Week In Review
The Atlanta Fed forecasts negative GDP – does that mean the economy is in decline? What impact does the threat of tariffs have on that forecast? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
WTMJ Webinar | Tariffs: How They Could Affect Portfolios
Join us March 11th for this informative webinar. Learn how your portfolio – and your financial plan – might be affected by tariffs. Annex Wealth Management’s Dave Spano, Chief Economist Brian Jacobsen, and WTMJ’s Steve Scaffidi will discuss and take your questions.
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Ask Annex
My HYSA Keeps Heading Down – Is It Still A Decent Place To Stash Cash Or Time For Something New?
Annex University
Destination: Retirement. Calibrating Your Plan.
Join us at our Brookfield Headquarters for this client workshop that will discuss your relationship with Annex as you navigate through retirement.
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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.
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