Week In Review

Earnings, The Fed, Tariffs, & Geopolitical News

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Trump’s new big announcement on India tariffs, as well as the likelihood of a September rate cut.

Featured

Read this week’s Macro & Market Musings!

Published each Friday by Chief Economist Brian Jacobsen.

Wealthyist

“Your Plan Starts By Knowing Your Purpose”

Listen to Annex Private Client’s Brian Lamborne and Anthony Mlachnik on Wealthyist. Their discussion centers on the importance of tax-aware investing, which involves aligning estate planning, investments, and tax strategies to optimize client outcomes.

OBBBA

Keep Up To Date With The One Big Beautiful Bill

Our team of experts has spent countless hours reading and deciphering the OBBB, allowing us to provide our commentary straight to you. Check out our page of content to learn more, and to also register for our upcoming OBBB-focused events!

Just For Clients

Stay Sharp: Why Financial Fraud Awareness Matters

In today’s world, financial scams are becoming more sophisticated than ever—targeting individuals and organizations alike. From tech, real estate, and investment fraud to romance and lottery schemes, bad actors are constantly evolving their tactics. Staying informed and vigilant is your best defense. You are strongly encouraged to view the valuable resources from Schwab and Fidelity to help keep you informed. 

By recognizing red flags, verifying sources, and reporting suspicious activity, you help protect not only your own assets but also contribute to a safer financial environment for everyone. 

Annex University

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!