Week In Review

The US Political Divide & Consumer Sentiment

Annex Wealth Management’s Brian Jacobsen talks volatility, consumer sentiment, retail reports, & the wealth effect.

Passion Assets

Planning For & Understanding The Value Of Passion Assets

A car collection. Art collection. Wine collection. Along the way in the thing called life, we collect things that have value that aren’t necessarily in the category of investments like stocks, bonds, mutual funds, property, etc. They are Passion Assets. It can be complicated—unless you’re working with a team who understands them.

Women & Wealth | An Evening Of Passion Assets & Wine Tasting

Come to our Brookfield Headquarters for this workshop focusing on passion assets and giving ideas on divesting ourselves of our beloved objects in a manner that we can handle. Join speakers from Annex Wealth Management as they present on this informational topic along with a wine tasting hosted by a local sommelier.

Ask Annex

“How Do I Avoid Bumpy Markets During Retirement?”

In Case You Missed It

Tariffs: How They Could Affect Portfolios

Listen to Annex CEO Dave Spano and Chief Economist discuss with WTMJ’s Steve Scaffidi what tariffs are, how are they implemented, what sectors of the economy could benefit if they’re put in place, and more.

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.

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!