Week In Review

Things seem to be disagreeing: Beige book data seems to disagree with the “hard” consumer data. After the Fed cut rates by 50 basis points, the rate on an average home loan has increased. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

In Case You Missed It

Politics, Planning, & Portfolios: An Election Impact Preview

Thank you to everyone who joined us at the Elm Grove Woman’s Club last Wednesday for an evening of discussion surrounding the upcoming election! If you liked what you heard, or weren’t able to attend this event, we have a post-election event planned for Tuesday, November 12th at the same location. We hope you can attend!

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Events

Get Annex Education On Demand!

Visit the Client Center to view on-demand recordings of common topics, from Estate Planning Basics to Understanding 529 Plans, and more!

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Wealth Prompt: Consumer Sentiment vs. The Market

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Does The Corporate Transparency Act Apply To You?

There’s a deadline coming up – read what we have to say about it!

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