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Share Your Experience | USA TODAY Survey

USA TODAY and Statista are conducting their annual survey to identify the Best Financial Advisory Firms for 2026. We’re proud of the work we do for you at Annex Wealth Management. If you’d like to share your experience or recommend Annex, please consider completing their brief survey by January 9, 2026.

TAKE THE SURVEY  →

Week In Review

Rate Cuts, Earnings Data Hint At Optimism

Despite a period without government data, the Fed approved a rate cut, which likely will have a far-reaching impact on the economy. Earnings and Cyber purchasing over the holidays show some signs of optimism. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Merry Christmas From Annex Wealth Management

This Christmas, we’re reminded how valuable relationships are, and we’re grateful for the one we share with you. Thank you for your continued trust and the opportunity to guide your financial journey. May your holidays be filled with joy, rest, and time with loved ones. We’re excited to support your goals and aspirations in the year ahead. Wishing you a Merry Christmas!