Week In Review
Jobs numbers were better than expected, and the next inflation number is set to arrive July 15. What does this mean for the fed’s next move? Annex Wealth Management’s Brian Jacobsen is here to discuss.
We hope you’ve had a joyful and reflective Independence Day.
As we celebrate the Fourth of July each year, we honor the values that define our nation—freedom, courage, and the pursuit of a better future.
This day is a reminder of the strength found in unity and the power of shared purpose. At Annex Wealth Management, we’re grateful for the opportunity to work alongside incredible partners, clients, and communities who inspire us every day.
Events
JULY 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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