Week In Review

Polymarkets Makes Its Way Into Reporting

In a week of conflicting consumer data, Polymarkets has posted high odds of a rate cut. Reporting – including some major news outlets – has begun using Polymarkets as a data point. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss

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Macro & Market Musings

Icy Conditions, Indigestion, Worst Kept Secret, & Follow The Money

Read Chief Economic Strategist Brian Jacobsen’s most recent comments on growth, inflation, policy, and looking ahead in the markets!

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A Holiday-Themed Women & Wealth

Women, Wealth & Investing With Confidence  | December 18 @ 6 PM CT

Empower yourself with the knowledge and skills to take control of your financial future in our “Investing with Confidence” workshop. This session is designed to address the unique challenges and opportunities women face in the world of investing.

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Listen | Wealthyist

From 9/11 to Two Successful Exits: Building Transferable Businesses & Planning Life After the Sale (with Andy Oliver, Partner at Oak Hill Business Partners)

Perfect episode for any entrepreneur who knows they’ll eventually sell but hasn’t yet faced the question: “What then?”

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

Americans are increasingly using 401(k)s 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.

Annex University

Client Education At Your Fingertips!

Watch past presentations from the Annex Team on important topics such as social security, estate planning, long-term care, and more! Check out the Client Center today.

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