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Week In Review

Markets Trying To Understand What’s Next

Two types of tariffs, future negotiations, uncertainties, have all contributed to market volatility. Some experts aren’t sure if immediate inflation caused by tariffs will lead to persistent inflation. It can make some investors uneasy. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

In Case You Missed It

Client Exclusive Market Update

On Wednesday, April 3rd, Annex clients received communication containing a discussion between CEO Dave Spano and Chief Economist Dr. Brian Jacobsen in response to market news.

Poll

How Did You Fare in the Retirement Transition Game?

Retirement’s a big shift—some glide into it like pros, others stumble a bit. Tell us how it went for you!

How tricky was it to switch from work mode to retirement mode?*
- Smooth as butter—I was born for this!
- A little bumpy, but I got the hang of it.
- Tougher than I expected—I’m still figuring it out.
- Help! I’m lost without a 9-to-5!
How long did it take you to feel “at home” in retirement?*
- Day 1—I popped the champagne and never looked back.
- A few months—had to dust off some hobbies first.
- A year or two—turns out I’m not great at relaxing.
- Still counting the days—I miss my old routine.
Any retirement regrets you’d confess over coffee?*
- Nope—I’m living my best life.
- I wish I’d planned more fun stuff sooner.
- Should’ve ditched the alarm clock faster.
- I regret not retiring earlier—what was I waiting for?
What surprised you most about retirement life?*
- How much I love doing absolutely nothing.
- Turns out I’m terrible at keeping a schedule-free day.
- I actually miss my annoying coworkers (a little).
- All this free time—and I still can’t find my keys!
Who (or what) helped you adjust the most?*
- My spouse—they dragged me into retirement bliss.
- My pet—best retirement coach ever.
- A new hobby—it gave me purpose.
- Trial and error—I’m still learning on the job!
6. Bonus: What’s your retirement MVP (Most Valuable Part)?*
e.g., “Naps,” “Grandkids,” “Golf”
Your Age Range*
- 18 - 29
- 30 - 39
- 40 - 49
- 50 - 59
- 60 - 69
- Over 70
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Featured

Read Macro & Market Musings!

Each week, Annex Wealth Management’s Chief Economist shares his observations and insights about the markets and the economy. Check out Macro & Market Musings on the Annex blog, posted weekly!

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401(k) Use Hits New High

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Introducing The Annex Asset Almanac!

Read a story of aligning portfolios to a financial plan and risk tolerance through the tools of diversification and patience.

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