Week In Review

Strong Data Seems To Hint At More Expansion

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TOMORROW | Annex University: Medicare Basics |  2:00 PM CT

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.

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What’s A Furlough?

What’s a furlough? How does it differ from being fired? The Federal Government shutdown had many asking those questions, and considering what a furlough means to an employer and an employee. Annex Wealth Management’s Tom Parks explains.

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Read The Quarterly Planning Outlook!

This quarter’s Quarterly Planning Outlook recalls our last QPO, when we theorized what parts of The One Big Beautiful Bill Act (OBBBA) might become law and how those decisions might ultimately affect your financial plan. Now that the OBBBA has become law, we can speak with more clarity on what it means for you.

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Read The Latest “Macro & Market Musings!”

Each week, Dr. Brian Jacobsen shares his brief observations and thoughts on growth, inflation, policy, and looking ahead in the markets.

OBBBA

Continued Information Surrounding The One Big Beautiful Bill Act

The Annex Team continues to research the impacts of The One Big Beautiful Bill Act and share what that means for you. Click the button if you would like to read, listen to, watch, or register for any of the many pieces the Annex Team has put together related The OBBBA.

Pieces include:

• Tax Changes After Passing Of The One Big Beautiful Bill
• Wealthyist: Impacts of the OBBBA on Business Planning Considerations
• Instant Insight: OBBBA & The Senior Deduction

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Should You Delay Retirement? Here Are Some Reasons You Might Want To

During the pandemic, a lot of people chose to retire early. It sounded good…and you might have a date penciled on the calendar for when you wanted to retire. But then markets got volatile, and you thought waiting a little longer wasn’t a bad idea. That’s ok. We’ve got a list of reasons why it might not be so bad to delay retirement.

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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!