The Annex Wealth Management Blog

1 | Week In ReviewJobs Report May Not Have Been So DismalThe recent jobs report grabbed headlines by missing estimates, but some experts noted that unemployment is at a near-50 year low. The economy is slowing, but still expanding - how will the Fed react. Annex...

In this special Axiom, we revisit some of your favorite insights from 2021. Happy New Year!In 2021, nearly all of the most-clicked Week In Reviews featured this hot topic: inflation. Although labeled ‘transitory’ for months, inflation is still hot. What’s the future...

Axiom | Vol 285Small Caps Rise As Fed Announces An Accelerated Taper Meet The Axiom®'s Guest Editor: Ryan Van Blarcom, MBAMy name is Ryan Van Blarcom, and I’m an Associate Wealth Manager for our Annex Ignite...

Axiom | Vol 284Inflation Up Again - But The Markets Saw It Coming Featured: Annex Wealth Management’s President & CEO Dave Spano, CFP® Again Named To Milwaukee-Area Power BrokersAnnex Wealth Management’s...

Axiom | Vol 283Economy Still Humming As The Fed Begins To Address Inflation Meet The Axiom®'s Guest Editor: Steve DryerI’m Steve Dryer, Annex Wealth Management’s Managing Director of Operations. I believe I have...

Axiom | Vol 282We give thanks!

Axiom | Vol 281NASDAQ Hits Record High – But Inflation Likely Will Be Sticky Meet The Axiom®'s Guest Editor: Amy Kiiskila, JD, CFP®, CPA, CLU®Hi! I’m Amy Kiiskila, a Wealth Manager here at Annex. Over the past 25...

Axiom | Vol 280A Good Earnings Season, Inflation And Consumer Sentiment, And Moves By The Fed Meet The Axiom®'s Guest Editor: Jeff Stanich, CFP®I am Jeff Stanich, CFP®, Wealth Manager for Annex Wealth Management...

Axiom | Vol 279Excellent Jobs Report Encourages Markets Meet The Axiom®'s Guest Editor: Mark Strey, CFP®, CMFC®I’m Mark Strey, a Wealth Manager, CFP®, on the Annex Wealth Management team. In addition to meeting...

Axiom | Vol 278Markets Finish Off Another Great Month As Inflation Rises Meet The Axiom®'s Guest Editor: Nikki TrudellI’m Nikki Trudell, and I am a Client Service Manager at Annex Wealth Management.  My role...

Axiom | Vol 277Fed Moves From Defining Inflation As "Transitory"Meet The Axiom®'s Guest Editor: Brandon Arps, CFP®I’m Brandon Arps, a Wealth Manager at Annex.  I meet with individuals and families that are both...

Axiom | Vol 276Inflation And The Global Supply ChainMeet The Axiom®'s Guest Editor: Jackie SklenarHello! I’m Jackie Sklenar. I have worked in the financial industry for over 30 years and thoroughly enjoy working...

Axiom | Vol 275Low Jobs Number Puzzles Some Analysts As Earnings Season LoomsMeet The Axiom®'s Guest Editor: Rick Kula, CFP®I’m Rick Kula, one of the Wealth Managers and CFP® professionals with Annex Wealth...

Axiom | Vol 274Rough September Still Finds US Markets Ahead Of InternationalsMeet The Axiom®'s Guest Editor: Mark BeckI’m Mark Beck, Managing Director of Wealth Management Services and host of The Annex Wealth...

Axiom | Vol 273Analysts Change Forecasts As Inflation Appears Less TransitoryMeet The Axiom®'s Guest Editor: Joseph Maller, CPAI’m Joseph Maller, Director of Tax with Annex Tax Services. The tax services team...

Axiom | Vol 272What are factors that affect inflation? What are some signs I should look for to anticipate inflation? | Quadruple Witching Caps 2 Down Weeks - But Markets Show Signs Of LifeMeet The Axiom®'s Guest...

Axiom | Vol 271How Transitory Is Inflation?Meet The Axiom®'s Guest Editor: Suzy Lopez, CFP®I’m Suzy Lopez, a Wealth Manager at Annex and I meet with Annex clients to review their investments and financial plan...

Axiom | Vol 270August Markets Positive While Fed Likely Delays TaperingMeet The Axiom®'s Guest Editor: Derek V.W. Felske, CFA®Hello, I’m Derek Felske, Chief Investment Officer at Annex Wealth Management.  I’m...

Axiom | Vol 269Powell’s Dovish Comments Help Make The Case For EquitiesMeet The Axiom®'s Guest Editor: Tom Berkholtz, CFP®My name is Tom Berkholtz, and I am a Financial Planning Specialist at Annex Wealth...

Axiom | Vol 268World Events, Stocks Showing Volatility, & Delta Are Top Of MindMeet The Axiom®'s Guest Editor: David G. Batten, CFP®, CIMA®, CRPS®I’m David Batten, one of the Wealth Managers here at Annex...

Axiom | Vol 267Stellar Financial Climate Causes Some To Increase Year-End TargetsMeet The Axiom®'s Guest Editor: Mike VenturiniHi! My name is Mike Venturini. I’m part of the team here at Annex. My role as Wealth...

Axiom | Vol 266Fear & Greed Still Leans Fear As Markets Continue Climb | August Is National Make A Will MonthMeet The Axiom®'s Guest Editor: Bryan Fiore, CRPC®, CSRIC™I am Bryan Fiore, Wealth Manager and...

Axiom | Vol 265Market Reacts To Delta VariantMeet The Axiom®'s Guest Editor: Trevor NargisHi, I’m Trevor Nargis and I’m on Annex’s Investment Management Team. I’m involved with the day-to-day management and...

Axiom | Vol 264Growth Of FAANG Stocks Helps Mask Some Selling ActivityMeet The Axiom®'s Guest Editor: Cathy LangeHi, I’m Cathy Lange, a Compliance Specialist at Annex Wealth Management. My role involves reviewing...

Axiom | Vol 263Markets Stay Hot As 10 Year DropsMeet The Axiom®'s Guest Editor: Jason Ganiere, CFP®Hello, I’m Jason Ganiere, a Wealth Manager at Annex Wealth Management. I have been with Annex since 2013 and...

Axiom | Vol 262Happy Birthday, America. This One's For You. | Are You Participating In The 4th Of July Weekend "Revenge Travel" Madness?On a day so often filled with parties, fireworks, and sweet treats, it can...

Axiom | Vol 261Does The Bond Market Believe Our Current Economic Conditions Will Persist?Meet The Axiom®'s Guest Editor: Brandon Lehman, CFP®I’m Brandon Lehman, Annex Wealth Management's Director of Branch...

Axiom | Vol 260Happy Father's Day! | FOMC Governors Note Inflation Rising - But Are Markets Overreacting?Meet The Axiom®'s Guest Editor: Keith Butler, JDI’m Keith Butler, a Wealth Manager at Annex Wealth...

Axiom | Vol 259Bond Yields Fuel Turn To Growth. Can Equity Markets Continue The Rest Of 2021? | May Private Job Growth Blows Past EstimatesMeet The Axiom®'s Guest Editor: Michael Murtos, CFP®I’m Mike Murtos,...

Axiom | Vol 258As Economy Continues To Grow, Can The Fed Continue Quantitative Easing? | High Prices & Low Supply May Be Cooling Housing BoomMeet The Axiom®'s Guest Editor: Patricia Tobin, CFP®Hello! My name...

Axiom | Vol 257Markets Up Going Into June - An Historically Weak Month | Elon Musk’s Diamond Hands Emoji Tweet Impacts MarketsMeet The Axiom®'s Guest Editor: Todd Voit, PhDI’m Todd Voit, Annex Wealth Management’s...

Axiom | Vol 256Markets Show Volatility As Fed Ponders Tapering | Colonial Pipeline Pays $5M Ransom Meet The Axiom®'s Guest Editor: Matthew Krenke, CFP®, CHFC®, CASL®I’m Matthew Krenke, CFP® - Wealth Manager at...

Axiom | Vol 255CPI Climbs – What Does The Fed Think? | Employers Have Open Jobs. Why Aren't They Being Filled? | New Home Prices Increase Due To Lumber ShortageMeet The Axiom®'s Guest Editor: Mark PentI’m Mark...

Axiom | Vol 254Featured: Meet The Axiom’s Guest Editor: Naomi Ackley | Happy Mother's Day! | Inside: Markets Shake Off A Big Jobs Miss | Poll Recap: What will cost you less in the Covid recovery economy?| Perlick: An American Original | MoneyDo: Review Your Retirement...

Axiom | Vol 253Featured: Meet The Axiom’s Guest Editor: Jeremy Lee | Inside: Earnings Season Shows An Economy Getting Hotter - Will The Fed Step In? | Poll: Can You Guess Which 3 Things Will Cost You Less In The Covid Recovery Economy? | MoneyDo: Business Owner...

Axiom | Vol 252Featured: Meet The Axiom’s Guest Editor: Deanne Phillips, CFP®, CDFA® | Inside: Economy Shows Continued Signs Of Strength - Are Buybacks Coming? | Poll Recap: Do You Think Bitcoin Is A Bubble? | MoneyDo: Know That You Own - International Equities | Ask...

Axiom | Vol 251Featured: Meet The Axiom’s Guest Editor: Matthew Morzy, CFP®  | Inside: Markets, Fed See An Economy Ready To Come Back | Poll: Do You Think Bitcoin Is A Bubble? | MoneyDo: Make Sure You Have Core Estate Planning Documents | Ask Annex: Are There Any...

Axiom | Vol 250Featured: Meet The Axiom’s Guest Editor: Noi Sayaovong | Inside: Could Rising Rates Bring The End Of TINA? | Poll Recap: Do You Intend On (Or Are You Now) Helping To Pay For Your Grandchild’s College Education? | MoneyDo: Review What You're Actually...

Axiom | Vol 249Featured: Happy Easter from all of us at Annex Wealth Management! | A Brighter Employment Picture | Mostly Good News About Air Travel. Except For The Fares | What's An ERISA Fidelity Bond? What's ERISA Fiduciary Insurance?[gravityform id="253"...

Axiom | Vol 248Featured: Meet The Axiom’s Guest Editor: Randy Winkler, CFP® | Inside: Markets Reflect An Incredible Comeback - But Will Higher Taxes Affect Earnings? | Poll: Do You Intend On (Or Are You Now) Helping To Pay For Your Grandchild’s College Education? |...

Axiom | Vol 247Featured: Meet The Axiom's Guest Editor: Eric Strom, CFP® | Inside: One Year Later, The Economy Is Rebounding - How Will It Navigate Crosscurrents? | Poll Recap: Did You Play More Golf Than Last Year? | MoneyDo: Consider If You Need Life Insurance. If...

Axiom | Vol 246FEATURED FLASHBACK: 1 Year Ago - ‘Stick with your plan’: Annex Wealth Management’s Dave Spano advises to stay the course in COVID-19 related market volatility | Meet The Axiom's Guest Editor: Ken Symes | Inside: Stimulus Liquidity Drives Markets Higher...

Axiom | Vol 245FEATURED: Meet The Axiom's Guest Editor: Jack Hauser | Inside: Interest Rates May Continue To Rise - Which Could Mean More Volatility | Poll Recap: Do You Have Enough Money Saved If You Are Planning On Retiring Early? | MoneyDo: Review & Optimize...

Axiom | Vol 244FEATURED: Meet The Axiom's Guest Editor: Denis Johnson | Inside: The Dow Closes Down As Markets Pay Attention To Interest Rates | Poll: Do You Have Enough Money Saved If You Are Planning On Retiring Early? | MoneyDo: Early Retirees: Consider How To...

Axiom | Vol 243FEATURED: Meet The Axiom's Guest Editor: Jill Martin | Inside: Markets Overcome Correction Fears - This Time  | Poll Recap: Are You Using Grocery Delivery Services More Than You Did A Year Ago? |...

Axiom | Vol 242FEATURED: Meet The Axiom's Guest Editor: Michael J. Mihm | Inside: Stellar Earnings Go Unrewarded By The Markets - A Repeat Of The Markets In 2000? | Poll: Are You Using Grocery Delivery Service More Than You Did A Year Ago? | MoneyDo: Discover What...