Week In Review
President Trump got Congress to meet deadlines – the Big Beautiful Bill passed. The Fed does not seem to be as predictable with its actions. Will the Fed lower rates in July? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Just For Clients
Mid-2025 Investment Review & Outlook
We’ve officially passed the halfway mark of 2025! Read the Quarterly Investment Outlook, written by the Annex Investment Team for our clients.
READ QIO →
To supplement this version of the QIO, we’re hosting by a client-only webinar on July 23rd, where Annex CEO, Dave Spano, CFP®, CEO, and Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE will discuss what their thoughts and answer your questions related to the information shared.
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Events
What The Big Beautiful Bill Means For Your Taxes & Retirement
The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving.
In our first webinar, we answered your questions and touched on many of the upcoming changes you might experience. We’ll revisit some key points from our first presentation, talk through the questions we’ve received, and field your concerns.
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Missed the first webinar on the OBBB? You can view it on our website!
WATCH WEBINAR 1 →
Watch
Estate Planning For Blended Families
Events
Annex University: Social Security Basics
If you have not yet begun to collect Social Security, this informative, client-exclusive session is for you.
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