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An Inflation Bounce | 2024 First Quarter Recap & Second Quarter Outlook | New Webinar! Understand Your WRS Pension Potential | No-Match 401(k)s | Individual Stocks In HSAs | Medicare | Is Gas A Threat To Spending? | Check Out Our Upcoming Client Events!Week In...

Fed Governors Seem To Disagree | Common Challenges Business Owners & Entrepreneurs Face | Advanced Estate Planning Concepts | Does That Influencer Have Credibility? | Matching What I See On CNBC | Messages Regarding Schwab & TD Ameritrade Statements | Check...

Rate Cuts: Are We There Yet? | Happy Easter From All Of Us At Annex Wealth ManagementWeek In ReviewRate Cuts: Are We There Yet?Powell is willing to cut rates – but when and how many? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Visit our Resources...

What’s On The Horizon For Rate Cuts? | Advanced Estate Planning Concepts | Messages Regarding Schwab & TD Ameritrade Statements | Shattering the Myth Of The Glass Ceiling | Download Graphonomics 10! | Visit Our Resources & Research PageWeek In ReviewWhat’s On...

Inflation Pops, Bonds Drop | Luck O' The Irish | Is Investing Like Stumbling Upon A Four-Leaf Clover? | Long-Term Care Basics | Download Graphonomics 10! | Visit Our Resources & Research PageWeek In ReviewInflation Pops, Bonds DropCPI and PPI reports are out, and...

A Rally Begins Amid Election Year Drama | This Tuesday - Mercure & Spano | Download Graphonomics 10! | The Pyschology Of Spending In Retirement | Visit Our Resources & Research PageWeek In ReviewA Rally Begins Amid Election Year DramaAnnex Wealth Management’s...

The Boom Continues | Hot Off The Press: Graphonomics 10! | A Message Regarding Fidelity Statements | Messages Regarding Schwab & TD Ameritrade Statements | This Week! Annex University: Medicare Basics | Estate Planning Mistakes To Avoid When Getting Remarried |...

Something Old, Something New, Something Borrowed, Something Blue | Exclusive Client Messages | When Times Get Tough, Walmart Wins | Get Graphonomics Volume 9! | Visit Our Resources & Research Page!Week In ReviewSomething Old, Something New, Something Borrowed,...

Expectations, Reality, & Opportunity | Messages Regarding Your Custodian Statements | One Extra Zero | Lyft’s Stock Took Off Like A Rocket | Get Graphonomics Volume 9! | Visit our Resources & Research page!Week In ReviewExpectations, Reality, &...

Pushback, Bellwethers & Deficits | Messages Regarding Your Custodian Statements |  The GOAT Of Sports Streamers | Get Graphonomics Volume 9! | Visit our Resources & Research page!Week In ReviewPushback, Bellwethers & DeficitsThe S&P closed over 5,000...

Positive Jobs Report, Bad News For Interest Rates | You may lose your paperless statement delivery at Schwab! | HOT OFF THE PRESS! Graphonomics Volume 9 | Understanding Spousal Social Security Benefits | Visit our Resources & Research page!Week In ReviewPositive...

Will There Be A Recession In 2024? | Annex University | Social Security Basics | Quarterly Performance Reports | Messages Regarding Schwab & TD Ameritrade Statements | Inheriting Money: The Do's & Don'ts | Download: Graphonomics 8 | Visit our Resources &...

Tech Pushes S&P 500 Above Previous Peak | Webinar: Cash On The Sidelines | ICYMI: Our Headquarters Move Is Complete! | Social Post Of The Week: Annex New HQ Edition | Do Houses Make Terrible Wealth Transfer Vehicles? | Graphonomics 8 | Visit Our Resources &...

Inflation Mixed Messages: CPI Hot, PPI Not | Tomorrow Is A Market Holiday. What Does That Mean? | Beware Of Misleading Financial Advice On Social Media | Graphonomics Volume 8Week In ReviewInflation Mixed Messages: CPI Hot, PPI NotThe recent Consumer Price Index and...

Market Fails To Stage A Santa Claus Rally | The Annex Charitable Foundation | Estate Planning Roles | Hot Off The Virtual Press! Graphonomics Volume 8Week In ReviewMarket Fails To Stage A Santa Claus RallyAnnex Wealth Management’s Dave Spano and Brian Jacobsen discuss...

Year In Review | Happy New Year From All Of Us At Annex Wealth Management! | Most-Watched Week In Review | Most-Watched Ask Annex | Most-Watched VideoSpecial EditionYear In ReviewAnnex Wealth Management’s Dave Spano and Brian Jacobsen look back at 2023.Most-Watched...

The Santa Claus Rally Begins | How Seriously Should You Take Beneficial Ownership Reporting? | We're only a couple of short weeks away from moving our headquarters!Week In ReviewThe Santa Claus Rally BeginsThe Santa Claus Rally is real, and it could mean good things...

Will The Fed Cut Rates? | We Can't Do What We Do Without You! | First Time In The Studio For One Of Our Team Members! | Planning For An Inheritance | Graphonomics Vol 7Week In ReviewWill The Fed Cut Rates?It looks like the fed may be at the end of their rate hiking...

The Powell Pause: Will It Damage Or Refresh The Economy? | HQ Move Communications Coming Your Way! | Have You Seen Any Of Our Billboards When Driving Through Wisconsin? | How Do You Spend Your Holiday Calories? | Available Now! Graphonomics Volume 7Week In ReviewThe...

1. Inflation Appears To Be Cooling – Will It Continue? 2. From Our Family To Yours, Happy Thanksgiving!Week In Review Annex strongly believes in frequent and meaningful communication.  Each Friday after market close, our experts record the “Week In Review”- exclusive...

1. Earnings Reports & Is Funflation Over? 2. Jeopardy Recap | "Who Is..." 3. Annex's Veterans On Staff. 4. Join Us! Annex University | Medicare Basics Webinar. 5. 60/40 Portfolio | ...More Than The Fundamentals? | Employer Contributions & Savings Goals | Ask...

1. The Powell Pause, Earnings, & The Jobs Report. 2. Join Us! Are Annuities Worth It? 3. Naples Branch Open House! 4. Retirement Savings | Roth vs. Traditional 401(k). 5. Retaining 529 Investment Value | 401(k) vs. HSA | Investing In Defense Oriented Companies |...

1. Winners, Losers & GDP. 2. Legendary Pfister Spirits. 3. Analysis Paralysis| Too Much Information Can Lead To Inaction Or Poor Decision-Making. 4. Roth vs 403(b) | Investing An HSA | Combining Assets | Keeping Cash At Home | Ask Us A Question! 5. Poll Response|...

1. Treasury Yields Rise, Geopolitics Continue to Take Their Toll 2. October Is National Estate Planning Month. 3. The Powell Pause | The Fed Can Now Proceed Carefully. 4. FAQs | Health Savings Accounts (HSAs). 5. Poll | Is Your Pet Included In Your Estate Plan? 6....

1. The Potential Market Impact of Israel-Hamas War 2. Brian Jacobsen In The News! 3. Unprecedented AND Bad? | The Word "Unprecedented" Has Been Used A Lot Over The Last Few Years. 4. 8 Ways To Help Your Grandchildren With College Expenses. 5. Poll Response | Two...

1. Don't Miss Out: Register For Final Navigating The Markets. 2. Week In Review: Job Growth Remains Strong Despite Slowing Wage Growth 3. Annex Steals Second! 4. Debt Fatigue? The US Government Has Issued $33 Trillion In Debt. Who Will Own It? 5. Losing A 401(k) Match...

1. Don't Miss Out: Register For Navigating The Markets. 2. Interest Rates, Inflation & Q4 Prospects. 3. Annex Has A Certified Divorce Financial Analyst® On Our Team! 4. Nowhere To Hide | Aren't Bonds Supposed To Provide Support For Falling Stocks? 5. Applying For...

1. Don't Miss Out: Register For Navigating The Markets 2. Could The Fed Be Done Hiking? 3. CNBC: Brian Jacobsen, Annex Wealth Management's Chief Economist, Joins CNBC's 'Power Lunch'. 4. Crude Reality | Oil Prices Eclipsed $90 Per Barrel. 5. Quant Funds | Saving For...

1. Fed Meeting Next Week, Not Expected To Raise Rates 2. How Much Student Debt Are You Carrying ? 3. Get Your Graphonomics: Volume 4. 4. The Gift Of Education 5. Inflation: It's Personal | The Consumer Price Index Leapt 0.6% For The Month 6. The 4% Rule | Liquidity |...

1. Did The Fed Stick A Soft Landing? 2. How Much Do You Need To Retire? 3. The TD Ameritrade & Schwab Transition Is Complete! 4. Don't Fear September? | Is September The Worst Month For Stocks? 5. Keeping Gifts Sercret | HYSA | HSA For COBRA | Leftover In 529| Is...

1. Recent Jobs Report: Impact On Wages, Consumer Spending 2. Celebrating Labor Day. 3.  The TD Ameritrade- Schwab Merger Is Here.A weekly e-newsletter that delivers seven interesting investing and wealth management topics. While some financial professionals would...

1. Interest Rates Will Remain High, We Are On Watch For A Credit Event 2. How Much Student Debt Are You Carrying? 3. The Difference Maker Of The Game. 4. Inevitable Versus Imminent? 5. 401k Loans | Investing In Fan Favorite Companies | S&P 500. 6. “Education Is...

1. Atlanta Fed Report: US Economy More Durable Than Expected 2. How Do You View Your Inbox? 3. Last Call: The Gift Of Education Webinar 4. New Or False Dawn? It May Be A Little Of Both 5. Ask Us A Question! 6. “Change before you have to.” 7. Retirement: Beyond The...

1. Inflation Lower, But Prices Continue To Creep Up 2. How Do You View Your Inbox? 3. Client Exclusive: Another Email! 4. Have You Gotten Your Graphonomics? 5. AI Hype | Tracking Inflows | Comparisons | How Are REITs Doing? | Repaying Student Loans 6. “What’s hard now...

1. There Is An Alternative To Stocks 2. Do You Have A Will? 3. 11 Reasons To Consider Estate Planning 4. What's The Difference Between A Will vs. A Trust? 5. Ask Us A Question! 6. “Planning is bringing the future into the present.” 7. Fortune Hunters & Gold...

1. Week In Review: Better-Than-Feared Earnings Report Season 2. Poll: August Is National Make-A-Will Month! 3. Client Exclusive: Another TD Ameritrade – Charles Schwab Update 4. Did You Know? The School Year Is Quickly Approaching! 5. Ask Annex: Is 60/40 Back? |...

1. Earnings Season Shows Resilient Consumer & Jobs Market 2. When Do You Do Your Mid-Year Tax Planning? 3. Q2 Quarterly Performance Reports Are Now Available 4. We're Back In The 'Burg 5. Ask Us A Question! 6. “You are never too old to set a new goal or dream a...

1. Week In Review: Improved Inflation Numbers Warm Consumer Sentiment 2. Poll: When Do You Do Your Midyear Tax Planning? 3. Client Exclusive: If You’re Looking To Find A More Tax-Friendly State, Look At These Key Factors​ 4. Did You Know? Info On The TD Ameritrade -...

1. How High Will The Fed Go?  2. How Do You Get Social?  3. Inside Annex: The Investment Committee  4. Info On The TD Ameritrade - Schwab Merger Is Now On Annex's Client Center  5. Ask Us A Question!  6. “The value of an idea lies in the using of it.”  7. Two-Speed...