Week In Review

April 2 Might Be Huge

The impact of tariffs – and the threat of tariffs – is touching the markets, and prices. Some analysts look to April 2nd to learn how trade will be affected. What happens April 2nd? Annex Wealth Management’s Brian Jacobsen and Dave Spano discuss.

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Tariffs And My Portfolio | Spendthrift Trusts

Events

WTMJ Webinar | Tariffs: How They Could Affect Portfolios

Join us on Tuesday for this informative webinar. Annex Wealth Management’s Dave Spano and Brian Jacobsen will be joined by WTMJ’s Steve Scaffidi to discuss the effect of tariffs and take your questions.

Just For Clients

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.

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Saving The Family Cottage

For many, some of our best memories is at the summer place. Could be a family cottage, lake house, or cabin. Those places are near and dear to us, and often, there is a strong desire to keep those special places in the family. It’s easier said than done. When the time comes to assign new ownership and responsibility, good planning pays off.

Get Annex Education On Demand!

Visit the Client Center to view on-demand recordings of common topics, from Social Security Basics to Tips For Smarter Charitable Giving, and more!