Week In Review
In a week of conflicting consumer data, Polymarkets has posted high odds of a rate cut. Reporting – including some major news outlets – has begun using Polymarkets as a data point. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss
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Macro & Market Musings
Icy Conditions, Indigestion, Worst Kept Secret, & Follow The Money
Read Chief Economic Strategist Brian Jacobsen’s most recent comments on growth, inflation, policy, and looking ahead in the markets!
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A Holiday-Themed Women & Wealth
Wealth & Investing With Confidence | December 18 @ 6 PM CT
Empower yourself with the knowledge and skills to take control of your financial future in our “Investing with Confidence” workshop. This session is designed to address the unique challenges and opportunities women face in the world of investing.
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Furlough vs Firing?
While the government shutdown may have come to an end, there are still many Americans losing their jobs in 2025. U.S.-based employers announced 71,321 job cuts in November, according to a report, making it the highest for that month since 2022. (source)
Tom Parks explained the difference between a furlough vs firing while the government was still shut down.
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Senior Fraud
Unfortunately, in this world, there are people who want to steal money they didn’t earn. Even more frustrating is when those crooks steal money from seniors – and it’s on the rise. Annex Wealth Management’s Deanne Phillips, CFP®, CDFA®, ABFPsm discusses how to spot senior fraud and protect yourself from it.
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From 9/11 to Two Successful Exits: Building Transferable Businesses & Planning Life After the Sale (with Andy Oliver, Partner at Oak Hill Business Partners)
Perfect episode for any entrepreneur who knows they’ll eventually sell but hasn’t yet faced the question: “What then?”
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Upcoming Webinars:
Instant Insight: Analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.
Jobs & The Economic Outlook | WEBINAR | December 5 @ 9 AM CT
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Inflation Trends | WEBINAR | December 10 @ 9 AM CT
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The Fed & the Markets | WEBINAR | December 10 @ 3 PM CT
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Navigating The Markets | WEBINAR | December 11 @ 12 PM CT
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