Week In Review

Retail Sales Up: The Fed Has A Predicament

A healthy PCE report means dissonance between labor numbers, retail sales, and a suddenly booming new homes market. What is the Fed thinking now? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

What Women Need to Know About Divorce | Saturday, October 4th

Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative 4-hour workshop for women only; to empower them to make the best decisions for themselves and their family during this time.

Watch

Wealth Prompt: Social Security

What’s real, what’s rumor, and how you can plan for the future?

In Case You Missed It

ICYMI: 8 Tips For Smarter Charitable Giving

Listen to the latest recording of our client webinar “Annex University: 8 Tips For Smarter Charitable Giving”.

Read

Download “One Big Beautiful Bill Act Planning Tactics”

HR 1 – better known as the “One Big Beautiful Bill Act” – made permanent some provisions of the Tax Cuts and Jobs Act, passed in 2018. But OBBBA also brought new change to some key areas of tax planning. We’ve prepared a comprehensive summary of some tactics you might consider adding to your tax plan. Download now!

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!