Week In Review
PCE – The Fed’s preferred inflation measure – shows inflation up .4%. Accompanied by a slower GDP, we may be entering stagflation. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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Q2 Portfolio Roadmap
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dmap built exclusively for you, with no obligation. This opportunity is for investors to have Annex Wealth Management carefully evaluate your personal holdings and can help you to create a custom investment plan for the investing opportunities and challenges that lie ahead.
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Asset Rich, Cash Poor: Unlocking Wealth
Listen as members of the Annex Team discuss the upsides and downsides of being asset rich and how to unlock cash from your assets without losing ownership when the time comes.
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23andMe Bankruptcy: Delete Your Data Before It’s Sold
On March 16, 2025, 23andMe, the genetic testing company, filed for Chapter 11 bankruptcy, putting the sensitive DNA data of over 15 million customers at risk. As the company seeks a buyer for its assets, privacy concerns are mounting over who might gain control of this information.
Your genetic data—revealing ancestry, health risks, and more—is deeply personal and irreplaceable. If sold to a third party, like a pharmaceutical firm or insurer, it could be used in ways you never agreed to, despite some legal safeguards. With the sale process underway, now is the time to act.
To delete your data, log into 23andMe, go to “Settings,” select “23andMe Data,” and choose “Permanently Delete Data,” then confirm via email. You can also revoke research consent under “Preferences.” Some data may be retained for legal reasons, but deletion reduces what’s at stake.
As of March 26, 2025, the future of 23andMe’s database is uncertain. Protect your privacy—delete your data before it’s too late.
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BROOKFIELD | Saving The Family Cottage
When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. We’ll discuss creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan.
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Consolidating Retirement Accounts | Target Date Funds Nearing Retirement
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