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2025 Investment Review & 2026 Outlook

· We’ll walk clients through the QIO – released a few weeks before – and then field your questions using the most updated data available.

· We’ll review the 3 biggest questions the Annex Investment Team hears

· We’ll discuss how policy and the Fed may impact portfolios

· Overview the Annex Investment Team’s philosophy

Make sure to review your QIO and be ready to ask your questions!

Presenters

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, Chief Economic Strategist

Eric Strom, CFP®, EA Director of Financial Planning

Webinar: Perspectives, Policies, & Positioning by Annex Wealth Management

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