Week In Review

A Fresh Jobs Report, The Shifting Sands Of Trade Policy, & A Mutiny At The Fed?

Two fed officials dissent from monetary policy moves — an outcome that hadn’t happened since 1993. A fresh jobs report is out and it’s not great. And how do rate cuts actually affect consumers? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

Annex University: Medicare Basics

Medicare enrollment is a milestone for each of our clients.

We understand the complexity and anxiety that can go with making a selection, and Annex Wealth Management is here to help.

Just For Clients

Stay Sharp: Why Financial Fraud Awareness Matters

In today’s world, financial scams are becoming more sophisticated than ever—targeting individuals and organizations alike. From tech, real estate, and investment fraud to romance and lottery schemes, bad actors are constantly evolving their tactics. Staying informed and vigilant is your best defense. You are strongly encouraged to view the valuable resources from Schwab and Fidelity to help keep you informed. 

By recognizing red flags, verifying sources, and reporting suspicious activity, you help protect not only your own assets but also contribute to a safer financial environment for everyone. 

In Case You Missed It

Annex University: Social Security Basics

How OBBBA Might Change Your Obamacare

Watch the recording from this informative webinar, as well as other OBBB-related pieces!

Listen

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.