Week In Review
Annex Wealth Managent’s Dave Spano and Brian Jacobsen discuss the possible rate cuts in June, new fed pressures, earnings reports, and a McRecession.
Events
THIS WEEK | Passion Assets in Mequon
Do you have a transition plan for your antiques and collectibles? Grandma’s favorite pie plate, your good China, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle. Register now!
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Watch
Spring Cleaning: Declutter Your Portfolio | Part 2
Annex Wealth Management’s Matthew Morzy, CFP® and Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE continue the conversation in Part 2 of Declutter Your Portfolio. This time they focus on evaluating performance, consolidating when necessary, and how to avoid letting emotions derail your overall plan.
Events
WEBINAR | Saving The Family Cottage
When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements, and creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan. Join us for this client-exclusive webinar.
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Ask Annex
Roth Conversion Ladders | Mitigating Risk With Investing | Rebalancing 401(k)s
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