WEEK IN REVIEW
Interest Rates Paused & Who Topped Earnings Season Estimates?
Annex Wealth Management’s Dave Spano and Brian Jacobsen recap the recent Fed meeting and discuss earnings reports.
EVENTS
FRIDAY | 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.
WATCH
When Does Retirement Planning Start?
When you think about retirement, it may seem a long way off while you’re still in the workforce. But when does retirement planning actually begin? Annex Wealth Management’s Deanne Phillips, CFP®, CDFA®, ABFP℠ and Tom Parks, AIF®, CRPS® are here to discuss.
Upcoming Market & Economy-Focused Webinars:
Instant Insight: Jobs & The Economic Outlook | August 7 | 9 AM CT
Instant Insight: Inflation Trends | August 12 | 9 AM CT
Navigating The Markets | August 13 | 12 PM CT
Only Part of the Story | Taking a Breather | Say Anything | Builders vs. Buyers
Read Macro & Market Musings – a weekly publication containing comments on the markets and economy.
Couples In Retirement | LAKE COUNTRY | August 11
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.
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.
Check out our SWOT podcast!
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
Get Started with Annex
Unleash the power of what’s next.