1. Earnings Season Shows Resilient Consumer & Jobs Market 2. When Do You Do Your Mid-Year Tax Planning? 3. Q2 Quarterly Performance Reports Are Now Available 4. We’re Back In The ‘Burg 5. Ask Us A Question! 6. “You are never too old to set a new goal or dream a new dream.” 7. The Conference Board Just Released Its Leading Economic Index For June
1 | Week In Review
What is the current state of the economy and where might it be heading? Annex Wealth Management’s Mark Beck and Brian Jacobsen discuss.
2 | Poll Recap
Last week we asked Axiom readers to tell us when they do their mid-year tax planning, if they do it at all!
The results of just whether or not folks even do mid-year tax planning was just about split down the middle, with 48% who do and 52% who don’t.
Of the 48% who take the time to assess their tax plans during the middle of the year, July was the most popular month, followed by August and then June.
There are quite a few reasons why it’s a good idea to consider mid-year tax planning. Recently we had Wealth Strategist and Estate Planning Attorney Amy Kiiskila, JD, CFP®, CPA, CLU® join Danny Clayton in the radio studio to talk about what steps individuals can take when it comes to mid-year tax planning.
Have a listen!
Mid-Year Tax Planning
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3 | Client Exclusive – ICYMI
Q2 Quarterly Performance Reports Are Now Available
Thank you for continuing to choose Annex Wealth Management as your partner to help you achieve your financial goals. We appreciate your continued trust as we look towards the future. Your Second Quarter 2023 Quarterly Performance Report is now available in the vault within your Black Diamond portal.
Our Investment Committee put together a Quarterly Investment Outlook (QIO), which is our commentary on the past quarter, and our investment-related thoughts for the second half of 2023. President & CEO Dave Spano and Chief Economist Brian Jacobsen also provided additional commentary for the QIO, which breaks down our views even more.
If you have any questions on your Quarterly Performance Report or the Quarterly Investment Outlook, please reach out to your Wealth Manager or Client Service Manager.
VIEW THE QUARTERLY INVESTMENT OUTLOOK
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We’re Back In The ‘Burg
Did you know that Annex is the presenting sponsor for the Summer Sounds Music Series in Cedarburg?
Each Friday night in the summer, hundreds of folks come together at Cedar Creek Park for food, drinks, fun, and, of course, live music!
Before the main act performs, the Annex team presents a selected member of the community with the “Difference Maker Of The Week” honors, showcasing the impact they’ve made through their work.
Join us every Friday, for an experience like no other. Keep scrolling to check out the lineup of remaining artists.
See you there!
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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.
