Annex Wealth Management

06/02/2026

Check out Dr. Brian Jacobsen, Chief Economic Strategist at Annex Wealth Management, talk about the SpaceX IPO potentially being added to index funds and what that means on 620 WTMJ. He also discusses how he and other experts make sense of the economy for everyday people and investors.

Link: https://bit.ly/4fgcLDY

06/01/2026

🗣 New episode of the SWOT Podcast! Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.

Listen here: https://bit.ly/4uP3Z4S

05/30/2026

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

Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets. Check our events page for Brian’s next live event.

https://hubs.li/Q04jppDP0

05/28/2026

WOMEN & WEALTH | Saving the Family Cottage
June 18 @ 6:00 pm - 8:00 pm

When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements, and creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan.

Register: https://hubs.li/Q04jfBPf0

05/28/2026

Is the Economy as Bad as it Feels?

Dave Spano, Annex Wealth Management CEO, joins Point Taken for his weekly check in. This week we're talking about jobs and an "E" shaped economy. What have the numbers told us about the economy so far, is it really as bad as it feels?

Listen here:

Dave Spano, Annex Wealth Management CEO, joins Point Taken for his weekly check in. This week we're talking about jobs and an "E" shaped economy. What have t...

05/27/2026

SWOT Spotlight: Dr. Brian Jacobsen discusses rising costs of fuel, food & get togethers.

Catch the full episode here: https://share.transistor.fm/s/e6b112fc

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.

05/26/2026

🗣 New episode of the SWOT Podcast! Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

Listen here: https://hubs.li/Q04hT6VX0

05/24/2026

Hear Dave Spano and Brian Jacobsen talk about the new Fed Chair, Kevin Warsh, the 1987 crash, and human tendencies.

Listen Here: https://bit.ly/48AR65i

05/24/2026

Optimize Tax Planning For Your Restricted Stock Units.
Get Started Here: https://hubs.li/Q04dhpqp0

05/18/2026

🗣 New episode of the SWOT Podcast! Hosted by Joe Krauss and Research Analyst, Nick Hillstrom.

Listen here: https://hubs.li/Q04gRMv30