The Annex Wealth Management Axiom Archive
Our Latest Insights
Macro & Market Musings – 10/24/25
Comments based on information available as of 7:35am CT on 10/16/2025 Growth: Alternative Reality Without official government data releases, it's hard to gauge the health of the economy. There are private sector sources as an alternative, but they don't have the same...
Axiom | Vol 486
Strong Data Seems To Hint At More Expansion | Year End Tax Planning - Brookfield | Instant Insight | What The One Big Beautiful Bill Means For Your Taxes & Retirement | Should You Delay Retirement? Here Are Some Reasons You Might Want To | Read The Latest "Macro...
Axiom | Vol 485
The Beige Book Is Out & The Shutdown Continues | Understand Your WRS Pension Potential | Instant Insight: OBBBA & Roth Conversion | Just Announced: Social Security Updates For 2026 | Single In Retirement | Continued Information Surrounding The One Big...
Macro & Market Musings – 10/17/25
Comments based on information available as of 5:35am CT on 10/16/2025 Growth: 50 Shades Of Beige The Fed's Beige Book certainly didn't paint a rosy picture for the US, but it also wasn't bleak. Three of the 12 Federal Reserve Districts reported slight to modest...
Annex Wealth Management Discusses: The One Big Beautiful Bill
Annex Wealth Management Discusses The One Big Beautiful Bill.READ:Optimizing Through Change. 2025 Year-End Tax Planning. There’s Still Time To Optimize Your Tax Plan. The passing of the OBBBA made permanent some provisions, and added some entirely new wrinkles to tax...
Macro & Market Musings – 10/10/25
Comments based on information available as of 6:35am CT on 10/10/2025 Growth: Better Than Nothing With a government shutdown delaying key official data releases, the Federal Reserve's upcoming Beige Book may be give clarity on what's happening on the ground in...
Axiom | Vol 484
Consumers May Be Looking For Confidence | Year-End Tax Planning | Instant Insight: Inflation Trends | Women & Wealth: Understanding Eldercare & Pre-Planning Final Arrangements | Listen To Wealthyist | Wealth Prompt: Charitable Giving | Download: Optimizing...
Macro & Market Musings – 10/3/25
Comments based on information available as of 6:55am CT on 10/03/2025 Growth: Shutdown Slowdown "What, me worry?" But there may be more than meets the eye to this government shutdown. The pain individuals feel who are furloughed should not be minimized. However, for...
Axiom | Vol 483
Markets Shrug At Shutdown | Just Announced: Year-End Tax Planning Event | Download: Optimizing Through Change. 2025 Year-End Tax Planning | Did You Know? The IRS Is Phasing Out Paper Tax Refund Checks. What Does That Mean For You? | Naples: Single In Retirement |...
Macro & Market Musings – 9/26/25
Comments based on information available as of 6:55am CT on 9/26/2025 Growth: Silver Linings Emerge Amid signs of cooling in some areas (job growth and existing home sales), pockets of resilience are shining through. U.S. new home sales soared in August to an...
Axiom | Vol 482
Retail Sales Up: The Fed Has A Predicament | Available Now: Optimize Through Change. 2025 Year-End Tax Planning | Single In Retirement: Financial Planning Strategies - Brookfield | What Women Need To Know About Divorce | More Money, More Problems? | Download "One Big...
Macro & Market Musings – 9/19/25
Comments based on information available as of 5:45am CT on 9/19/2025 Growth: A Bowling Ball More Than A Crystal Ball Published government data tells us, imperfectly, what happened in the past. It doesn't tell us what is happening or what will happen. Just because the...
Axiom | Vol 481
Why The Fed's Rate Cut Impacted Small Caps | Just Announced: Ask Annex Anything | Download "One Big Beautiful Bill Act Planning Tactics" | Don't Let Supporting Your Adult Children Ruin Your Retirement | Destination: Retirement. Are We There Yet? | Keep Up To Date With...
Macro & Market Musings – 9/12/25
Comments based on information available as of 5:45am CT on 9/12/2025 Growth: Not As Strong As We Thought We Were The Bureau of Labor Statistics' preliminary benchmark revisions showed the labor market wasn't as strong as originally thought back in March. It all likely...
Axiom | Vol 480
BLS Admits There Was A Slowdown Last Summer | This Week - Your Prosperity Picture: Giving Vision To Your Goals - W&W | Senior Fraud | Read Macro & Market Musings Today! | Keep Up To Date With The One Big Beautiful Bill | Destination: Retirement. Are We There...
Macro & Market Musings – 9/5/25
Comments based on information available as of 8:00am CT on 9/5/2025 Growth: Dribbling Along? There's a saying in statistics that two data points don't make for a trend. One data point certainly doesn't count as a trend, either. The Federal Reserve's Beige Book in June...
Axiom | Vol 479
As Expected Job Growth Has Slowed | Talking Community & Pro Athlete Challenges With Collin Yelich - Wealthyist | September Instant Insight | Financial Planning For Weddings | Keep Up To Date With The One Big Beautiful Bill | Join Us For Navigating The Markets!Week...
Macro & Market Musings – 8/29/25
Comments based on information available as of 6:05am CT on 8/29/2025 Growth: “Beat and Raise” Momentum Earnings season is nearly over, and the results have been encouraging. According to FactSet, 81% of S&P 500 companies exceeded earnings expectations, and 58%...
Axiom | Vol 478
Earnings Are Good - But Is Confidence? | Happy Labor Day! | Keep Up To Date WIth The One Big Beautiful Bill | Join Us For Navigating The Markets!Week In ReviewEarnings Are Good - But Is Confidence?Earnings season is driven by a few components, including expectations...
Macro & Market Musings – 8/22/25
Growth: Labor Is A Lagging Indicator Employers tend to be shy about shedding workers in a slowdown. They also tend to be hesitant to hire in a recovery. That's why labor market indicators don't lead, they lag the economic cycle. The near stall speed of private sector...
Axiom | Vol 477
Will A Fed Cut Boose Housing? | What The One Big Beautiful Bill Means For Your Taxes & Retirement | Instant Insight: OBBBA & The Senior Deduction | Ask Us Your Financial Planning Questions! | Download: Tax Changes After The Passing Of The One Big Beautiful...
Macro & Market Musings – 8/15/25
Comments based on information available as of 7:45am CT on 8/15/2025 Growth: Changing Priorities The Amazon-effect is reflected in the retail sales numbers with non-store retailers posting a strong 0.8% increase in sales in July. The four-day buying extravaganza...
Axiom | Vol 476
An Inflation Data Deluge | Ask Us Your Financial Planning Questions! | THIS WEEK: Women & Wealth: Women's Guide To Preparing For The Unexpected | Good Idea Or Bad Idea: 401ks As Emergency Funds | Keep Up To Date With The One Big Beautiful Bill Week In ReviewAn...
Macro & Market Musings – 8/8/25
Comments based on information available as of 7:30am CT on 8/8/2025 Growth: What If May And June Were The Low For The Economy? Stagflation is in the air. That's the toxic combination of stagnation (low growth) and high inflation. But the July payrolls number showed an...
Axiom | Vol 475
Earnings, The Fed, Tariffs, & Geopolitical News | Read This Week's Macro & Market Musings! | Keep Up To Date With The One Big Beautiful Bill | "Your Plan Starts By Knowing Your Purpose" | This Week In Events Week In ReviewEarnings, The Fed, Tariffs, &...
Macro & Market Musings – 8/1/25
Comments based on information available as of 7:10am CT on 8/1/2025 Growth: How Low Can You Go? Headline gross domestic product (GDP) rebounded from the decline in the first quarter, but headlines can be misleading. Final sales to private domestic...
Axiom | Vol 474
A Fresh Jobs Report, The Shifting Sands Of Trade Policy, & A Mutiny At The Fed? | August Events: Instant Insight - What Recent Inflation Numbers Mean For You & Your Money | What The Big Beautiful Bill Means For Your Taxes & Retirement | Women's Guide To...
Macro & Market Musings – 7/25/25
Comments based on information available as of 6:00am CT on 7/25/2025 Growth: The AI-A-Team In recent years, markets were led by the "Magnificent 7" — seven dominant tech firms. But lately, tech alone isn't enough. Leadership within that club has shifted to those...
Axiom | Vol 473
Earnings Growth Slows, Tariff Deadline Approaches | Just Announced: How OBBA Might Change Your Obamacare | Fine Wines And How To Get Started: An Interview With Ben Christiansen From Waterford Wine | Instant Insight: The Fed & The Markets | What The Big Beautiful...
Annex Wealth Management Discusses: The One Big Beautiful Bill
Annex Wealth Management Discusses The One Big Beautiful Bill.READ:Optimizing Through Change. 2025 Year-End Tax Planning. There’s Still Time To Optimize Your Tax Plan. The passing of the OBBBA made permanent some provisions, and added some entirely new wrinkles to tax...
Macro & Market Musings – 7/18/25
Comments based on information available as of 7:20am CT on 7/18/2025 Growth: More Than A Bounce? Recent data suggest the U.S. economy may be on firmer footing than previously thought. Industrial production rose 0.3% in June, beating expectations, while retail sales...
Axiom | Vol 472
More Signs Of Growth | Annex Team: Meet Anthony Mlachnik | The One Big Beautiful Bill: Hear our thoughts by reading, listening, or watching one of our pieces of commentary! | Beware of These Tax Myths | Destination Retirement: Are We There Yet? Brookfield | Read The...
Macro & Market Musings – 7/11/25
Comments based on information available as of 7:20am CT on 7/11/2025 Growth: Clouds Are Clearing The first half of the year was dominated by uncertainty over tariffs, taxes, and geopolitical tensions. For now, conflicts in the Middle East seem to have calmed, and the...
Axiom | Vol 471
Fed May Wait Until September | What The Big Beautiful Bill Means For Your Taxes & Retirement | Wealth Prompt: Model Portfolios | Read The Annex Investment LexiconWeek In ReviewFed May Wait Until SeptemberPresident Trump got Congress to meet deadlines – the Big...
Macro & Market Musings – 7/3/25
Comments based on information available as of 7:00am CT on 7/03/2025 Growth: Pent Up Animal Spirits? The Job Openings and Labor Turnover Statistics is not the most reliable labor market survey. The response rate is down from 70% in 2015 to 35% in 2025. The big...
Axiom | Vol 470
Jobs Report & The Fed's Next Move | Celebrating Freedom: Happy Independence Day | July Webinar: Understand Your WRS Pension PotentialWeek In ReviewJobs Report & The Fed’s Next MoveJobs numbers were better than expected, and the next inflation number is set to...
Macro & Market Musings – 6/27/25
Comments based on information available as of 7:45am CT on 6/27/2025 Growth: Slowing, Not Stopping First quarter gross domestic product estimates were revised down as consumers spent less on services than originally thought. However, inflation-adjusted disposable...
Axiom | Vol 469
Will Trump Appoint A Backseat Driver For The Fed? | Good Health As A Tax Strategy | 7 Reasons Cash Isn't A Great Long-Term Investment | Join Us Thursday For Instant Insight! | Part 2: Financial Jargon Explained | Webinar: Understand Your WRS Pension PotentialWeek In...
Macro & Market Musings – 6/20/25
Comments based on information available as of 7:45am CT on 6/20/2025 Growth: Payback Time Retail sales in May fell 0.9% with the biggest decliners being cars and building materials. A lot of this is just a payback from consumers front-loading purchases of those bigger...
Axiom | Vol 468
Waiting & Watching | 7 Reasons Cash Isn't A Great Long-Term Investment | You Think You Know About LLCs, But... | Financial Jargon Explained: Part 1 | Ask Annex! | July Webinar: Understand Your WRS Pension Potential Week In ReviewWaiting & WatchingAnnex Wealth...
Macro & Market Musings – 6/13/25
Comments based on information available as of 7:45am CT on 6/13/2025 The situation between Israel and Iran is on investors' minds. As has happened historically, yields fell, oil prices rose, and stock prices fell. Oil prices spiked and that can weigh on growth and...
Axiom | Vol 467
Impact Of The Attack On Iran | Happy Father's Day! | Instant Insight: The Fed & The Markets | Working With A Fiduciary: The Journey Of An Annex Wealth Management Client | Women & Wealth: 5 Market Volatility Tips (& 1 Not-So-Secret Weapon) What's A NQSO or...
Macro & Market Musings – 6/6/25
Comments based on information available as of 5:45am CT on 5/30/2025 Growth: Fissures Forming Initial jobless claims have moved up, private sector payroll growth has slowed, and even service sector activity has slowed. Layoffs have been announced by some of the...
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
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 466
Careful Consumers Guiding Earnings | Brookfield: Destination Retirement. Are We There Yet? | Money Mistakes To Avoid - By Decade | Listen to Brian Jacobsen on "Money Life with Chuck Jaffe" from moneylifeshow.com! | 7 Retirement Planning Mistakes You Make In Your...
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 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
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
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...
