Week In Review

From Correction Territory & Back In 11 Days

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.

Watch

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.

Listen

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.

 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?

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.

Listen To Us On The Radio!

Listen to one (or more!) of our SIX 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.