Week In Review
Markets rallied as earnings season and banks seem to be indicating a stronger economy. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | BROOKFIELD
Join us for an intimate, educational workshop, where a seasoned financial planner and a professional estate appraiser share practical strategies for thoughtfully transferring treasured possessions. We’ll discuss real-world examples and proven approaches to divesting and distributing beloved objects in a way that feels intentional, tax-aware, and personally meaningful. Following the presentation, enjoy a curated wine tasting experience — the perfect setting to continue the conversation in a relaxed, social atmosphere with fellow collectors and legacy-minded families.
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Smart Habits of Rich Retirees
Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.
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Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
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What Is Direct Indexing?
Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.
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Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden | Listen To Wealthyist
This episode of Wealthyist (the podcast exploring the lifestyles, choices, and strategies of the wealthy) features host Tom Parks, Director of Retirement Plan Services, interviewing colleague Deanne Phillips, Managing Director of Client and Community Engagement. The focus is on “passion assets”—personal items acquired out of genuine love and passion rather than primarily as investments, which often lack formal beneficiary designations, unlike financial accounts.
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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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Read Macro & Market Musings
Growth: Turn Up the Volume?
Inflation: The Bigger They Are, the Harder They Fall
Policy: Rallying Around a Pause
Looking Ahead: Too Soon?
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One Big Beautiful Bill Act Planning Tactics | Download Today!
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