Week In Review

Will A Fed Cut Boost Housing?

Fed Chair Powell hinted at a potential rate cut. What impact will that cut have on the markets and industries that are stagnant, like housing? Annex Wealth Management’s Brian Jacobsen and Danny Clayton discuss.

In Case You Missed It

ICYMI: 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.

Events

TOMORROW | Instant Insight: OBBBA & The Senior Deduction | WEBINAR

Join us for an insightful interactive webinar where we’ll discuss:

• How to leverage this meaningful but temporary tax deduction reflected in the OBBBA
• Understand Income-based Phaseout Limits – How to Navigate
• Strategize Social Security Timing in light of this change

Watch

Asset Rich, Cash Poor

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. 

OBBBA

Keep Up To Date With The One Big Beautiful Bill

Our team of experts has spent countless hours reading and deciphering the OBBB, allowing us to provide our commentary straight to you. Check out our page of content to learn more, and to also register for our upcoming OBBB-focused events!