Week In Review
Inflation remains higher than targets, but core CPI is closer to 2.5%. Would an end to the Iran conflict provide a different group of options for the Fed? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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“Don’t underestimate the value of doing nothing” | Read Monthly Macro & Market Musings
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The Retirement Smile Explained
Retirement spending changes over time. What you’re spending during early retirement (The Go-Go Years) may change during middle retirement (The Slow-Go Years) and change again during Late Retirement (The No-Go Years). Understanding these shifts can help you more accurately plan for your financial future. Here to discuss is Financial Planning Specialist, Arabella Parins.
In Case You Missed It
ICYMI: 8 Tips For Smarter Charitable Giving
Watch the most recent version of our client webinar “8 Tips For Smarter Charitable Giving!” Many of us would like to leave a lasting legacy on our world, our community, and our family. Charitable giving is one truly impactful path to achieving those goals.
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Join us for our upcoming June webinars!
June 5 | Instant Insight: Jobs & The Economic Outlook
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June 10 | Instant Insight: Inflation Trends
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June 11 | Navigating the Markets
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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.
