Week In Review
2026 shows signs of looking like past mid-term election economies. What does that mean, and how should you calibrate your expectations? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
Moving In Retirement | BROOKFIELD | March 3
Join us at our Brookfield Headquarters for a lively, interactive workshop where we will discuss what many are considering: moving in retirement! As you make your decision, we’ll give you several key points to consider before you make your move; factors to consider such as cost of living adjustments and hidden taxes, and why you should know the difference between residence and domicile.
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Listen
From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play
Listen to our conversation with GolfTrips.com entrepreneur Brian Weis on Wealthyist as it centers on the evolution of golf as a lifestyle and experience, particularly among affluent individuals, and how it ties into wealth, business, health, and social connections.
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Watch
What Is The Annex Difference?
Hear our team discuss what it means to act as a fiduciary, what sets Annex Wealth Management apart, and what you can expect from the first meeting – and beyond.
Download
2026 Asset Almanac Now Available!
Almanacs are practical guides for daily life that provide information that helps you understand the way the world works. The Annex Asset Almanac has helpful information that might help you understand more about stocks, bonds, inflation, and how the market has moved through recent history. Download today!
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Events
Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NAPLES | March 5
Your most meaningful assets often aren’t the ones listed on a beneficiary form. They’re the items that tell your story — the art you’ve collected, the jewelry you’ve loved, the wine or sports card collection you curated, even the cherished heirlooms tucked into your china cabinet. And yes, even your pets. Yet these “passion assets” are frequently the most overlooked in estate and transition planning. Join us at Naples Bay Resort & Marina for this intimate, interactive presentation.
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Read
Looking Ahead: Buckle Up | Read This Week’s Macro & Market Musings
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Radio
Tune Into Annex On The Radio!
Listen to one (or more!) of our FIVE different radio shows on four different stations. Each week Annex team members share their expertise in areas related to wealth management, as well as comment on trends we’re seeing on a daily basis.
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