How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

Welcome To The Mid-Term Election Economy | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Tune Into Annex On The Radio! | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth | Annex University: Advanced Estate Planning | WEBINAR | February 18

Why Gold Demand Is Likely To Stay Strong | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth | 2026 Asset Almanac Now Available! | Navigating The Markets with Special Guest Mark Tauscher | Digital Armor: Strategies for Online Fraud Protection | February 11

A New Fed Chair – A New Fed Policy On Fed Balance Sheet? | Quarterly Performance Reports Are Available | Estate Planning Basics | February 3 | Advanced Estate Planning | February 18 | Money & Family: Expert Tips For Awkward Conversations | How Do Donor Advised Funds (DAFs) Work? | When Slowing and Growing Don’t Mix | Read This Week’s Macro & Market Musings

Could The US Economy Echo Japan’s Demise? | Family Caregivers: Don’t Miss Out On Important Tax Benefits | Instant Insight: The Fed & The Markets | WEBINAR | January 28 | Dynasty 529 Plans & Other 529 Concepts With Khaleel Ali from Edvest | Listen to Wealthyist! | Want to hear more from our team? Check out our SWOT podcast!

Market Rotation Hints At Optimism For Main Street | THIS WEEK | Selling A Business: Where To Start | WEBINAR | Perspectives, Policies, & Positioning Recording Available | PFISTER | Navigating the Markets 2026 & Beyond | January 21 | How Does The US Federal Gift Tax Work? | The Real Psychology of Wealthy Home Design | Wealthyist | Read Macro & Market Musings! Each week Annex Wealth Management’s Dr. Brian Jacobsen shares his brief observations on the markets and economy.

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro & Market Musings! | 401k Use Hits New High | Introducing The Annex Asset Almanac!Week In ReviewMarkets Trying To...

Is That Stagflation Ahead? | Does The Corporate Transparency Act Apply To You? | Consolidating Retirement Accounts | Target Date Funds Nearing Retirement | 23andMe Bankruptcy: Delete Your Data Before It's Sold | Asset Rich, Cash Poor: Unlocking Wealth | Introducing...

They Might Get Transitory Right, This Time | Early 2025 Volatility | Introducing The Annex Asset Almanac! | Annex University: Long-Term Care Basics | Short Selling: How Does It Work? | Does The Corporate Transparency Act Apply To You? Week In ReviewThey Might Get...

The US Political Divide & Consumer Sentiment | Planning For & Understanding The Value Of Passion Assets | Women & Wealth: An Evening Of Passion Assets & Wine Tasting | How Do I Avoid Bumpy Markets During Retirement? | Tariffs: How They Could Affect...