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2024 is one of those years that could have it all: it's a Leap Year, an Election Year, and an Olympic Year. Where are rates and the markets headed? What opportunities lie on the horizon, and what risks should we consider? Annex Wealth Management's Dave Spano and WTMJ's Steve Scaffidi will walk through what to… Read More »
Come and join us off site in Mequon at Ruby Tap, for wine tasting, food, a fantastic topic, and fun. Do you have a transition plan for your “stuff”? Grandma’s favorite pie plate, your good china, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop… Read More »
Join us at our new Brookfield location for this in-person event. Address: 17950 W. Corporate Dr, Brookfield, WI 53045 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… Read More »
Insights on how to manage the cash and fixed income portion of your portfolio. Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and David Spano, President and CEO of Annex Wealth Management, will discuss the many questions we’re hearing about the fixed income portion of portfolios - and your options as the Fed seems to… Read More »
Insights on how to manage the cash and fixed income portion of your portfolio. Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and Tom Parks, Director of Retirement Plan Services, will discuss the many questions we’re hearing about the fixed income portion of portfolios – and your options as the Fed seems to hint at… Read More »
Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFPsm as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb“ as you calibrate your financial plan. *PLEASE NOTE THIS EVENT IS BEING HELD OFFSITE*
Join Tom Parks, AIF®, CRPS, Deanne Phillips, CFP®, CDFA®, ABFP℠, and Mark Pent, Branch Director of our Madison office, as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those "rules of thumb" as you calibrate your financial plan.
Most savvy investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management's team walk through a few critical financial planning decisions you can consider amidst market volatility. This webinar begins at 12 P.M. CT/1 P.M.… Read More »
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Annex's Chief Economist, Brian Jacobsen PhD, JD, CFA®, CFP®, CAIA,CBE & Deanne Phillips CFP®, CDFA®, ABFP℠ discuss the ins and outs of different asset and investment classes. Join us as we unravel some financial jargon to better arm… Read More »
Do you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together by: using smart tax planning and thoughtful… Read More »
When multiple family members inherit a vacation home together, many problems can arise. One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this… Read More »
A comprehensive guide to planning and preparing for the unexpected! We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.” This event begins at… Read More »
