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Instant Insight: The Fed & the Markets | 9/16/26
Brian Jacobsen and Tom Parks from Annex Wealth Management discuss the Federal Reserve’s recent decision to implement a unanimous 12-to-0 vote to increase the federal funds rate by 25 basis points.
Instant Insight: Inflation Trends| 9/11/26
Brian Jacobson, chief economic strategist at Annex Wealth Management, and Tom Parks discuss the implications of a recent inflation report.
Navigating The Markets | 9/10/26
Brian Jacobson, chief economic strategist at Annex Wealth Management, analyzes potential economic turning points, specifically focusing on whether the Federal Reserve will resume a rate hiking cycle.
Instant Insight: Jobs & The Economic Outlook | 9/4/26
Brian Jacobson, chief economic strategist at Annex Wealth Management, and Tom Parks discuss the recent labor market data in an instant insight session.
8 Tips for Smarter Charitable Giving | 8/26/26
In this Annex University webinar, host Deanne Phillips and estate planning attorney Alec Durand discuss various strategies for impactful and tax-efficient charitable giving.
Navigating The Markets | 8/13/26
Brian Jacobson, chief economic strategist at Annex Wealth Management, presents a market analysis framework based on three core pillars: business fundamentals, valuations, and risk management.
Instant Insight: Inflation Trends| 8/12/26
Brian Jacobson and Tom Parks from Annex Wealth Management discuss recent inflation data, including the headline CPI number of 3.4% and core inflation of 2.5%.
More Giving, Less Guessing: Addressing Legacy Planning Hesitations & Impacts | 8/7/2026
In this webinar, Steve Scriti hosts Dave Spano, CEO of Annex Wealth Management, and estate planning attorney Alec Duran to discuss strategic charitable giving and estate planning.
Instant Insight: Jobs & The Economic Outlook | 8/7/26
Brian Jacobson and Tom Parks of Annex Wealth Management analyze the latest jobs report and its implications for Federal Reserve policy.
Instant Insight: The Fed & the Markets | 7/29/26
In this episode of Instant Insights, Brian Jacobson and Tom Parks analyze recent Federal Reserve actions and their implications for the economy.
Instant Insight: Inflation Trends| 7/14/26
Brian Jacobson and Tom Parks from Annex Wealth Management discuss the Bureau of Labor Statistics’ consumer price index (CPI) report for June.
Instant Insight: The Fed & the Markets | 6/17/26
Brian Jacobson, Chief Economic Strategist at Annex Wealth Management, and Tom Parks discuss the Federal Reserve’s latest policy meeting under new Chair Warsh.
Navigating The Markets | 6/11/26
Brian Jacobson, Chief Economic Strategist at Annex Wealth Management, presents a comprehensive market outlook examining current economic conditions and investment positioning.
The Smart Guide to RSUs, Stock Options & Taxes | 6/10/26
Tom Burkholz, manager of financial planning at Annex Wealth Management, and Arabella Perrens explore the intricacies of equity compensation, particularly focusing on Restricted Stock Units (RSUs) and Nonqualified Stock Options (NQSOs).
Instant Insight: Jobs & The Economic Outlook | 6/5/26
Economic strategist Brian Jacobson and Tom Parks from Annex Wealth Management discuss the May employment situation report, which showed much stronger than expected results.
Instant Insight: Inflation Trends| 5/12/26
Brian Jacobson, Chief Economic Strategist at Annex Wealth Management, and Mike Kirk, Senior Wealth Adviser, analyze the latest April inflation data from the Bureau of Labor Statistics.
Instant Insight: The Fed & The Markets | 4/29/26
Understand Your WRS Pension Potential | 4/23/26
Navigating The Markets | 4/16/26
Beat Mark Tauscher at Financial Literacy | 4/14/26
Instant Insight: Inflation Trends | 4/10/26
Instant Insight: Jobs & The Economic Outlook | 4/3/26
Instant Insight: The Fed & the Markets | 3/18/26
Navigating The Markets | 3/12/26
Instant Insight: Inflation Trends | 3/11/26
Instant Insight: Jobs & The Economic Outlook | 3/6/26