Week In Review

BLS Admits There Was A Slowdown Last Summer

The BLS revised its jobs numbers for last year by over 900,000, indicating that there was a “mini recession” then. Since then, we’ve seen a recovery – what will the Fed do now? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

Client Webinar: Single In Retirement

Join us on Tuesday for this client-exclusive webinar that touches on the unique financial challenges for those who age alone; from estate planning considerations to managing finances, or from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.

Read

Read Macro & Market Musings Today!

Each week, Chief Economist shares his observations on the latest market trends.

In the most recent edition:

• Growth: Dribbling Along?
• Inflation: One-Off Doesn’t Mean All At Once
• Policy: A Done Deal?
• Looking Ahead: Last One Out, Turn Off The Lights

Watch

Senior Fraud

Unfortunately, in this world, there are people who want to steal money they didn’t earn. Even more frustrating is when those crooks steal money from seniors – and it’s on the rise. Annex Wealth Management discusses how to spot senior fraud and protect yourself from it.

Events

THIS WEEK | Your Prosperity Picture: Giving Vision To Your Goals | Women & Wealth

You’ve worked hard for your career. Now you deserve to play hard – for what could be several decades. Have you ever mapped out your retirement life? In this workshop we cover a five-step system designed to offer you a fresh interactive view of your money and life. Through an entertaining, interactive, and inspirational approach to creating prosperity, we will help you visualize your goals and understand what resources you have to make them happen. Come join us as we storyboard our futures!

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!

Just For Clients

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!