WEEK IN REVIEW Investor Excitement Grows For SpaceX IPO A positive jobs number showed private sector employment growth as investors showed heightened interest in the SpaceX IPO. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss....
Axiom | Vol 515
Week In Review
A new era of Fed leadership began this week, and while it can be subject to confirmation bias like many investors, it has a tough decision before it with this week’s sometimes-conflicting economic data.
Events
Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA
You may have reached the part of life where travel plays a growing part of your plans. What criteria can you consider to enhance, secure or enrich your peace of mind and your adventure? Enjoy a panel conversation hosted by Annex Wealth Management’s Dave Spano and Global Security Expert John Choate, which will include Rose Gray from Fox World Travel and Matt Wild, Chief Operating Officer from Jet OUT. We’ll talk trends, tell stories, and field your questions.
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Read
A New Chair At An Awkward Time | Read Monthly Macro & Market Musings
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Events
THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH
Because preparation isn’t about expecting the worst – it’s about creating clarity, confidence, and peace of mind for whatever the future holds. Join us at our Brookfield Headquarters for this month’s Women & Wealth presentation.
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Listen
Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | 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!
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Watch
The Early Retirement Checklist
Thinking of retiring earlier than age 65? Here are some things to consider.
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.
