Annex Wealth Management Insights Archive
How To Spend Money In Retirement
https://youtu.be/025ZXvYbxN0?si=4ctsaoqRPl_aZKwh Annex Wealth Management's Michael Kirk, CFP® is here to discuss retirement spending, financial confidence, and creating a “living legacy.” Many retirees have trouble spending money even when their financial plan shows...
4M: Monthly Macro & Market Musings: Cross Currents
Written by: Brian Jacobsen PhD, JD, CFA®, CFP®, CAIA, CBE | Chief Economic StrategistOctober 1, 2026 (data and market prices through September 30) On September 16, the Federal Reserve raised interest rates for the first time in more than three years. History says the...
Happy Retirement Keith Butler! | How To Retire With Confidence
https://youtu.be/qT1kzH1KiYg Keith Butler, JD, a Senior Wealth Manager at Annex Wealth Management, reflects on his upcoming retirement after a long career helping clients prepare for theirs. His main lessons are: Confidence...
Wealthyist E77 | Selling Your Business: Is Your Company Worth What You Think? Don’t Be Surprised
Most owners know they should have an exit plan. Fewer than half do, usually because they do not know where to start. Brian Lambourne talks with Amy Kiiskila, Director of Wealth Strategies for Annex Private Client, about the do’s and don’ts of selling a business. The...
Past Webinar – Instant Insight: Jobs & The Economic Outlook | 10/2/26
Brian Jacobsen, chief economic strategist at Annex Wealth Management, and wealth manager Kent Halleen discuss the latest jobs report and its implications for the economy. They analyze key metrics including the increase of 29,000 in non-farm payroll employment for...
Week Ending 10/3: Bond Selloff Might Mean Its Time To Reallocate
The economy is still showing signs of growth - and some signs that inflation will go down. As bond yields edge closer to equity yields, investors might want to consider what is in their portfolio. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss....
Macro & Market Musings | 10/2/26
Comments based on information available as of 7:50 a.m. CT on October 2, 2026. Growth: Taking Growth for Granted We're almost getting numb to economic strength where an OK, but not great jobs report sounds horrible. Nonfarm payroll employment in September rose only...
SWOT Podcast – Monday, September 28. The Mega-IPO Wave for AI.
Associate research analyst Mark Schaefer joined the episode to walk through strengths, weaknesses, opportunities, and threats.StrengthsCorporate earnings are very strong. About 86% of S&P 500 companies beat Q2 estimates — the highest share since Q2 2021 — and...
Wealthyist E77 | 2026 Year-End Tax Planning: The Sunset That Never Came
This week on Wealthyist, Kent Haleen sits down with Jenny Jesse, manager of Annex’s financial planning team and lead author of the firm’s year-end guide, Turning the Page on 2026. Jenny traces her path from intern to planning lead and gets to the point: OBBBA locked...
Week Ending 9/26: Consumer Sentiment Is Down. Why Is Consumer Spending Still Increasing?
The 30 Year Treasury went up, and rates are rising as consumer sentiment falls. Why are consumers spending more? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. https://youtu.be/knpygOTmU6U?si=fmoUJfRP9tScFiUw