1. Retail Sales Down – In The Eye Of The Storm 2. Survey: What Do You Wish You Had Known? 3. Inflation & Rate Hikes & Bears – Oh My! 4. On-Demand Information Is Available To Clients 5. Ask Us A Question! 6. “The greatest source of wealth…” 7. Who Needs An LLC?
1 | Week In Review
The Fed has increased the Funds Rate 475 basis points, and now it appears we’re in the eye of the storm, waiting to see what that increase will do to credit, unemployment, and and GDP. Annex Wealth Management’s Derek Felske and Brandon Lehman discuss.
2 | Poll
Two weeks ago, we asked readers to tell us what resources helped the most when preparing for retirement.
Annex Wealth Management is committed to providing education and resources for our clients, and we’re grateful to know how many of you have found our services and content valuable.
In addition to working with Annex, there were many other responses, such as attending events and seminars, reading books and articles, and talking to already-retired friends.
On the other end of retirement preparedness, we’re wondering if there’s anything you’ve learned since retiring that you hadn’t previously known or thought about.
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3 | Client Exclusive
Inflation & Rate Hikes & Bears – Oh My!
Join WTMJ’s John Mercure and Annex Wealth Management’s President & CEO, Dave Spano, CFP®, on April 19th as they discuss the changes you’ll likely need to consider in this new climate – and what to look for as you plan.
They’ll discuss how history helps inform Annex Wealth Management’s view of where we are today – and the impact inflation, rate hikes, and volatile markets have on retirement planning.
CLICK HERE to register for this webinar.
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On-Demand Education Is Available To Clients
On the Client Center of our website, you can find on-demand Annex University videos that cover main topics of retirement and financial planning: Estate Planning Basics, Medicare Basics, Long-Term Care Basics, and Social Security Basics.
These 30-minute videos are always available to you – Click Here to watch!
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5 | Ask Annex
Ask Us A Question!
6 | Quote of the Week
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