Week In Review

An Inflation Bounce

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss this week’s CPI report and the recent geopolitical news.

Client Exclusive

2024 First Quarter Recap & Second Quarter Outlook

In case you missed it, Annex Wealth Management’s Quarterly Investment Outlook was emailed out to all clients the last week. Included with the QIO was a commentary on the past quarter, which includes our investment-related thoughts looking ahead.

New Webinar!

Understand Your WRS Pension Potential

Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan?

Join us April 30th as Annex Wealth Management’s Eric Strom and WTMJ’s Steve Scaffidi walk through how to look at your statement and answer your questions.

Ask Annex

No-Match 401(k)s | Individual Stocks In HSAs | Medicare | Is Gas A Threat To Spending?

Events & Webinars

Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.