The Annex Wealth Management Axiom Archive

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Macro & Market Musings – 4/25/25

Macro & Market Musings – 4/25/25

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 – 4/17/25

Macro & Market Musings – 4/17/25

Comments based on information available as of 9:30am CT on 4/17/2025 Growth: A Sprint Before The Stumble U.S. retail sale leapt 1.4% in March, powered by motor‑vehicle purchases (+5.3%) and broad front‑loading ahead of 25% auto tariffs and higher levies on other...

Axiom | Vol 459 | Easter

Axiom | Vol 459 | Easter

Powell's Words Cause Trump Tough Talk | Happy Easter from Annex Wealth Management! | Poll Recap: How Did You Fare In The Retirement Transition Game?Week In ReviewPowell’s Words Cause Trump Tough TalkThe markets didn’t respond well to Fed Chair Powell’s comments on...

Axiom | Vol 458

Axiom | Vol 458

Big Swings & Backtracking | Tariffs: How They Could Affect Your Portfolio | Latest Episode: Donor Advised Funds Pt. 1 | This Week In Events | Roth Conversion Ladders, Mitigating Risk With Investing, Rebalancing 401ks | Dimensions Of DiversificationWeek In...

Macro & Market Musings – 4/11/25

Macro & Market Musings – 4/11/25

Comments based on information available as of 7:30am CT on 4/10/2025 Growth: Not Whether, But How Much? A week ago, the market seemed to be pricing in a near certainty of there being a recession. Now, the market seems to be pricing in merely a fear of a recession....

Axiom | Vol 457

Axiom | Vol 457

Markets Trying To Understand What's Next | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro & Market Musings! | This Week In Events | 401k Use Hits New High | Read The Annex Asset Almanac!Week In ReviewMarkets Trying To Understand What’s...

Macro & Market Musings – 4/4/25

Macro & Market Musings – 4/4/25

Comments based on information available as of 7:30am CT on 3/28/2025 Growth: April Showers Bring May Flowers? Many were hoping that tariff announcements would bring clarity. Instead, the outlook is much cloudier. Will April showers bring May flowers? That's the great...

Macro & Market Musings – 3/28/25

Macro & Market Musings – 3/28/25

Comments based on information available as of 7:30am CT on 3/28/2025 Growth: Starting On A Strong Foot, But Will It End That Way? Fourth quarter economic data and earnings releases showed businesses came into the year on a strong foot. Despite that, there has been a...

Axiom | Vol 456

Axiom | Vol 456

Is That Stagflation Ahead? | Q2 Portfolio Roadmap | Asset Rich, Cash Poor: Unlocking Wealth | 23andMe Bankruptcy: Delete Your Data Before It's Sold | Brookfield: Saving The Family Cottage | Consolidating Retirement Accounts | Target Date Fund Nearing Retirement | Read...

Macro & Market Musings – 3/21/25

Macro & Market Musings – 3/21/25

Comments based on information available as of 7:30am CT on 3/21/2025 Growth: Double-Dip Vibecession It's not unusual to see sentiment move separately from spending. What matters more than how people feel is how they behave. Despite the significant drop in consumer...

Axiom | Vol 455

Axiom | Vol 455

They Might Get Transitory Right, This Time | Early 2025 Volatility | Diversification In Investing: A Key Strategy To Reduce Risk | Annuities | Warren Buffett Hoarding Cash | Distinguishing Between ETFs & Mutual Funds | Single In Retirement: Financial Planning...

Annex Wealth Management Helps With: Dimensions Of Diversification

Annex Wealth Management Helps With: Dimensions Of Diversification

Annex Wealth Management Helps With: Dimensions Of DiversificationWATCH:LISTEN:Wealthyist Podcast | Private Equity - What Do We Need To Know? In this episode of "Wealthyist," Liam McKinney, Wealth Strategist at Annex Wealth Management, featuring Brian Jacobson, the...

Macro & Market Musings – 3/14/25

Macro & Market Musings – 3/14/25

Comments based on information available as of 7:30am CT on 3/14/2025 Growth: From Bump To Slump?  Consumer and business sentiment jumped higher after the election, but both have since slumped. There is little relationship between what consumers say they're feeling and...

Axiom | Vol 454

Axiom | Vol 454

The US Political Divide & Consumer Sentiment | Planning For & Understanding The Value Of Passion Assets | Women & Wealth - An Evening Of Passion Assets & Wine Tasting | How Do I Avoid Bumpy Market During Retirement? | Tariffs: How They Could Affect...

Axiom | Vol 453

Axiom | Vol 453

April 2 Might Be Huge | WTMJ Webinar - Tariffs: How They Could Affect Portfolios | Navigating The Markets | Destination: Retirement. Are We There Yet? | Saving The Family Cottage | Estate Planning For Blended Families | Tariffs And My Portfolios, Spendthrift Trusts |...

Macro & Market Musings – 3/7/25

Macro & Market Musings – 3/7/25

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....

Dave Spano Named To 3 Powerful Lists

Dave Spano Named To 3 Powerful Lists

Annex Wealth Management is proud to announce that Chief Executive Officer, Dave Spano, has recently been honored by being simultaneously named to 3 influential lists. Wisconsin 275 | BizTimes "Wisconsin 275 highlights the 275 most influential executives in different...

Macro & Market Musings – 2/28/25

Macro & Market Musings – 2/28/25

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 452

Axiom | Vol 452

Getting Real About Tariffs | WTMJ Webinar - Tariffs: How They Could Affect Portfolios | Available Now: Graphonomics 22! | This Week: Single In Retirement: Financial Planning Strategies | My HSA Keeps Heading Down - Is It Still A Decent Place To Stash Cash Or Time For...

Annex Wealth Management Helps With: Inheritance Planning

Annex Wealth Management Helps With: Inheritance Planning

Annex Wealth Management Helps With: Inheritance PlanningWATCH:LISTEN:Wealthyist Podcast | E7 - Selling Your Business In this episode of "The Wealthiest" podcast, Brandon Lehman and guest Brian Lamborne, a tax law expert, discuss the intricacies of business succession...

Macro & Market Musings – 2/21/25

Macro & Market Musings – 2/21/25

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 451

Axiom | Vol 451

Broad Earnings Beat Expectations | Estate Planning For Blended Families | Annex Investment Team | Evaluating Risks & Rewards | Custodial IRAs | Top Things To Consider During The Estate Planning Process | Graphonomics 21! | Are you selling a business or know...

Macro & Market Musings – 2/14/25

Macro & Market Musings – 2/14/25

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 450

Axiom | Vol 450

CPI, PPI Hotter Than Expected | Tariffs & My Portfolio | Destination: Retirement - Are We There Yet? | What To Ask An Advisor | How Not To Ruin Your Kids With Money | Graphonomics 21!Week In ReviewCPI, PPI Hotter Than ExpectedCPI, PPI, and Retail Sales all...

Macro & Market Musings – 2/7/25

Macro & Market Musings – 2/7/25

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 449

Axiom | Vol 449

Did Tariffs Cause The Great Depression? | Finfluencers: Can You Trust Their Advice? | Wealth Prompt: Business Transitions  This Week In Events | Download Graphonomics 21!Week In ReviewDid Tariffs Cause The Great Depression?President Trump has suspended tariffs for...

Annex Wealth Management Helps With: Business Succession Planning

Annex Wealth Management Helps With: Business Succession Planning

Annex Wealth Management Helps With: Business Succession PlanningWATCH:LISTEN:Wealthyist Podcast | Selling Your Business In this episode of the "Wealthyist" podcast, Brandon Lehman and guest Brian Lamborne, a tax law expert, discuss the intricacies of business...

Macro & Market Musings – 1/31/25

Macro & Market Musings – 1/31/25

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 448

Axiom | Vol 448

Chinese AI Announcement Rocks Markets | New Chapter, Same Story. Download Graphonomics 21 | Upcoming Workshop: Financial Planning In A Changing Tax World | Short-Term Vs. Long-Term Investments | Getting Grandchildren Investing | 7 Retirement Questions You Should...

Axiom | Vol 447

Axiom | Vol 447

Trump's First Week Back, Is The Market In A Holding Pattern? | Selling A Business: Where To Start | Instant Insight: The Fed & The Markets | Business Sales & Transitions | Ask Annex: Bitcoin Vs. Old-Fashioned Equities | Trade Perspectives: Download...

Macro & Market Musings – 1/24/25

Macro & Market Musings – 1/24/25

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 446

Axiom | Vol 446

Positive CPI Changes Markets | WTMJ Webinar: Selling A Business - Where To Start | How To Protect Your Business With Key Person Insurance | Ask Annex: What Should I Do With My Year-End Bonus? | Distribution Planning In RetirementWeek In ReviewPositive CPI Changes...

Macro & Market Musings – 1/17/25

Macro & 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 – 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....

Axiom | Vol 445

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

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 – 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

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 – 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!

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 – 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

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 – 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 – 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

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 – 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....