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Axiom | Vol 506
Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy & Legacy: Guiding Athletes to Meaningful Impact | Money Guilt: Practical Ways To Heal & Deal | The Year of the...
Axiom | Vol 506
Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy & Legacy: Guiding Athletes to Meaningful Impact | Money Guilt: Practical Ways To Heal & Deal | The Year of the...
Macro & Market Musings – 3/13/26
Comments based on information available as of 6:00 am CT on 3/13/2026 Growth: Turbulence Isn’t the Tide The February report showing a 92,000 decline in nonfarm payrolls was a shock, but it might not be a harbinger of more bad reports ahead. We haven't seen confirming...
How The New $6,000 “Senior Bonus” Tax Deduction Works
Millions of older Americans will see a new tax break starting this filing season, thanks to a temporary “senior bonus” deduction included in recent federal tax legislation. While it doesn’t eliminate taxes on Social Security benefits, the change can significantly...
Bloomberg: Stocks Churn on War Jitters as Oil Keeps Rallying: Markets Wrap
Wall Street traders parsing geopolitical headlines kept a lid on stocks and bonds, with oil jumping as a move from rich nations to deploy reserves was considered just a reprieve amid the war in Iran.
How To Build A Living Legacy With Confidence
Did you know that the average cost and duration of long-term care is probably less than you think? Did you know that you can gift over the Annual Gift Tax Exclusion tax-free if you structure it properly and submit the correct tax forms? Tom Berkholtz, CFP®, EA, ECA is...
Spectrum News: Time to trade? Investment advice as war continues
As uncertainty continues about how long the Trump administration may continue its attacks on Iran and what the fallout from the Iran war could entail, the markets bounced higher Monday after days spent in a broad sell-off.
Retirement Savings: Leave It Or Roll It?
When you leave an employer or become eligible for a distribution from your workplace retirement plan, you’re faced with an important decision about what to do with your accumulated savings. Options to consider are leaving the money in your employer’s plan, rolling it...
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