Week In Review
Markets have rebounded from early 2025 lows on the heels of USA’s attack on Iran. Will Trump name a Fed Chair appointee nine months before his or her term begins? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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Good Health As A Tax Strategy
Staying healthy is important – but did you know it could save you a SHOCKING amount in taxes over your lifetime? Tom Berkholtz, CFP®, EA, ECA is here to discuss.
Events
Just Announced: Social Security Basics
If you have not yet begun to collect Social Security, this informative, client-exclusive session is for you.
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Financial Jargon Explained | Part 1
Has this ever happened? You have a question. Someone has an answer. But as they go on, they start slipping into jargon. Jargon is a specialized language or terminology. It’s often difficult for outsiders to understand. It allows insiders to communicate efficiently but might lose the rest of us.
Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Matthew Morzy, CFP® are well-versed in jargon and are here to help us navigate phrases you might hear, but not follow.
Events
Join Us Thursday For Instant Insight!
Annex Chief Economist Brian Jacobsen will react to the Bureau of Labor Statistics’ latest jobs report, scheduled for release Thursday morning.
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Get Annex Education On Demand
Visit the Client Center to view on-demand recordings of common topics, from Social Security Basics to Tips For Smarter Charitable Giving, and more!
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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.
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