Week In Review
As the Iran conflict undergoes a fragile cease fire, the markets and oil prices continue to undulate. Consumer sentiment, often driven by high oil prices and job availability, is down. Will that affect the big predicted GDP numbers? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Join Us For These April Women & Wealth Events
Getting Ahead of Memory Changes: What Families Should Know | BROOKFIELD | April 16
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What Women Need To Know About Divorce | BROOKFIELD | April 18
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Before You Raid Your 401(k), Watch This
More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.
Events
Beat Mark Tauscher | WEBINAR THIS WEEK
Join us during Financial Literacy Month for fast-paced virtual quiz show pitting your financial knowledge against the Packers and Badgers legend, Mark Tauscher!
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Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist
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Events
Understand Your WRS Pension Potential | WEBINAR
If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan.
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Operation Epic Exit | Read Macro & Market Musings
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One Big Beautiful Bill Act Planning Tactics | Download Today!
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Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
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