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Watch Past Webinars
Catch up on the latest insights. Watch our previous webinars at your own pace.

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



