Week In Review

More Signs Of Growth

Earnings season has begun, and while it appears growth is underperforming Q1, it remains positive – and seems to be showing signs of continuing. Annex Wealth Management’s Brian Jacobsen & Danny Clayton discuss.

Watch

We’d like to introduce the newest member of the Annex Private Client Team, Anthony Mlachnik, MBA, CIMA®, BFA! Hear from Anthony in an Annex-exclusive interview, where he shares his perspective on retirement planning as someone with both decades of experience – and the fresh eyes of a brand-new teammate:

Just For Clients

Q2 Quarterly Performance Reviews Are Available!

Log into your Black Diamond account to view your Q2 QPR online:

Mid-2025 Investment Review & Outlook

Read the Quarterly Investment Outlook, written by the Annex Investment Team for our clients:

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.

Featured

READ | Tax Changes After Passing Of The One Big Beautiful Bill.

This piece includes a summary and history of The OBBB as well as an outline of changes made, particularly when it comes to taxes.

LISTEN | Wealthyist: The “One Big Beautiful Bill” – What Changed? What Didn’t?

WATCH | The Big Beautiful Bill: Impact On Your Taxes & Retirement

WATCH | The One Big Beautiful Bill: What Business Owners Need to Know

REGISTER | WEBINAR THIS WEEK | 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.

Events

Annex University: Social Security Basics

If you have not yet begun to collect Social Security, this informative, client-exclusive session is for you.

Annex helps people in all stages of life.

Do you know someone looking to sell their business? Have them hear how we can help: