Trying to understand what's happening in the news? You're not alone. Nearly everyone is trying to make sense of what’s happening and how it impacts our lives.

Brian Jacobsen of Annex Wealth Management helps you make sense of the economy.

Learn more: bit.ly/3w43aMs

Congratulations to Brian on one year of outstanding contributions at Annex Wealth Management! We're grateful for your expertise, commitment, and enthusiasm. Here's to many more years of success!

Let's Start Composing: bit.ly/3y0ed9K

Each week, members of the Annex team answer your questions about investing, money and the economy. This week Annex's Matt Morzy & Fred Coleman answer your questions on: Moving In Retirement Disagreements | Acorns For Kids | Types Of Standing Sell Orders bit.ly/3wfnzxR

Join our webinar TODAY at 12:00 PM CT

Our final workshop will educate you on the way of the Money Warrior: ideas on how to take advantage of the insights you learned in Financial Literacy Month, and how you can turn them into action.

Register here: bit.ly/49rnZ1G

WEBINAR | have questions about the State of WI Pension program & what it means to your retirement plan? Annex’s Eric Strom & #WTMJ 's Steve Scaffidi will go through several case studies that may help relieve concerns & answer your questions. Register: bit.ly/3JDbw0D

April is Financial Literacy Month - join us weekly for a fun & interactive game show style webinar to test your financial knowledge! Join us for week 4 tomorrow for 'American Money Warrior'. You can register at bit.ly/43Og6Cr!

🗣 NEW EPISODE - Annex Wealth Management SWOT Podcast

AI momentum continues while a bifurcated consumer is a weakness. AI requires real assets, that's an opportunity while sticky inflation remains a threat. Trevor Nargis & Jason Cooper discuss. bit.ly/3WgiX5a

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss positive S&P 500 earnings reports, some slowing economic numbers and treasury auctions.

bit.ly/44gya8q

4.28 | Mixed bag this earnings season. We'll also dive into the importance of tax planning (based on tax filing) as well as the return of volatility. Branch Director Robert Chastain has some thoughts on avoiding boredom in retirement. bit.ly/3Qm8Zvg

Get Started: bit.ly/4aNW9OP

Don't miss EPISODE 101 of the Annex Wealth Management SWOT podcast with Trevor Nargis & Jason Cooper! Preview it here & find it tomorrow morning - wherever you get your podcasts!

Don't miss out on our newly revamped newsletter, 'The Axiom,' filled with a look at what's happening from Annex Wealth Management. Straight from us to your inbox every Sunday.

Click the link below to get on the list!
bit.ly/4awI8oh

#financialplanning #fiduciary

4.27 | Earnings season in full swing, but future guidance is causing concern. Also on the show, now that taxes are filed, what should you do about tax PLANNING? Market volatility is back, what's the best way to deal with it? bit.ly/4aQBFVL

While knowing may be half the battle, implementing a plan can help get you the rest of the way. Our final workshop will educate you on ideas on how to take advantage of insights learned in the first 3 weeks & how to turn them into action.

Register here: bit.ly/3xLZm2J

Annex Wealth Management hosts five informative radio programs. Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning. bit.ly/4b9MDFA

Plan Your Flight: bit.ly/3UvULuu

TODAY'S THE DAY! Join our webinar at 1 PM. Brian Jacobsen & Deanne Phillips will discuss the many questions we’re hearing about the fixed income portion of portfolios – & your options as the Fed seems to hint at a slow decline in interest rates.
Register - bit.ly/3xOPwNr

Happy work anniversary, Jeff! Your contributions and positive attitude brighten our team's spirit. We are so grateful to have you as part of the team! Congratulations on 2 amazing years at Annex Wealth Management.

#annexwealthmanagement #workanniversary #2years #topworkplace

Do you have questions about the State of WI Pension program and what it means to your retirement plan? Eric Strom & Steve Scaffidi discuss how to look at your statement & go through several case studies that may help relieve concerns.

Register: bit.ly/4b69MZf