1. Interest Rates Will Remain High, We Are On Watch For A Credit Event 2. How Much Student Debt Are You Carrying? 3. The Difference Maker Of The Game. 4. Inevitable Versus Imminent? 5. 401k Loans | Investing In Fan Favorite Companies | S&P 500. 6. “Education Is The One Thing That No One Can Take Away From You.” 7. Financial Planning For Gen Z.
1 | Week In Review
Annex Wealth Management’s Dave Spano and Derek Felske discuss the Jackson Hole Fed meeting, interest rates, and the possibility of a credit event.
2 | Poll
As anticipation of another school year is building with September just around the corner, so is the repayment of student loans. The U.S. Department of Education’s COVID-19 relief for student loan forbearance program is ending soon with interest resuming on September 1, 2023, and payments activating with a due date beginning in October 2023.
We want to know: How much student debt are you currently carrying?
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4 | Did You Know?
Inevitable Versus Imminent
Unlike paying taxes where there is a deadline, the economy does not obey the clock. Something can be inevitable without being imminent, or likely to happen immediately. For more, listen below to the Know The Difference™️ Minute with Chief Economist, Brian Jacobsen.
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5 | Ask Annex
Annex Wealth Management’s Sarah Kyle and Matthew Morzy, CFP® answer several Ask Annex questions.
Do you have a question for Annex Wealth Management? Drop it here.
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6 | Quote of the Week
As schools are returning back in session for a new year of learning, be sure to remember that the education you’ve earned can enhance your skills and provide a story about your past. It is the one valued treasure that cannot be taken away from you. You invested in you.
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Did you know many Gen Z’ers (currently 10-25 years old) find it daunting to think about saving, investing and planning for their retirement? Many Gen Z’ers are looking for that instant gratification that can come from spending money now and are not focusing on the bigger picture of their future.
Please click below to join Financial Planning Specialist, Jenny Jesse, CFP, as she discusses five things her fellow Gen Z’ers can do to avoid getting caught up in current financial fads and ways you can educate the Gen Z’ers in your life to get their financial planning habits in order now. In addition, be sure to connect with a Wealth Manager at Annex, to lead by example for the Gen Z’ers in your life.
Refresh Your Financial Future. Calibrate Your Financial Plan.
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Annex In Action
Annex Wealth Management had the privilege of partnering with BizTimes Media for their Women in Business Symposium, hosted this past week at the Brookfield Conference Center. The theme for this year was “What Do I Need Right Now?”
This special event provided opportunities for women to network, spark fruitful conversations, and learn important skills to encourage growth in their fields.
We were fortunate to have ten powerful Annex women attend the sold-out symposium. We look forward to attending more events like this in the future!
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Events & Webinars
Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.
Join us in September for our upcoming event at our Elm Grove office: Are Annuities Worth It?
Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls? Annex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.
BROWSE EVENTS →
The Annex Wealth Management SWOT Podcast
Start the week off with insight and perspective from members of the Annex Wealth Management Investment Committee.
This Week’s Focus: Solid portfolio construction manages volatility while the problems with China’s economy have the potential to spread wider. Opportunities exist via active management while threats include the effect of quantitative tightening.
