflict is driving prices at the pump, while home sales are up. Earnings season shows broad growth. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
EVENTS
JUST ANNOUNCED: More Giving, Less Guessing: Addressing Legacy Planning Hesitations & Impacts | WEBINAR | August 7
Join Annex CEO Dave Spano and WTMJ’s Steve Scaffidi, along with Estate Planning Attorney Alec Durand, for an engaging and informative webinar. Whether you’re worried your gift won’t be used wisely, or that you haven’t researched the charity you’re donating to enough, or if there will be enough money left for heirs, donors can run into plenty of nagging questions and doubts. We can help answer your questions for givers like you.
LISTEN
Heart, Wealth & Legacy: Tax-Smart Giving Strategies That Outlive You | Listen To Wealthyist!
The conversation dives deep into practical philanthropy: why health is the ultimate foundation of wealth, how personal experiences with heart disease fuel genuine giving, and the most powerful ways to give during life and at death. Listen wherever you get your podcasts!
Upcoming Instant Insight Webinars:
The Fed & the Markets | July 29 | 3 PM CT
Jobs & The Economic Outlook | August 7 | 9 AM CT
Macro & Market Musings
Policy: Choosing Between One Of Two Mistakes
WATCH
Record Number Of Adults Living With Parents: Here’s Our Take
According to a recent survey, a record 25.2 million adults under 35 are living with their parents. Director of Retirement Plan Services, Tom Parks, AIF®, CRPS® is here to discuss.
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Members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats they see in the markets and economy.
Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
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