The Annex Wealth Management Blog

Market Reacts To Trump Assassination Attempt | Coverage & Conversation From The RNC | This Week: Election Impact on 2025 - Taxes, Markets, and the Economy | Wealth Prompt: Election's Impact On Tax Policy | Graphonomics 14 Is Available!Week In ReviewMarket Reacts...

Conversation & Coverage From The RNC In The News | July 15-18, 2024 This past week, the national media spotlight was on Milwaukee, as the Republican National Convention took center stage just a few blocks from Annex Wealth Management's Pfister branch office. We...

Are We Ready For A Rate Cut? | Coverage & Conversation From The RNC | Watch Our Graphonomics 14 Video! | Wealth Prompt: Don't Invest Your Politics | Election Impact on 2025: Taxes, Markets, and the EconomyWeek In ReviewAre We Ready For A Rate Cut?PPI Numbers...

Hope you celebrate our freedom in your own special way. Whether it’s family, fishing or fireworks, we hope your holiday is safe and full of sunshine and love.Week In ReviewThe Economy Is Driving Votes; What Is The Fed’s Next Move?The economy is front and center in the...

Annex Wealth Management Names Jeff Pierce as New President & COO | PCE Indicates Cooling Inflation: Will The Fed Respond? | 6 Things You Might Not Want To Inherit | Take A Look At What We Have Coming Up This Summer...FeaturedAnnex Wealth Management Names Jeff...

Trillions & Trillions In Valuations - For How Long? | This Week! Understand Your WRS Pension Potential | Reimagining Retirement: Why Turning 65 Isn't What It Used To Be | Women & Wealth: An Evening Garden Tour | ICYMI: 8 Tips For Smarter Charitable GivingWeek...

CPI Cools - What Does That Mean For Prices? | This Week! Women & Wealth: Making The Most Of Medicare | Meet Anne & Brad | Ask Annex: Reducing My 401k Contribution Before Retirement, Millennials & Real Estate | Check Out Our Summer Events!Week In ReviewCPI...

Will We See A Rate Cut In 2024? | Wealth In Color: Exploring Instinctual Investment Patterns | Investment Intel: An In-Depth Brief On The Markets | 8 Tips For Smarter Charitable Giving | Download: Safeguarding Against Inflation | Grief In RetirementWeek In ReviewWill...

Personal Spending Declines As Growth Slows | New: Watch Our Graphonomics 13 Video! | Investigating Investment Myths | Part-Time Work Affecting Social Security | The SPY Rally | A Mystery Bank Wire | Women & Wealth In JuneWeek In ReviewPersonal Spending Declines As...

Remember & Honor: This Memorial Day, we remember the sacrifice of the men and women who gave their lives for our country. From all of us at Annex Wealth Management, thank you.This Memorial Day, we remember the sacrifice of the men and women who gave their lives...

Dow Touches 40K - Are Consumers Happy? | Safeguarding Against Inflation: Strategies You Can Use In An Environment With Elevated Inflation | Understand Your WRS Pension Potential | What Matters Most When Looking At 401k Returns | Mega Backdoors Roths | Commercial Paper...

Happy Mother's Day! | Consumer Sentiment Shrinks - Earnings Expectations Rise | Webinar: Investigating Bonds - Corporate vs. Munis | How To Look Confidently At Social Security's FutureWeek In ReviewConsumer Sentiment Shrinks – Earnings Expectations RiseConsumers are...

Signs The Economy Is Moving…Slowly | Start 2025 Tax Planning Now | Moving In Retirement Disagreements | Acorns For Kids | Types Of Standing Sell Orders | Investment Intel: An In Depth Brief on the Markets | 5/9/24 | New! Graphonomics 12 Now Available! | Visit our...

Financial News: The Good, The Bad, & The Ugly | Retirement Planning For Gen X | Ask Annex: Spousal Social Security Benefits | Comparing EPS Across Companies | 60/40 Back In Fashion | This Week: Webinar | Understand Your WRS Pension Potential | Visit our Resources...

Can We Trust China’s GDP Numbers? | Webinar: Understand Your WRS Pension Potential | We’ll Meet You Where You’re At | Visit our Resources & Research page! | Roth Conversions | Earnings Season | Planning For Reduced Work Hours | Graphonomics 11 Now Available!Week...

An Inflation Bounce | New Webinar! Understand Your WRS Pension Potential | No-Match 401(k)s | Individual Stocks In HSAs | Medicare | Is Gas A Threat To Spending? | Graphonomics 11 Now Available! | Visit our Resources & Research page!Week In ReviewAn Inflation...

Fed Governors Seem To Disagree | Graphonomics 11 Now Available! | Tax Paperwork | Selling Within An HSA | House Rich, Cash Poor | Single Stock ETFs | This Week:  Financial Planning In A Changing Tax World | Other April Events: Financial Literacy Month Webinar Series |...

Rate Cuts: Are We There Yet? | Happy Easter From All Of Us At Annex Wealth ManagementWeek In ReviewRate Cuts: Are We There Yet?Powell is willing to cut rates – but when and how many? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Visit our Resources...

What’s On The Horizon For Rate Cuts? | Cash Account Next Moves | Feeling Overexposed With A Single Stock | Shattering the Myth of the Glass Ceiling | Download Graphonomics 10! | Visit Our Resources & Research Page!Week In ReviewWhat’s On The Horizon For Rate...

Inflation Pops, Bonds Drop | Luck O' The Irish | Is Investing Like Stumbling Upon A Four-Leaf Clover? | Your Car Has A Big Mouth | Cars Reporting Hard Breaking And More To Interested Parties | Download Graphonomics 10! | Visit Our Resources & Research Page!Week In...

A Rally Begins Amid Election Year Drama | This Tuesday - Mercure & Spano | Graphonomics 10 | Maxing Out 401(k) | Investing In International Stocks | Old Stock Certificates Found | Election Year Investment Myths | Visit Our Resources & Research Page!Week In...

The Boom Continues | Hot Off The Press: Graphonomics 10 | AI Hype | Health Insurance After Retiring | Moving Cash Into S&P 500 Fund | The 4 Phases Of Retirement | The Value Of An Advisor | Visit Our Resources & Research Page!Week In ReviewThe Boom...

Something Old, Something New, Something Borrowed, Something Blue | Drawing On My IRAs? | Fund-Of-Funds | Frank Duke Method | Advanced Tax Strategies For Self-Employed Individuals | Graphonomics 9Week In ReviewSomething Old, Something New, Something Borrowed, Something...

Expectations, Reality, & Opportunity | 403(b) vs. 401(k) | 401(k) - Stay Or Leave? | I Bond Downsides To Consider | Consumers Hit The Pause Button | Data Is Out For Spending On Goods & Food Services Last Month | Graphonomics 9Week In ReviewExpectations,...

Pushback, Bellwethers & Deficits | The FIRE Movement | Market Neutral Stocks | Revocable Living Trusts | How To Lead Your Adult Children To Financial Independence | Graphonomics 9Week In ReviewPushback, Bellwethers & DeficitsThe S&P closed over 5,000 and...

Positive Jobs Report, Bad News For Interest Rates | HOT OFF THE PRESS! Graphonomics Volume 9 |​ Evaluating Indices | Home Value In Net Worth? | Mag 7 vs. FAANG | Why Buy 'A' Shares? | The High Cost Of Downsizing | Layoffs Are Not Cheap | ​Visit our Resources &...

Will There Be A Recession In 2024? | Indices To Follow | Consolidating 401(k)s | Low Risk Investments | Transitioning To Bonds | Inheriting Money: The Do's & Don'ts | Graphonomics 8 | Visit Our Resources & Research Page!Week In ReviewWill There Be A Recession...

Tech Pushes S&P 500 Above Previous Peak | Webinar: Cash On The Sidelines | ICYMI: Our Headquarters Move Is Complete! | Investing HSAs | Where Should My Money Go? | Rate Cuts | Moving Money As Rates Drop | Passion Assets | Graphonomics 8 | Visit Our Resources &...

Inflation Mixed Messages: CPI Hot, PPI Not | Roth IRA Vs. Pre-Tax 401(k) | Are I Bonds The Best Option? | Prioritizing Investments | Tomorrow Is A Market Holiday. What Does That Mean? | Graphonomics Volume 8Week In ReviewInflation Mixed Messages: CPI Hot, PPI NotThe...

Market Fails To Stage A Santa Claus Rally | Recent Tax Law Changes | Investments After IRA | 4% Withdrawal Rule | Value Traps | The Annex Charitable Foundation | Hot Off The Virtual Press! Graphonomics Volume 8Week In ReviewMarket Fails To Stage A Santa Claus...

Year In Review | Happy New Year From All Of Us At Annex Wealth Management! | Most-Watched Week In Review | Most-Watched Ask Annex | Most-Watched Video | Most-Read MoneyDoSpecial EditionYear In ReviewAnnex Wealth Management’s Dave Spano and Brian Jacobsen look back at...

The Santa Claus Rally Begins | Merry Christmas From All Of Us At Annex Wealth Management!Week In ReviewThe Santa Claus Rally BeginsThe Santa Claus Rally is real, and it could mean good things in January. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss...

Will The Fed Cut Rates? | Grandparents Funding 529s | Tax Advantages (ETFs vs. Mutual Funds) | Sell or Hold Stock? | Did You Know The Data Indicates That Women Are Less Confident Than Men When It Comes To Money? | GraphonomicsWeek In ReviewWill The Fed Cut Rates?It...

The Powell Pause: Will It Damage Or Refresh The Economy? | Investing Life Insurance | Are Fractional Shares A Fad? | How Many 529 Plans? | How Do You Spend Your Holiday Calories? | Graphonomics Volume 7Week In ReviewThe Powell Pause: Will It Damage Or Refresh The...

1. Will The Fed Reverse Course & Lower Rates In 2024? 2. Join Us! Moving In Retirement 3. Summer Internship Opportunities 4. How Do You Spend Your Holiday Calories? 5. 10 401(k) Things To Know 6. Get Your Tax-Smart Strategy Review Today!  7. Ask Annex: Quant Funds...

1. Inflation Appears To Be Cooling – Will It Continue? 2. From Our Family To Yours, Happy Thanksgiving!Week In Review Annex strongly believes in frequent and meaningful communication.  Each Friday after market close, our experts record the “Week In Review”- exclusive...

1. Earnings Reports & Is Funflation Over? 2. Jeopardy Recap | “Who Is…” 3. Annex’s Veterans On Staff. 4. UPDATE 5. Get Your Tax-Smart Strategy Review Today! 6. 60/40 Portfolio | …More Than The Fundamentals? | Employer Contributions & Savings Goals | Ask Us A...

1. The Powell Pause, Earnings & The Jobs Report. 2. Join Us! Are Annuities Worth It? 3. Naples Branch Open House! 4. It's Getting Too Expensive To Have Fun? 5. Review What You're Paying For Your Annuity. 6. Get Your Tax-Smart Strategy Review Today!  7. Retaining...

1. Winners, Losers & GDP. 2.Legendary Pfister Spirits. 3. Poll Response | Planning With Your Pet In Mind. 4. Avoid These Estate Planning Mistakes. 5. Get Your Tax-Smart Strategy Review Today! 6. Register Now For Event: MEQUON | Are Annuities Worth It?  7. Roth vs...

1. Treasury Yields Rise, Geopolitics Continue to Take Their Toll 2. October Is National Estate Planning Month 3. Poll | Is Your Pet Included In Your Estate Plan? 4. Take A Few Steps To Simplify Being An Executor Or Trustee. 5. Get Your Tax-Smart Strategy Review Today!...

1. The Potential Market Impact of Israel-Hamas War 2. Brian Jacobsen In The News! 3. Poll Response | Two Truths & A Lie. 4. Review Account Titles & Beneficiary Designations. 5. Get Your Tax-Smart Strategy Review Today! 6. Make Sure You Have Core Estate...

1. Don't Miss Out: Register For Final Navigating The Markets 2. Week In Review: Job Growth Remains Strong Despite Slowing Wage Growth 3. The Difference Maker Of The Game. 4. Annex Steals Second! 5. Poll: Two Truths & A Lie. 6. Make Sure You Have Core Estate...

1. Don't Miss Out: Register For Navigating The Markets 2. Interest Rates, Inflation & Q4 Prospects. 3. The Difference Maker Of The Game. 4. Annex Has A Certified Divorce Financial Analyst® On Our Team. 5. Poll Response: When Do You Do Your Charitable Giving? 6....

1. Don't Miss Out: Register For Navigating The Markets 2. Could The Fed Be Done Hiking? 3. CNBC: Brian Jacobsen, Annex Wealth Management's Chief Economist, Joins CNBC's 'Power Lunch'. 4. The Difference Maker Of The Game. 5. When Do You Do Your Charitable Giving? 6....

1. Fed Meeting Next Week, Not Expected To Raise Rates 2. How'd You Finance Your College Education? 3. Get Your Graphonomics: Volume 4. 4. The Difference Maker Of The Game. 5. Establish The Gift Of Education. 6. The 4% Rule | Liquidity | Tax Loss Harvesting | Keeping A...

1. Did The Fed Stick A Soft Landing? 2. How Much Do You Need To Retire? 3. The Difference Maker Of The Game. 4. Consider Your Options With Your Old 401(k). 5. Keeping Gifts Secret | HYSA | HSA For COBRA | Leftover In 529 | Is The Dollar Vanishing? | Ask Us A Question!...

1. Recent Jobs Report: Impact On Wages, Consumer Spending  2. Celebrating Labor Day.A weekly e-newsletter that delivers seven interesting investing and wealth management topics. While some financial professionals would rather have you in the dark about industry facts...

1. Interest Rates Will Remain High, We Are On Watch For A Credit Event 2. How Did You Finance Your College Education? 3. The Difference Maker Of The Game. 4. Considering A Power Of Attorney For Adult College Students. 5. 401(k) Loans | Investing In Fan Favorite...

1. Atlanta Fed Report: US Economy More Durable Than Expected 2. Where Are You Planning To Retire? 3. Get Your Graphonomics: Volume 3 4. Review Your Retirement Plan Contributions & Investments 5. Ask Us A Question! 6. “Change before you have to.” 7. Retirement:...

1. Inflation Lower, But Prices Continue To Creep Up 2. Where Are You Planning To Retire? 3. Get The Newest Version – Graphonomics: Volume 3 4. Consider How You’ll Spend Time in Retirement 5. AI Hype | Tracking Inflows | Comparisons | How Are REITs Doing? | Repaying...