Week In Review
Markets have rebounded from early 2025 lows on the heels of USA’s attack on Iran. Will Trump name a Fed Chair appointee nine months before his or her term begins? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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Good Health As A Tax Strategy
Staying healthy is important – but did you know it could save you a SHOCKING amount in taxes over your lifetime? Tom Berkholtz, CFP®, EA, ECA is here to discuss.
In Case You Missed It
7 Reasons Cash Isn’t A Great Long-Term Investment
If you missed our informative webinar discussing cash and when it best serves your plan, don’t fret! The recording is now available for viewing:
Please, bring your questions and come seeking answers and join us for “7 Reasons Cash Isn’t A Great Long-Term Investment.”
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Events
Join Us Thursday For Instant Insight!
Annex Chief Economist Brian Jacobsen will react to the Bureau of Labor Statistics’ latest jobs report, scheduled for release Thursday morning.
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Part 2 | Financial Jargon Explained
Has this ever happened? You have a question. Someone has an answer. But as they go on, they start slipping into jargon. Jargon is a specialized language or terminology. It’s often difficult for outsiders to understand. It allows insiders to communicate efficiently but might lose the rest of us.
Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Matthew Morzy, CFP® are well-versed in jargon and are here to help us navigate phrases you might hear, but not follow.
Events
WEBINAR | Understand Your WRS Pension Potential
Join us for the summer edition of our Wisconsin Retirement System-focused webinar. Annex Wealth Management’s Director of Financial Planning, Eric Strom, CFP®, EA and Senior Financial Planner, Tom Berkholtz, CFP®, EA, ECA will discuss how to look at your statement, and go through several case studies that may help relieve concerns and answer your questions.
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