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Axiom | Vol 518
WEEK IN REVIEW Investor Excitement Grows For SpaceX IPO A positive jobs number showed private sector employment growth as investors showed heightened interest in the SpaceX IPO. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss....
Axiom | Vol 518
WEEK IN REVIEW Investor Excitement Grows For SpaceX IPO A positive jobs number showed private sector employment growth as investors showed heightened interest in the SpaceX IPO. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss....
Investing In SpaceX IPO: What You Need To Know
Elon Musk’s SpaceX announced Wednesday that it intends to make its stock market debut next week at a $1.77 trillion valuation. Annex Wealth Management’s Chief Economic Strategist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE is here to discuss what you need to know...
The (Often Misunderstood) Roth Conversion: What It Is & When It Makes Sense
Roth conversions can be a powerful planning tool, but they’re often discussed in broad terms that leave investors unsure whether the strategy truly fits their situation. The real value lies in understanding the trade-offs—tax impact today, flexibility in retirement,...
Macro & Market Musings | 6/5/2026
Comments based on information available as of 5:00 am CT on 6/5/2026 Growth: A Rare Bright Spot? While consumers are feeling pressure and service-sector momentum is softening, manufacturing offered a rare bright spot. The ISM Manufacturing Index for May came in better...
How Do Military TSP (Thrift Savings Plans) Work?
A thoughtful investment approach balances risk, time horizon, and personal goals to build lasting financial security. Understanding how different fund options behave across market conditions helps investors stay disciplined and avoid emotional decisions. Associate Tax Manager, Jess Hedgcoxe, CFP® is here to discuss Military TSP (Thrift Savings Plans).
Axiom | Vol 517
Iran Outcome May Impact Fed’s Decisions | Join us for our upcoming June webinars! | The Retirement Smile Explained | Listen to the Annex Wealth Management SWOT Podcast! | “Don’t underestimate the value of doing nothing” | Read Monthly Macro & Market Musings | The Early Retirement Checklist | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
Macro & Market Musings | 5/29/2026
Comments based on information available as of 5:15 am CT on 5/29/2026 Growth: the shock absorbers are mostly gone. A few months ago, consumers had some nice economic shock absorbers: the anticipation of generous tax refunds and a...
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