Week In Review

A New Tech Bubble? This Looks Different

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Quarterly Performance Reviews Are Available!

Log into your BlackDiamond account to view your Q3 statement.

Read The Quarterly Planning Outlook!

This quarter’s Quarterly Planning Outlook recalls our last QPO, when we theorized what parts of The One Big Beautiful Bill Act (OBBBA) might become law and how those decisions might ultimately affect your financial plan. Now that the OBBBA has become law, we can speak with more clarity on what it means for you.

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Private Markets & Diversified Portfolios |  Wealthyist: The podcast that discusses the lifestyles, choices, and strategies of the wealthy.

In this episode, Annex Team Members Anthony Mlachnik and Brian Jacobsen focus on private investments and their role in a diversified portfolio.

OBBBA

Continued Information Surrounding The One Big Beautiful Bill Act

The Annex Team continues to research the impacts of The One Big Beautiful Bill Act and share what that means for you. Click the button if you would like to read, listen to, watch, or register for any of the many pieces the Annex Team has put together related The OBBBA.

Pieces include:

• Tax Changes After Passing Of The One Big Beautiful Bill
• Wealthyist: Impacts of the OBBBA on Business Planning Considerations
• Instant Insight: OBBBA & The Senior Deduction

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Think Twice Before Selling Assets In Retirement

Retirement is a catalyst for many important financial decisions – many of which require immediate action upon retirement. On the other hand, it may benefit you to wait and take your time when it comes to selling assets in retirement.

Want to hear more from our team?

Check out our SWOT podcast!

Members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats they see in the markets and economy.