The Annex Wealth Management Axiom Archive

Our Latest Insights
Macro & Market Musings – 5/30/25

Macro & Market Musings – 5/30/25

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....

Reuters: US Inflation Tepid In April, Consumer Spending Slows

Reuters: US Inflation Tepid In April, Consumer Spending Slows

US Inflation Tepid In April, Consumer Spending Slows   In The News | May 30, 2025 Reuters NEW YORK, May 30 (Reuters) - U.S. inflation was benign in April, with retailers likely still selling inventory accumulated before the tariffs. The Personal Consumption...

Axiom | Vol 465

Axiom | Vol 465

Economy Keeps Chugging Along | This Week: Instant Insight: Jobs & The Economic Outlook | Wealth Prompt: Fiduciaries Not Acting As Fiduciaries | Latest Episode: An Interview With Alan Kline - Luxury Pet Care | Brookfield Destination Retirement: Are We There Yet? |...

Macro & Market Musings – 5/23/25

Macro & Market Musings – 5/23/25

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 464

Axiom | Vol 464

What Does The Moody's Downgrade Mean? | Wishing you a meaningful and peaceful Memorial Day. | Equity Compensation, Explained. | 7 Retirement Planning Mistakes You Make In Your 50's | Consolidating Retirement Accounts, Target Date Funds Nearing RetirementWeek In...

USA Today: Tariffs causing higher prices, Walmart warns

USA Today: Tariffs causing higher prices, Walmart warns

Tariffs causing higher prices, Walmart warns In The News | May 16, 2025 USA Today   Walmart will have to start raising prices later this month due to the high cost of tariffs, executives said on Thursday, even as the retailing giant's U.S. comparable sales...

Axiom | Vol 463

Axiom | Vol 463

4 Big Steps Shape The Week | Webinar: Understand Your WRS Pension Potential | Should You Sell In May and Go Away? Probably Not | 7 Retirement Planning Mistakes You Make In Your 50's | Appleton: Saving The Family Cottage | Investing In Cryptocurrency, Pre-Sale Upgrade...

Macro & Market Musings – 5/16/25

Macro & Market Musings – 5/16/25

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 – 5/9/25

Macro & Market Musings – 5/9/25

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 462

Axiom | Vol 462

Waiting On New Tone With China | Happy Mother's Day! | 7 Retirement Planning Mistakes You Make In Your 50's | What's a Restricted Stock Unit? | Women & Wealth: Women's Guide To Financial Self-Defense | Wealth Prompt: Trump's First 100 Days | Instant Insight:...

Macro & Market Musings – 5/2/25

Macro & Market Musings – 5/2/25

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 461

Axiom | Vol 461

Earnings Reports, A McRecession, & Rate Cuts | Spring Cleaning: Declutter Your Portfolio - Part 2 | Mequon - Women & Wealth: An Evening Of Passion Assets & Wine Tasting | Brookfield: Moving In Retirement | Webinar: Instant Insight | Navigating The Markets...

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....

Axiom | Vol 460

Axiom | Vol 460

Beige Book Flashes Warning Sign | This Week: Annuity Workshop | Spring Cleaning: Declutter Your Portfolio Part 1 | Leaving Money For My Kids | Chasing Higher Yields | Strategic Bitcoin Reserve | High Speed, Low Drag: Annex Private Client's Streamlined Efficiency |...

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....