Week In Review

Why The Fed’s Rate Cut Impacted Small Caps

The Fed had based its pause on suppositions that might not have been accurate. Their decision to cut interest rates led to a change in the small caps market. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

Just Announced: Ask Annex Anything | WEBINAR | September 24

You might have wondered why the headlines say inflation is going down when it seems like your grocery bill doesn’t agree. Or perhaps you’re wondering if the “60/40 rule” is still appropriate.

Whether it’s alts, digital currency, or quarterly earnings, CEO Dave Spano and Brian Jacobsen, Annex Wealth Management’s Chief Economist, will be ready to handle what’s on your mind. Ask away.

Join WISN’s Dan O’Donnell in asking Annex Wealth Management the hard questions about planning, the economy, and your money.

Have a question? You can send it in early and let Dan ask for you or join us online to ask Annex directly.

Download

Download “One Big Beautiful Bill Act Planning Tactics”

HR 1 – better known as the “One Big Beautiful Bill Act” – made permanent some provisions of the Tax Cuts and Jobs Act, passed in 2018. But OBBBA also brought new change to some key areas of tax planning. We’ve prepared a comprehensive summary of some tactics you might consider adding to your tax plan. Download now!

Watch

Don’t Let Supporting Your Adult Children Ruin Your Retirement

We love our kids and want to help them – but at what cost? Supporting adult children usually starts with good intentions, but over time, can eat away at your retirement savings. At Annex, our job is to honor family values while making sure clients can give without putting their own financial security at risk.

Events

Destination: Retirement. Are We There Yet? | Brookfield | September 24

Do you know your route – and your obstacles – to retirement? Join our interactive workshop where you’ll learn how comprehensive financial planning pulls your goals together by using smart tax planning and thoughtful timing of cashflows, better understanding of your balance sheet and resources, and taking steps to maximize smart investing. Register today!

OBBBA

Keep Up To Date With The One Big Beautiful Bill

Our team of experts has spent countless hours reading and deciphering the OBBB, allowing us to provide our commentary straight to you. Check out our page of content to learn more, and to also register for our upcoming OBBB-focused events!

Get Started With Annex