Annex Wealth Management

07/11/2026

Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economic Strategist, Brian Jacobsen.

This week's headlines: No Longer a Balancing Act, Getting Back on Track, Personnel Is Policy, and A Race Not Worth Winning?

https://hubs.ly/Q04pcGxc0

07/11/2026

Pack your bags for another great episode!

Rose Gray from Fox World Travel joins us to talk destinations, trends, and travel inspiration, and you may be surprised to learn her favorite getaway spot. Plus, as Generation X moves closer to retirement, what lessons has this often-overlooked generation learned about money, work, and planning for the future? And in our Women at the Helm segment, Amy Blain shares her unique mission: helping people discover not just what to do in business, but who to be. It's an insightful conversation about leadership, authenticity, and personal growth you won't want to miss.

Listen here: https://hubs.li/Q04p2Bwb0

07/10/2026

BROOKFIELD | Couples in Retirement
July 23 @ 6:00 pm - 7:30 pm

Retirement is one of the biggest transitions a couple will experience — and it’s about far more than money. As careers wind down and routines change, couples often face important questions about lifestyle, purpose, healthcare, travel, family, finances, and how they want to spend this next chapter together.

This engaging workshop explores the financial and emotional conversations couples should have before and during retirement, including retirement timing, Social Security, healthcare planning, caregiving, spending priorities, and navigating changing roles and expectations.

Because successful retirement planning isn’t just about preparing financially — it’s about building a life that works well together.

Register: https://hubs.li/Q04p30cB0

07/09/2026

Catch the full episode here: https://share.transistor.fm/s/524bc891

Annex Advisory Services, LLC is an investment advisor registered with the SEC doing business as Annex Wealth Management ® (“Annex”). The information provided is intended solely for informational and educational purposes and should not be construed to be the basis of any investment, legal, tax or other professional advice. The information provided is general in nature and not person specific. Investments involve varying degrees of risk including the potential loss of principal. Laws vary state by state and are subject to constant change. Economic developments could dramatically alter the information provided in this material. Please consult with your advisor(s) and perform due diligence prior to making any decisions.

07/09/2026

Join our Navigating The Markets webinar today at 12!

Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.

Register: https://hubs.li/Q04p1d3M0

07/06/2026

Annex Wealth Management CEO Dave Spano talks about the price of tech going up due to the cost of memory, and how it’s reflected in the markets on 620WTMJ.

Watch here:

WTMJ host Kristin Brey was joined by Annex Wealth Management CEO Da...

07/06/2026

🗣 New episode of the SWOT Podcast!

America Turns 250. What Has the Economy Learned? Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

Listen here: https://bit.ly/4p4w5qH

07/05/2026

Plan To Maintain Your Lifestyle In Retirement.
Get Started Here: https://hubs.li/Q04lc8r80

07/05/2026

Beth Ridley joins the show to talking about corporate communication across generations. Plus, we talk about the most popular places to be seen with your dog, collecting win as an investment and the journey of a female bodybuilder!

Listen here: https://bit.ly/4eXu3UI

07/04/2026

Today we celebrate 250 years of freedom, opportunity, and the communities that make this country so special. Wishing everyone a safe, happy, and memorable Independence Day as we honor our nation's past and look forward to its future.

Happy Independence Day from all of us at Annex Wealth Management!