Annex Wealth Management

Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains. https://hubs.li/Q02ZdsR-0

Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets. Check our events page for Brian’s next live event. https://hubs.ly/Q02Z9B260

Annex Wealth Management hosts five informative radio programs. Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning. https://bit.ly/4f5Dccp

Coming up this weekend on the radio with Annex Wealth Management ??? *Annex Advisory Services, LLC is an investment advisor registered with the SEC doing business as Annex Wealth Management ? (“Annex”). The information provided is intended solely for informational and educational purposes and should not be construed to be the basis of any investment, legal, tax or other professional advice. The information provided is general in nature and not person specific. Investments involve varying degrees of risk including the potential loss of principal. Laws vary state by state and are subject to constant change. Economic developments could dramatically alter the information provided in this material. Please consult with your advisor(s) and perform due diligence prior to making any decisions.

This week Annex employees had the opportunity to hear from Global Intelligence and Security expert John Choate, who spoke about the journey to become a SEAL and how many of the aspects can transfer to business and professional life. It was a unique learning experience and a fun change of pace for those in attendance. Thank you John for taking the time to share your stories and expertise with us!

Join us on Wednesday, December 4th for Financial Planning in A Changing Tax World How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world. Register: https://hubs.li/Q02YVD160

We had a blast last night at the BLUtender event supporting MIAD. Thank you to Tom Parks, AIF, CRPS and Eli Howayeck for running around making everyone’s drinks! Annex Wealth Management Leesa Gilliam CTFA CEPA Austin Grandinetti, CFP? Fred Coleman, CFP? Mark Beck Jim Blahnik Tyler Quinn Melanie Funk Amanda Ploetz

Join us TOMORROW for Women & Wealth: Single In Retirement. About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, 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. Register - https://hubs.li/Q02YVb0k0

Cheers to 4 incredible years, Noi! Your hard work, passion, and incredible contributions have made such a difference at Annex Wealth Management. Cheers to four years of growth and success—and to many more ahead!

?? NEW EPISODE SWOT Podcast Insight & perspective from Annex's Matt Morzy & special guest Brian Kersmanc, Portfolio Manager at GQG Partners. https://hubs.li/Q02Yqy3s0