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1 | Week In Review
Annex strongly believes in frequent and meaningful communication.
Each Friday after market close, our experts record the “Week In Review”- exclusive insights to help you stay on top of the latest financial news.
Annex Wealth Management’s Brian Jacobsen discusses the reactionary moves in the markets as the war between Israel and Hamas continues, and what we’re watching for moving forward.
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2 | Did You Know?
Behind the scenes information to help you get to know more about Annex Wealth Management.
Brian Jacobsen In The News!
Did you know Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, Chief Economist of Annex Wealth Management, has made multiple appearances nationally on networks like CNBC, Yahoo Finance, Fox Business News & Bloomberg?
Did you know Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, Chief Economist of Annex Wealth Management, has made multiple appearances nationally on networks like CNBC, Yahoo Finance, Fox Business News & Bloomberg?
An accomplished writer and speaker, Brian’s perspective and expertise have been featured nationally on networks like CNBC, Yahoo! & Bloomberg. In addition to appearances, he continues to be quoted in publications in the Wall Street Journal & Reuters among many others (Source).
As Chief Economist, Brian provides insight and leadership to Annex’s clients and its Investment Committee, which guides client portfolio construction and investment philosophy. Brian also records Annex’s weekly “Know the Difference Minute,” and the Economic and Market Discussion on WHBY, WISN, and WTMJ radio stations.
Brian scored an academic hat-trick by attending the big three universities in Wisconsin, earning a Bachelor’s Degree in Finance from the University of Wisconsin-Madison, a Ph.D. in Economics from the University of Wisconsin-Milwaukee, and a law degree from Marquette University Law School.
Before working at Annex Wealth Management, Brian worked as a Senior Investment Strategist and as a Chief Portfolio Strategist. He was also an associate professor at Wisconsin Lutheran College. In his spare time, Brian is an Instructor of Practice at Marquette University (Source).
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3 | Know The Difference
Hot topics, fresh stories and useful information; all in 60 seconds.
Unprecedented AND Bad? | The Word “Unprecedented” Has Been Used A Lot Over The Last Few Years.
It’s probably been abused as well. Most people use it to instill fear in readers or hearers. It’s almost as though it’s come to mean, “This has never happened before so it will end badly.”
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4 | What’s Playing
Broadcasts from our radio shows and videos from our YouTube channel to educate on comprehensive wealth management planning, including investment, estate, tax & retirement planning.
8 Ways To Help Your Grandchildren With College Expenses.
Thinking of helping your grandchildren pay for college? Deanne Phillips, CFP®, CDFA®, ABFPsm discusses the pros and cons of several options.
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5 | Poll Response
We want to know what you think! Each week we’ll ask for your thoughts and opinions on various subjects to gain a look into the people around you and of other readers in the Annex community.
Get the results from last week’s pop quiz: Two Truths & A Lie.
The results are in from last week’s pop quiz on Medicare:
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- 9% Medicare is the federal health insurance program for people who are 65 or older.
- 11% Medicare is composed of Part A, Part B Part C (Medicare Advantage) & Part D.
- 80% Medicare open enrollment is year-round.
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80% of you were able to spot the lie above; Medicare enrollment is open year-round.
The Medicare open enrollment period is now open and runs from October 15th to December 7 (Source). During this period there are four specific actions you can take:
1. You can join, drop, or switch to another Medicare Advantage Plan or add or drop drug coverage.
2. Switch from Original Medicare to a Medicare Advantage Plan.
3. Join a Medicare drug plan if you’re in Original Medicare.
4. Switch from one Medicare drug plan to another if you’re in Original Medicare.
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6 | Client Exclusive
Tips, strategies & information written exclusively for Annex clients.
Third Quarter Recap & End-Of-Year Outlook
In case you missed it, Annex Wealth Management’s Quarterly Investment Outlook was emailed out to all clients the first week of October. Included with the QIO was a commentary on the past quarter, which includes our investment- related thoughts looking ahead.
In addition, we’ve created a video to help you learn more about the factors and philosophies guiding our current positions and your portfolio. Consider it a companion piece to the QIO, an in-depth discussion between Annex Wealth Management’s President & CEO and Chief Economist.
In their discussion, Dave Spano and Brian Jacobsen review what we’ve seen in the economy and around the world, and how those events have had an impact on the decisions made by the Annex Investment committee.
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7 | The Annex Wealth Management SWOT Podcast
Each week, members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats of the markets and economy. Go deep and listen to the team talk through what’s helping guide their decisions.
| Annex In Action
The Annex team regularly seeks out opportunities to support and participate in events throughout the community.
Annex Wealth Management expressed our heartfelt appreciation for the efforts provided by the Appleton Police Department and neighborhood watch captains in the Appleton area during National Night Out by hosting them at our Appleton office for an Appreciation Luncheon.
National Night Out is an annual community-building campaign that promotes police-community partnerships to enhance relationships under positive circumstances.
National Night Out has initiated the community partnership between Appleton Police Department and Annext to see how Annex can come alongside a critical and key member of our community. We are looking forward to continuing to work with APD to expand the connection and visibility of Annex in northeast Wisconsin through additional opportunities in the future.
| Events & Webinars
Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.
WHY WE WALK
Thank you for helping us reach our fundraising goal! Together we can make a difference in the lives of those affected by ALS. Our team is committed to raising money to support people in our community with ALS and spread awareness of the urgency to find treatments and a cure. Please consider joining our team in the Walk to Defeat ALS® or choose a team member from the list and donate to our cause.
WHY WE NEED YOUR HELP
Every 90 minutes a person in this country is diagnosed with ALS and every 90 minutes another person will lose their battle against this disease. ALS occurs throughout the world with no racial, ethnic, or socioeconomic boundaries.
That’s why we’re participating in the Walk to Defeat ALS. To bring hope. To raise awareness. To provide resources and services to families free of charge. To help unlock the mystery of ALS and find the key to treatments a cure. Will you join us?
ABOUT ALS
Amyotrophic lateral sclerosis (ALS) is a progressive, fatal neuromuscular disease that slowly robs the body of its ability to walk, speak, swallow and breathe. The life expectancy of a person with ALS averages 2 to 5 years from the time of diagnosis.
ALS can strike anyone. Presently there is no known cause of the disease, yet it still costs loved ones an average of $250,000 a year to provide the care people living with ALS and their families need. Join the movement to provide help and hope today!
Annex Wealth Management Elm Grove Office | 12700 W Bluemound Rd, Elm Grove, WI
A beginner’s guide to planning and preparing for the unexpected! We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”
Thursday, October 19, 2023
6:00 PM – 8:00 PM CST
Annex Wealth Management Mequon Office | 12200 Corporate Parkway, Mequon, WI
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.
Tuesday, November 7, 2023
6:00 PM – 7:30 PM CST
NAPLES | Treatment Of QDRO Distributions Post-Divorce
Shula’s Steak House | 5111 Tamiami Trail North
In this CLE credit event, we’ll discuss specific uses of QDROs, their structure, and specific issues you may face when working on them.
The presentation will also review follow-through recommendations for the non-participant spouse, as well as issues to consider and the additional needs of the alternate payee.
We’ll also consider matching the A/P’s financial needs to types of investments, and what to expect.
**This event is for attorneys looking to earn 1.5 hours of CLE credit.**
Lunch is provided.
Tuesday, November 14, 2023
11:00 AM – 1:00 PM EST
M Waterfront Grille | 4300 Gulf Shore Blvd N
Navigating The Markets: Strategies In An Ever-changing Tax Environment
As rates, inflation, and the dollar fluctuate, have you calibrated your financial plan, including how your tax and wealth transfer planning?
In this interactive presentation, Amy Kiiskila, JD, CFP®, CPA, CLU® and Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE will provide an economic and market update – and present planning scenarios while discussing strategies that address key concerns, like cash management and charitable planning.
Lunch is provided.
Wednesday, November 15, 2023
12:00 PM – 1:30 PM EST
Annex Wealth Management Naples Branch | 4901 Tamiami Trail North
Our Naples branch has a new home! If you’re in the Naples area, come check it out and join us! Food & Drink will be provided!
Thursday, November 16, 2023
2:00 PM – 5:00 PM EST
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