In The News

Axiom | Vol 439

Week In Review

Black Friday may be more hype than reality for retail sales, and the cost of Thanksgiving dinner was down this year – but not by much. Annex Wealth Management’s Brian Jacobsen is here to discuss.

This Week In Events

WEBINAR | The Trump Nominees: From the Anti-China Cabinet to the Kitchen Sink

President Trump has begun naming his nominees for key cabinet positions, giving us a glimpse of how he’ll be leading the country and guiding the economy.  Join WISN’s Dan O’Donnell and Annex Wealth Management’
s Dave Spano and Brian Jacobsen as they engage in their expert opinions on what we can expect around the globe, in our economy, and our own portfolios.

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BROOKFIELD | Financial Planning In A Changing Tax World

How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.

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WEBINAR | Instant Insight: Jobs and the Economic Outlook

Dr. Brian Jacobsen will provide an immediate reaction to the employment update scheduled for Friday morning

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Graphonomics

Graphonomics Volume 19: Available NOW!

Changing Dependency On China. Tariffs And Inflation. Tariffs As A Threat Or A Tool?

Get your Graphonomics TODAY to help make sense of the economy.

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | More Than Just an AI Sugar High | Read Macro & Market Musings | Money Guilt: Practical Ways To Heal & Deal | ICYMI | Annex University: Long Term Care Basics | Private Markets & Diversified Portfolios | Listen To Wealthyist | The Early Retirement Checklist

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | THIS WEEK: One Big Beautiful 2026 Tax Reality Check | BROOKFIELD | March 24 | One Big Beautiful Bill Act Planning Tactics | Download Today! | A Closer Look At Roth Conversions | Listen To The Annex Wealth Management SWOT Podcast! | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

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A Closer Look At Roth Conversions

A Closer Look At Roth Conversions

Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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A Look At What’s Happening
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