Week In Review

A New Fed Chair – A New Fed Policy On Fed Balance Sheet?

President Trump announced his selection for Fed Chair. How will his experience and outlook affect Fed Reserve decisions, including its use of the balance sheet? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Featured

Quarterly Performance Reports Are Available

Log into your Black Diamond account to view your Q4 2025 Quarterly Performance Report. Reach out to your service team with any questions!

Client-Exclusive Estate Planning Webinars in February

Estate Planning Basics | February 3

Advanced Estate Planning | February 18

Watch

Money & Family: Expert Tips For Awkward Conversations

Talking about money with family can be tricky, even when everyone has the best intentions. Deanne Phillips, CFP®, CDFA®, ABFPsm discusses strategies to navigate family money talks calmly and effectively.

How Do Donor Advised Funds (DAFs) Work?

Donor-advised funds are getting a lot of attention. They’re flexible, tax-smart, and can make a big difference in how you plan your giving. Gregory Vidmar, CFP® breaks down what they are, why they matter, and how they can fit into your year-end strategy.

Read

When Slowing and Growing Don’t Mix | Read This Week’s Macro & Market Musings

Events

Digital Armor: Strategies for Online Fraud Protection | WEBINAR | Wednesday February 11

This program provides strategies for safeguarding your online activities and identity. It covers best practices for creating secure online environments, recognizing and responding to social engineering attempts and effective strategies to protect your digital presence.