Week In Review
President Trump has suspended tariffs for Mexico and Canada, but has put them in effect for China. As his administration navigates the deep waters of international trade, you might be asking what tariffs have done to the economy in the past: didn’t they cause the Great Depression? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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Finfluencers: Can You Trust Their Advice?
Just For Clients
Where Are My Tax Documents?
It’s 2025, and tax prep is in full swing! Your custodian will gather all the required data from all fund companies and create your 1099 statements. A 1099 statement is generated if you have one of the following: sales proceeds in a non-qualified account, or a distribution from a qualified account (IRA). For more information, please visit the Client Center of the Annex website.
FOR MORE INFORMATION →
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Wealth Prompt: Business Transitions
In Case You Missed It
Business Transitions Webinar
Watch The Recording Now! →
Don’t Keep Annex A Secret!
Do you have friends or loved ones seeking financial help and guidance? Tell them about Annex Wealth Management. We care about our clients and those who are close to them.
Share this video where Mark Beck, Annex Chief Growth Officer, describes how Annex meets you where you are in any situation:
