1. Will Earnings Season Hint At A Slowdown? 2. Financial Decision Influencers 3. Client Exclusive: How SECURE Act 2.0 Impacts My Retirement 4. Your Quarterly Performance Report Is Available For Viewing! 5. Ask Us A Question! 6. If the wind will not serve, take the oars… 7. Are You An Emotionally Biased Investor?
1 | Week In Review
Markets were mixed as analysts look to the Fed’s next meeting and earnings season. Are we headed for higher unemployment and a slowdown? What does the Fed want? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
2 | Poll
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3 | Client Exclusive
Client Exclusive Webinar: How SECURE Act 2.0 Impacts My Retirement
Join us for a presentation exclusively for Annex Wealth Management clients on Thursday, January 26th!
Tax planning, required minimum distribution planning, Roth conversions and new catch-up provisions, retirement plan changes, 529 plans. All of these are affected by over 100 retirement and tax law changes in the newly passed SECURE Act 2.0.
How does this impact you and your retirement plan?
Annex Wealth Management’s Financial Planners discuss what to focus on for 2023 and longer-term strategies to consider in your financial plan.
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Your Quarterly Performance Report Is Available for Viewing!
Your 2022 fourth quarter performance report is now available in your Black Diamond vault. To access your QPR, please log in to your account via the link below.
We thank you for continuing to choose Annex Wealth Management as your partner to help you achieve your financial goals!
Annex Wealth Management
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5 | Ask Annex
Ask Us A Question!
6 | Quote of the Week
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