Week In Review

Can We Trust China’s GDP Numbers?

The Bull Market stumbles, World Banks actions may be strengthening the dollar, and can we trust China’s growth? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Client Exclusive

Quarterly Performance Reports Are Available To View!

You can now log into Black Diamond to view your Q1 QPR. If you still receive paper statements, you’ll receive it in the mail this week.

Please reach out to your Wealth Manager or Client Service Manager if you have any questions. Thank you!

Events

This Week: Advanced Estate Planning Concepts

Join us on Tuesday for this client-exclusive webinar, where members of the Annex Team will discuss advanced estate planning strategies and administration.

Ask Annex

Roth Conversions | Earnings Season | Planning For Reduced Work Hours

Events

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.

Events & Webinars

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