The Annex Wealth Management Axiom Archive
Our Latest InsightsMacro & Market Musings – 1/17/25
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....
Macro & Market Musings – 1/10/25
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....
Whitepaper: Capital Market Assumptions & The Connection To Financial Planning
Whitepaper: Capital Market Assumptions & The Connection To Financial Planning Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, Chief Economist | January 9, 2025
Axiom | Vol 445
Fed Tries Not To Repeat The Past | What The Social Security Fairness Act Means For You | Life Happens: Is Your Family Prepared? | What Is Cash Flow Modeling? | Profits From Rental House - Where Should They Go? Week In ReviewFed Tries Not To Repeat The PastSaying...
Axiom | Vol 444
Impact of Debt Ceiling On Rates & The Dollar | Introducing Wealthyist, An Original Annex Wealth Management Podcast! | Roth Conversions: What You Need To Know | Graphonomics Volume 20: Available Now! | This Week In EventsWeek In ReviewImpact of Debt Ceiling On...
Macro & Market Musings – 1/3/25
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....
Axiom | Vol 443
Amid Comfortable Geopolitics, The US Remains The Oasis | As we approach 2025, we want to take a moment to reflect on our shared journey and look forward to the opportunities ahead. At Annex Wealth Management, our mission remains consistent – to support you and your...
Macro & Market Musings – 12/27/24
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....
Axiom Vol 442 – Merry Christmas!
Wishing you a JOYFUL SEASON! Merry Christmas & Happy Holidays from all of us at Annex Wealth Management.Week In ReviewThe Fed Said It Wouldn’t Guess: Is it?Markets dropped after the Fed dropped interest rates 25 basis points. The decision was expected, but some...
Macro & Market Musings – 12/20/24
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....
Axiom | Vol 441
China Seeks Growth To Offset Tariffs | Safeguarding Your Wealth: Inflation Isn't Dead Yet | Instant Insight: The Fed & The Markets | Women & Wealth: Saving The Family Cottage | Warren Buffett's Estate Planning Philosophy | Graphonomics Volume 19 | Investing...
Macro & Market Musings – 12/13/24
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....
Macro & Market Musings – 12/6/24
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....
Axiom | Vol 440
Retail Sales Good, But Target Misses Target | Instant Insight: Inflation Trends | The $763,000 Mistake | Graphonomics Volume 19: Available NOW! | Women & Wealth: Saving The Family CottageWeek In ReviewRetail Sales Good, But Target Misses TargetBlack Friday showed...
Macro & Market Musings – 11/29/24
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....
Axiom | Vol 439
Market Moving Indicators Upcoming | Webinar: The Trump Nominees: From The Anti-China Cabinet to the Kitchen Sink | Financial Planning In A Changing Tax World | Instant Insight: Jobs and the Economic Outlook | Graphonomics Volume 19: Available Now!Week In ReviewMarket...
Axiom | Vol 438 – HOLIDAY
Happy Thanksgiving from all of us at Annex Wealth Management! Thank you for letting us be a part of your journey.Week In ReviewNVidia Brings Holiday CheerEarnings season is over - NVidia's big earnings show the growing presence of AI - including in John Deere's new...
Macro & Market Musings – 11/22/24
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....
Macro & Market Musings – 11/15/24
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....
Axiom | Vol 437
The Trump Bump | Introducing Macro & Market Musings | Meet HENRY: High Earner, Not Rich Yet | Graphonomics Vol 18: Available NOW! | Dividing Investments | Life Insurance As A Retirement Strategy | Brookfield: Women & WealthWeek In ReviewThe Trump BumpOctober...
Axiom | Vol 436
Money Talk: Election Edition | Tuesday - Politics, Planning, & Portfolios: An Election Impact Review | Graphonomics Volume 18: Available NOW! | Instant Insight: Election Results | Are Roth 401ks The Only Way To Go? | Single Cash Positions | Choosing A President:...
Macro & Market Musings – 11/8/24
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....
Macro & Market Musings – 11/1/24
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....
Axiom | Vol 435
The Misery Index And Votes | Wednesday - Instant Insight: Election Results | Growth: Where's The Beef? Inflation: Under Pressure? Policy: Complicity. | Moving Into A Higher Tax Bracket | Alternative Investments | Choosing A President: Potential Impacts On Your...
Macro & Market Musings – 10/25/24
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....
Axiom | Vol 434
Fed Cuts Rates. Interest Rates Rise? | Choosing A President: Potential Impacts On Your Financial Plan | Rolling Over A 401k After Layoff | Selling Investments To Replenish Emergency Fund | Lake Country Join Us For - Destination Retirement: Are We There Yet? | Rich Vs....
Axiom | Vol 433
Fed Might Not Have To Cut Aggressively | Download - Choosing A President: Potential Impacts On Your Financial Plan | Top 5 Retirement Regrets According To 70-80 Year-Old Retirees | Get Graphonomics Vol 17! | Reverse Mortgages, Moving Money Back In Equities, Equities...
Macro & Market Musings – 10/18/24
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....
Axiom | Vol 432
Powell's Powers of Persuasion | This Week: Year-End Tax Planning - Prioritizing Your To-Do List for 2024 | Brand New US Marine. What's A Safe Path Forward? | Get Graphonomics Volume 17! | See Us At The Pfister! Passion Assets Week In ReviewPowell's Powers Of...
Axiom | Vol 431
Is Jobs Number Too Good To Be True? | Choosing A President: Potential Impacts On Your Financial Plan | This Week: Investment Intel | Investing In Art, New 401k Options Don't Work For Me | Get Graphonomics Volume 17!Week In ReviewIs Jobs Number Too Good To Be...
Axiom | Vol 430
GDP Revisions Show Strength. Consumers Disagree. | Want To Know What We Think Of The Markets? | Start 2025 Tax Planning Now | Unsexy & Safe Investments | Using 401k For Credit Card Debt | Madison Women & Wealth: Election Year Investment MythsWeek In ReviewGDP...
Axiom | Vol 429
Forecast Isn't Sunny - Or Rainy | Dollars & Ballots: Navigating The Economic Landscape Of The Presidential Race | Graphonomics Volume 16 Is Available! | Who's To Blame For A Pitiful Retirement Savings: The Retirement Industry Or Us? | Dividing Investments | Life...
Axiom | Vol 428
Trying To Avoid This Chinese Import | This Week: Financial Planning Through 2024 Volatility | Watch Past Webinars! | HYSA Dropping Rate, Long-Term Care, ETFs Vs. Mutual Funds | Graphonomics Vol 16 Is Available!Week In ReviewTrying To Avoid This Chinese ImportAnalysts...
Axiom | Vol 427
Fed Rate Cut Could Be Higher Than 25 Basis Points | Graphonomics 16 Is Available! | W&W: Election Year Investment Myths | Steps To Selling A Business | Watch Past Webinars! | Is Social Security Ending? Week In ReviewFed Rate Cut Could Be Higher Than 25 Basis...
Axiom | Vol 426
Signs of Consumer Exhaustion? | Happy Labor Day! Sending our appreciation and respect to the workers of every field. - From all of us at Annex Wealth ManagementWeek In ReviewSigns of Consumer Exhaustion?Nvidia’s earnings didn’t sparkle as some predicted, but the...
Axiom | Vol 425
Cuts Coming: How Many, How Much, Unclear | How To Look After Your Mental Health In Retirement | Watch Past Webinars! | Ask Annex: Putting Paycheck Into HSA, Are Target Date Funds Worth It? ROI On College Degree | Download Graphonomics Volume 15Week In ReviewCuts...
Axiom | Vol 424
Recession Fears Fade | The Hard Truth: Retirement Planning Requires Personal Responsibility | Brookfield - Destination: Retirement. Are We There Yet? | Wealth Prompt: Alternative Investments | Download Graphonomics Volume 15Week In ReviewRecession Fears FadeAnnex...
Axiom | Vol 423
Mixed Messages Lead To Messy Markets | In Case You Missed It: Our Thoughts On Market Volatility | This Week: Women & Wealth - The Sandwich Generation | Automatically Investing, Brokerage Accounts | Annex & WTMJ Webinars | Download Graphonomics Vol 15Week In...
The Pinnacle Gazette: Major Stock Sell-Off Follows Disappointing Jobs Report
Major Stock Sell-Off Follows Disappointing Jobs Report In The News | August 5, 2024 The Pinnacle Gazette On August 2, 2024, the stock market witnessed sharp declines following the release of disappointing job growth figures for July. The Dow Jones Industrial Average...
Graphonomics: Volume 15
Annex Wealth Management Graphonomics Volume 15 3 Graphs that will help you make sense of the economy Trying to understand what’s happening in the news? Will current financial trends impact your money and financial plan? You’re not alone. Nearly everyone is trying to...
Axiom | Vol 422
Beginning Of Correction: What Happens Now? | Graphonomics Volume 15 Is Out! | THIS MONTH: Annex + WTMJ Webinars | Ask Annex: Reducing 401k Contributions, Largest US Companies, And The S&P 500Week In ReviewBeginning Of Correction: What Happens Now?A disappointing...
Axiom | Vol 421
Market Rates Vs. Federal Reserve Rate | Our Interns Have A Podcast! | Instant Insight Series | Ask Annex: Investing My Social Security, Penny Stocks For A Quick Hit | Graphonomics 14: Special Q&A Edition with Brian Jacobsen & Danny ClaytonWeek In ReviewMarket...
Axiom | Vol 420
Market Reacts To Trump Assassination Attempt | Coverage & Conversation From The RNC | This Week: Election Impact on 2025 - Taxes, Markets, and the Economy | Wealth Prompt: Election's Impact On Tax Policy | Graphonomics 14 Is Available!Week In ReviewMarket Reacts...
Conversation & Coverage From The RNC
Conversation & Coverage From The RNC In The News | July 15-18, 2024 This past week, the national media spotlight was on Milwaukee, as the Republican National Convention took center stage just a few blocks from Annex Wealth Management's Pfister branch office. We...
Yahoo Finance: The Two Main Market Drivers Heading Into September
The Two Main Market Drivers Heading Into September In The News | July 18, 2024 Yahoo Finance The tech-heavy Nasdaq Composite (^IXIC) logged its worst day this week since 2022 as investors have begun to rotate out of Big Tech stocks. The addition of furthering...
Axiom | Vol 419
Are We Ready For A Rate Cut? | Coverage & Conversation From The RNC | Watch Our Graphonomics 14 Video! | Wealth Prompt: Don't Invest Your Politics | Election Impact on 2025: Taxes, Markets, and the EconomyWeek In ReviewAre We Ready For A Rate Cut?PPI Numbers...
Axiom | Vol 418 HOLIDAY
Hope you celebrate our freedom in your own special way. Whether it’s family, fishing or fireworks, we hope your holiday is safe and full of sunshine and love.Week In ReviewThe Economy Is Driving Votes; What Is The Fed’s Next Move?The economy is front and center in the...
Graphonomics: Volume 14
Annex Wealth Management Graphonomics Volume 14 – Special Q&A Edition with Brian Jacobsen & Danny Clayton 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have...
Axiom | Vol 417
Annex Wealth Management Names Jeff Pierce as New President & COO | PCE Indicates Cooling Inflation: Will The Fed Respond? | 6 Things You Might Not Want To Inherit | Take A Look At What We Have Coming Up This Summer...FeaturedAnnex Wealth Management Names Jeff...
Axiom | Vol 416
Trillions & Trillions In Valuations - For How Long? | This Week! Understand Your WRS Pension Potential | Reimagining Retirement: Why Turning 65 Isn't What It Used To Be | Women & Wealth: An Evening Garden Tour | ICYMI: 8 Tips For Smarter Charitable GivingWeek...