Week In Review

Will We See A Rate Cut In 2024?

Typically, the US Federal Reserve leads the way when it comes to rate cut or rate hike decisions. But both the ECB and Bank of Canada have made a cautious choice. Will the Fed follow suit? If so, when? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

Annex University: 8 Tips To Smarter Charitable Giving

Many of us would like to leave a lasting legacy on our world, our community, and our family.

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Part-Time Work Affecting Social Security | The SPY Rally | A Mystery Bank Wire

In Case You Missed It

Recording Available! Education Planning | Understanding 529 Plans & New Options

Thinking about giving your child or grandchildren’s future a boost with money set aside specifically for their advanced learning? This workshop delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors. We will look at how to set them up, benefits they provide, understanding what a qualified expense is, and how UTMAs and the new laws impact grandparent plans and a child’s FAFSA application for financial aid. We will also discuss the new rules around Roths and 529s.

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Events & Webinars

Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.

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