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Healthcare sector growth, consumer spending and GDP, and how it helps assist the clients of Annex Wealth Management.

Hosted by Joe Krauss, check out what Brian Jacobsen and Michael Kirk, have to say about it on this SWOT Spotlight.

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

The United Arab Emirates (UAE) decided they were going to leave the Organization of the Petroleum Exporting Countries (OPEC). Why did this happen? Hear what Chief Economic Strategist, Brian Jacobsen, has to say.

Check out Sales Director Evan Rossiter from Jet OUT and our Senior Wealth Advisor Anthony D. Mlachnik, MBA, CIMA®, BFA® as they talk about the growth of private aviation and compare commercial versus private flying. ✈️

Intel stock opened up 25% Friday. Let’s talk CPUs, GPUs, what’s a “Wintel?” and more. Check out what Brian Jacobsen and CEO Dave Spano have to say about it. #annexwealth #feeonly #fiduciary #intel #cpu #gpu

Check out Sales Director Evan Rossiter from Jet OUT and our Senior Wealth Advisor Anthony D. Mlachnik as they talk about how jet co-ownership could be and has been used as a networking tool for businesspeople. ✈️

Check out Sales Director Evan Rossiter from Jet OUT and our Senior Wealth Advisor Anthony D. Mlachnik as they talk about how jet co-ownership could potentially affect time saving, stress reduction, and current events like TSA disruptions in commercial flights. ✈️

Listen here: https://hubs.ly/Q04cQxRN0

Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

Fracking & Crude Oil Exports. Hear what CEO Dave Spano and Chief Economic Strategist Brian Jacobsen have to say. #annexwealth #feeonly #fiduciary #crudeoil #fracking