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.

RECORDED NOVEMBER 14, 2024

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

In this special edition of Instant Insight, Annex CEO Dave Spano, CFP® will join Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE to discuss the results of the election and what that means looking ahead.

RECORDED NOVEMBER 6, 2024

Year-end tax planning can sound daunting. Let’s review what tasks you’ll need to prioritize and what might require attention in an election year.

RECORDED OCTOBER 2024

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.

In this interactive learning session, Annex Wealth Management’s CEO Dave Spano, Chief Economist Brian Jacobsen, and WISN’s Dan O’Donnell discuss how the results of the 2024 Election could affect you, the taxes you’ll pay, and your investments.

RECORDED JULY 2024

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 moderate and focusing on biases we may need to adapt.

Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, 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.

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 make sense of the economy.

You might think the goal of tax planning is to pay as little as possible now. Low taxes are meaningful, but understanding your overall financial picture might help you think more strategically about your tax picture through your retirement and after you’ve passed. What should you consider as you make your tax plan? Join us for Tax-Smart Planning Strategies, an interactive workshop where members of the Annex team will review various tax planning situations and options you may want to consider. We’ll go through updates in law and take your questions in a fast-moving workshop. If you can’t make it at that time, go ahead and register and we will send a recording.

Many of us would like to leave a lasting legacy on our world, our community, and our family. Charitable giving is one truly impactful path to achieving those goals.

In this interactive workshop, Annex Wealth Management’s Dave Spano and WTMJ’s John Mercure will review options you might consider, like Qualified Charitable Distributions, Donor Advised Funds, and Charitable Trusts – and discuss when those strategies might work best for you. Plan on an informative and educational hour!

Join us as we investigate “Rules of Thumb” around investing, honing in on actionable guidelines for our own personal situations. Annex’s Deanne Phillips, CFP®, CDFA®, ABFPsm and Tom Parks, AIF®, CRPS™ will debunk common myths such as saving is investing, being in the stock market is gambling, de-risking means to be mostly invested in bonds, and more in this lively webinar. If you can’t make it at that time, go ahead and register and we will send a recording.

Bonds often play a part in a balanced portfolio. As the Fed discusses potential changes in interest rates, investors have more questions about how to manage bonds, and what types of bonds make sense at this time. In this workshop, we’ll discuss the current bond environment, and the role different types of bonds could play in your portfolio.

Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan?

If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Annex Wealth Management’s Financial Planning Team Manager, Eric Strom, CFP®️, and WTMJ’s Steve Scaffidi discuss how to look at your statement, and even go through several case studies that may help relieve concerns and answer your questions.

Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, 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!

Practically everyone has seen the foreboding headlines about debt (both personal and governmental). What does this growing amount of debt mean to the economy and our individual bottom line? In this webinar, moderated by WTMJ’s John Mercure, Annex Wealth Management’s President and CEO Dave Spano, & Tom Parks will answer hard questions and provide reasoned insight to cast light on your debt concerns.

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.

Featuring 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, discuss the many questions we’re hearing about the fixed income portion of portfolios – and your options as the Fed seems to hint at a slow decline in interest rates.

If you have cash you’re holding, wondering when or how to move it, join us as we walk through fixed income in our current rate environment.

This webinar was recorded January 24, 2024 

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 look for and answer your questions in this insightful webinar.

This webinar was recorded January 4, 2024 

401(k) plans have become a critical component of many Americans’ nest eggs – today, they hold over $6 trillion in retirement assets. Still, statistics show many people are missing their retirement goals.

In celebration of National 401(k) Day on September 8th, Annex Wealth Management presents an interactive financial wellness webinar examining why you should get your savings on track. We’ll look at the current state of affairs for average Americans and offer insight on how better habits can help create a brighter future.