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Macro & Market Musings – 3/27/26
Comments based on information available as of 5:30 am CT on 3/27/2026 Growth – Less Margin for Error After a strong second and third quarter last year, the economy lost momentum in the fourth quarter—and there wasn’t much of a bounce to start 2026. Real activity has...
Macro & Market Musings – 3/27/26
Comments based on information available as of 5:30 am CT on 3/27/2026 Growth – Less Margin for Error After a strong second and third quarter last year, the economy lost momentum in the fourth quarter—and there wasn’t much of a bounce to start 2026. Real activity has...
Whose Name Goes First On A Joint Tax Return?
Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.
Axiom | Vol 507
Cost Of Conflict May Offset Higher Tax Refunds | THIS WEEK: One Big Beautiful 2026 Tax Reality Check | BROOKFIELD | March 24 | One Big Beautiful Bill Act Planning Tactics | Download Today! | A Closer Look At Roth Conversions | Listen To The Annex Wealth Management SWOT Podcast! | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
Macro & Market Musings – 3/20/26
Comments based on information available as of 7:00 am CT on 3/20/2026 Growth: More Than Just an AI Sugar High The Fed’s latest upgrade to both near‑term and longer‑run growth forecasts raised some eyebrows, but the story isn’t just about artificial intelligence (AI)...
A Closer Look At Roth Conversions
Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.
Money Guilt: Practical Ways To Heal & Deal
Annex Wealth Management’s Bryn Theisen is here to talk “Money Guilt” – the shame, anxiety, or unease when you spend money or think about spending.
The Early Retirement Checklist
Thinking of retiring earlier than age 65? Here are some things to consider.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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