Behavioral finance is a psychological approach to understanding how investors make decisions, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us, from quick spending decisions to investment choices, which could impact us for years. We’ll look at various biases, exploring those we can […]

Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.

Insights on how to manage the cash and fixed income portion of your portfolio. Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you […]

In the first of this two-part series, WTMJ’s John Mercure and Annex Wealth Management’s Dave Spano and Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE take a look at how the sunset of the Tax Cut and Jobs Act might affect the markets & economy. We’ll review similar moments in history, and how […]

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  […]

Alternative investments encompass a wide range of strategies. Join Annex Wealth Management's Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Annex Private Client, Brandon Lehman, CFP® as we discuss what alternative investments are, the risks associated with them, and how they can be used in a portfolio. This webinar is […]

In the second of this two-part series, WTMJ’s Vince Vitrano and Annex Wealth Management’s Chief Economist, Brain Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Financial Planning, Eric Strom, CFP®, EA review how the sunset of the Tax Cut and Jobs Act could affect tax planning and how which strategies might make sense […]