1. How High Will The Fed Go? 2. How Do You Get Social? 3. Inside Annex: The Investment Committee 4. Info On The TD Ameritrade – Schwab Merger Is Now On Annex’s Client Center 5. Ask Us A Question! 6. “The value of an idea lies in the using of it.” 7. Two-Speed Economy: Are Consumers Running Out Of Economic Steam?
1 | Week In Review
A surprising jobs report indicates a tight employment market, which will prompt haws on the Fed committee to seek more rate hikes. While an increase at the end of July seems likely, how high will the Fed go with its rate increases? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
2 | Poll
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3 | Client Exclusive
Inside Annex: The Investment Committee
Ever wonder how the team behind your investments operates? Investment Team Manager, Matt Morzy, CFP® gives a look inside Annex Wealth Management’s Investment Committee.
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Info On The TD Ameritrade – Schwab Merger Is Now On Annex’s Client Center
If you have accounts open through TD Ameritrade and would like to reference the communications you’ve received from Annex without having to dig through your email, you can visit the Client Center on our website where all correspondence is now housed.
You can get to this information via the home page of the Client Center, or by clicking here!
If you still find you have questions, please reach out to your Wealth Manager or Client Service Manager.
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5 | Ask Annex
Ask Us A Question!
6 | Quote of the Week
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Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.
BROWSE EVENTS →
Start the week off with insight and perspective from members of the Annex Wealth Management Investment Committee.
