Week In Review
Jobs numbers were better than expected, and the next inflation number is set to arrive July 15. What does this mean for the fed’s next move? Annex Wealth Management’s Brian Jacobsen is here to discuss.
We hope you’ve had a joyful and reflective Independence Day.
As we celebrate the Fourth of July each year, we honor the values that define our nation—freedom, courage, and the pursuit of a better future.
This day is a reminder of the strength found in unity and the power of shared purpose. At Annex Wealth Management, we’re grateful for the opportunity to work alongside incredible partners, clients, and communities who inspire us every day.
Events
CLIENT WEBINAR | Perspectives, Policies, & Positioning: Mid-2025 Investment Review & Outlook
You’ll be receiving your copy of the Quarterly Investment Outlook soon, and we know you’ll have questions! Join CEO Dave Spano and Chief Economist Brian Jacobsen for this client-exclusive webinar:
- We’ll walk clients through the QIO and field your questions using the most updated data available
- We’ll review the 3 biggest questions the Annex Investment Team hears
- We’ll discuss how policy and the Fed may impact portfolios
- Overview the Annex Investment Team’s philosophy
Make sure to review your QIO before July 24th and be ready to ask your questions!
REGISTER →
