Week In Review

An Inflation Data Deluge

It was a big week for inflation data with the release of new Consumer Price Index, Producer Price Index, and Import Price Index numbers. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

THIS WEEK | Women & Wealth: Women’s Guide to Preparing for the Unexpected

A comprehensive guide to planning and preparing for the unexpected!

We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”

Watch

Good Idea or Bad Idea: 401(k)s As Emergency Funds

Americans are increasingly using 401ks as emergency funds – but is this really a good idea? Annex Wealth Management’s Director of Retirement Plan Services, Tom Parks, AIF®, CRPS® weighs in.

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. 

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!

In Case You Missed It

Instant Insight: OBBBA & Education Planning | 8/14/25

Instant Insight: Inflation Trends | 8/12/25

Instant Insight: OBBBA & Roth Conversion | 8/11/25