WEEK IN REVIEW
Chair Warsh’s Approach Isn’t “the Same Old Fed”
The new Fed Chairman indicates that his approach is starkly different from past leadership. Hints of a resolution in Iran bring energy prices lower. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
WATCH
Railroads, Wildcats, & The Greenback | America’s 250th Anniversary: A Look Back On Our Country’s Economy
Chief Economic Strategist Brian Jacobsen is here to talk about America’s economy over the past 250 years – including some of the highlights and events that have had a big impact on America’s history. This week: 1836-1865. It was a fascinating time where the dollar in your pocket might be worth a fraction of that, depending on where you tried to use it.
EVENTS
Single In Retirement: Financial Planning Strategies | JUNE 24 | BROOKFIELD
About 28% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.
LISTEN
Roots of Wealth: Mastering Tree Care for Luxury Estates with Third-Gen Arborist Freddie Hoppe
In this episode of Wealthyist, Annex Private Client Wealth Manager Kent Halleen sits down with Freddie Hoppe, co-owner and sales manager of Hoppe Tree Service and a third-generation arborist whose family business dates back to 1972. They explore how professional tree care and landscape management serve as essential services for high-net-worth properties and estates, where owners often invest six figures annually in maintenance to preserve beauty, safety, and value.
WATCH
New Survey Shows Americans Losing Faith in Retirement Security
A new Wall Street Journal analysis shows that fewer retirees and workers feel secure about having enough saved, even after years of market growth. Is this a short term confidence problem, or a long term reset in how Americans think about retirement?
READ
A Hot Summer? | Read Macro & Market Musings
If job gains stay positive, but cools, and inflation comes off the boil, the case for a rate hike weakens considerably.
Get the full Macro & Market Musings, written by Dr. Brian Jacobsen, now!
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