Week In Review

Chinese AI Announcement Rocks Markets

Tech stumbled this week on news that the Chinese may have developed a far more efficient AI tool. Meanwhile, the Fed indicated it may not touch rates. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Just For Clients

Correction In Our Quarterly Investment Outlook

We discovered an error in the Q1 Quarterly Investment Outlook we published in January. On page 5, under “Corporate Tax Rate,” the graph should read “No change” instead of “Reverts to graduated rates, with a top rate of 35%”. We regret the error.

Taxes

Where Are My Tax Documents?

It’s 2025, and tax prep is in full swing! Your custodian will gather all the required data from all fund companies and create your 1099 statements. A 1099 statement is generated if you have one of the following: sales proceeds in a non-qualified account, or a distribution from a qualified account (IRA). For more information, please visit the Client Center of the Annex website.

Events

THIS WEEK | Estate Planning Basics

Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general concepts.

Client Center

Get Annex Education On Demand!

Can’t make it to one of our live webinars? Visit the Client Center to view on-demand recordings of common topics, from Estate Planning Basics to Understanding 529 Plans, and more!