Our Latest Insights

Latest Article

Axiom | Vol 516

What Worries Investors May Not Worry Markets | What To Know About Financial Advisor Fees | Fee-only, fiduciary advice wherever you are on your journey. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

read more
Axiom | Vol 516

Axiom | Vol 516

What Worries Investors May Not Worry Markets | What To Know About Financial Advisor Fees | Fee-only, fiduciary advice wherever you are on your journey. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Things To Prepare For Before Retirement | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | The Early Retirement Checklist

read more

Macro & Market Musings – 5/1/2026

Comments based on information available as of 5:15 am CT on 5/15/2026 Growth: Something’s Got to Give Retail sales rose +0.5% in April, but excluding gasoline, sales only rose 0.3%. During that same period, inflation excluding energy was +0.4%, so real spending...

read more

Axiom | Vol 514

Earnings Near Historically High Levels | THIS WEEK | Destination: Retirement. Are We There Yet? | BROOKFIELD | Fee-only, fiduciary advice wherever you are on your journey. | Read the most recent release from our Investment Team with the following highlights: | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Avoid These Common Required Minimum Distribution (RMD) Mistakes | Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours | Listen To Wealthyist

read more

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more

Blog Archive