Week In Review
While there is a marked earnings slow down, it’s not uniform – with plenty of companies still beating expectations. The August 1st tariff deadline approaches – what’s the effect on the US dollar? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
JUST ANNOUNCED: How OBBBA Might Change Your Obamacare
Many Americans are currently on ACA (sometimes known as Obamacare) or planning on using ACA as part of their retirement plan. Congress just passed a spending bill – the OBBBA (or ‘The One Big Beautiful Bill Act’) which could have huge implications for ACA. How will your retirement planning and healthcare planning change? How might your retirement planning and healthcare planning change? Join us for this informative, interactive web event to find out.
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Listen To Wealthyist! The podcast that discusses the lifestyles, choices, and strategies of the wealthy.
Fine Wines And How To Get Started: An Interview With Ben Christiansen From Waterford Wine
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Events
This Week | Instant Insight: The Fed & The Markets
Hear how Annex reacts to the Federal Open Market Committee’s rate decision on July 30th.
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Macro & Market Musings: Our Weekly Insights
- Growth: The AI-A-Team
- Inflation: A Time Of Testing
- Policy: Will They, Not Should They
- Looking Ahead: When A Crowd Becomes A Mob
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In Case You Missed It
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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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!
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