Week In Review
Earnings continue to shine broadly across the market, jobs numbers show continued good news, and corporate profits seem to be doing well. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Monthly Macro & Market Musings
Read the most recent release from our Investment Team with the following highlights:
- Potential effects of the energy shock on the economy
- What’s guiding inflation risk
- Status of the Fed with an incoming Fed Chair
- The resilience of U.S. equities
- Status of bond yields in light of inflation and issuance issues
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Listen
Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours | Listen To Wealthyist
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Events
8 Tips For Smarter Charitable Giving | WEBINAR
In this interactive workshop, Annex Wealth Management’s Dave Spano and WTMJ’s John Mercure will review options you might consider, like Qualified Charitable Distributions, Donor Advised Funds, and Charitable Trusts – and discuss when those strategies might work best for you. Dave and John will lay the groundwork – you bring your questions. Plan on an informative and educational hour!
REGISTER →
Download
Nearing retirement? Make sure you can see the full picture.
Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement.
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Watch
Avoid These Common Required Minimum Distribution (RMD) Mistakes
Required minimum distributions can trip up even experienced retirees and the consequences can be costly. Small oversights with timing taxes and account types can quickly turn into unnecessary penalties or higher tax bills. Knowing where mistakes commonly happen can help you keep more of what you have worked so hard to save. Annex Wealth Management’s Drew Powell is here to discuss.
Comprehensive Wealth Management Should Mean Your 401(k), Too.
Contact your Wealth Manager for details.
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.
Happy Mother’s Day!
May your day be filled with family and joy!
