Week In Review
The end of the government shutdown means new data, a (possibly) less messy travel season – but what impact did it have on people with plans and the economy? Annex Wealth Management’s Brian Jacobsen and Mark Beck discuss.
Listen
Hear Dave Spano on “Point Taken”
Each Monday morning, Annex CEO Dave Spano joins 620 WTMJ’s Steve Scaffidi & Kristin Brey on “Point Taken” to discuss the markets and recent trends.
Hear what they talked about last week:
Tune in on Mondays to AM 620, or via YouTube livestream!
This Week In Events
Year End Tax Planning | WEBINAR | November 18
Join the Annex Team and WTMJ’s Steve Scaffidi Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill, how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year, and what to do right now during the month of November, the “sweet spot” for year-end tax planning.
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Single in Retirement: Financial Planning Strategies | WOMEN & WEALTH | November 20
About 28% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network. Join us at our Brookfield Headquarters for this month’s Women & Wealth presentation!
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“Fears of a Fed pause in December replaced fears of a prolonged government shutdown. There’s always something to worry about, and that’s one reason there’s something called the equity risk premium.”
Read more from Dr. Brian Jacobsen in the most recent edition of “Macro & Market Musings!”
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Podcast
Strategies for Business Owners Eyeing an Exit – with TKO Miller’s Nick Kozik
Listen To Wealthyist! The podcast that discusses the lifestyles, choices, and strategies of the wealthy.
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Watch
Roth Conversions In Your 80s
When you think about retirement, most of us picture relaxation and security — not complicated tax decisions. But even in your 80s, financial planning doesn’t stop. In this segment, we’re talking about a real-life story from the Wall Street Journal about a couple facing that exact challenge. Eric Strom, CFP®, EA, Director of Financial Planning at Annex discusses.
Read
Optimizing Through Change. 2025 Year-End Tax Planning.
Have you downloaded your copy yet? Find out what tax strategies might help you optimize your plan.
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