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Axiom | Vol 259

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 258

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 257

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 256

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 255

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 254

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...

Economic and Market Outlook Letter

Todd Voit, PhD Chief Investment Strategist ________________________________________Quarterly RecapThe first quarter of 2021 saw the year-end rally continue but not without hitting a soft patch. The first quarter of 2021 saw the long-awaited rotation from growth into...

Axiom | Vol 253

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 252

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 251

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 250

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 249

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 248

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 247

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 246

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 245

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 244

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 243

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 242

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...

MoneyDo: Discover What Probate Is & When It’s Needed

Discover What Probate Is & When It's Needed   Probate may be one of the most misunderstood parts of the estate settlement process. Unfortunately, the term “probate” has garnered some negative connotations through headlines and heavily publicized cases that...

Ask Annex | Do You Have A Reference Guide For Taxes?

Do You Have A Reference Guide For Taxes? Our tax reference guide is one of Annex Wealth Management's most popular annual publications. In it, we provide tables of Federal tax rates for various circumstances, from Head of Household to C Corporations. If you have...

MoneyDo: Get Organized For Income Taxes

Get Organized For Income Taxes   You’re probably already receiving tax documents from your employers, investments, and contractors; so you know what time it is – time to get yourself organized and prepared to file your 2020 tax returns. One easy way to keep...

Poll: Do You Know How The Stimulus Checks Will Affect Your 2020 Taxes?

It's that time again - tax season! Like all tax seasons, important documents need to be collected and tax refunds need to be issued. This year's tax season will take on an extra dimension: the impact of stimulus checks. A recent study said that some Americans are not...

MoneyDo: Audit The Financial Advice You’re Receiving

Audit The Financial Advice You're Receiving   In the business world, audits are a harsh – but necessary – reality. Audits attempt to cast light into every corner of the balance sheet to make sure a company can account for the source and flow of money. This week,...

Ask Annex | How Exactly Do High Yield Bond Funds Work?

How Exactly Do High Yield Bond Funds Work?  High yield bond funds are just like any Mutual Fund or ETF, in that they are an investment vehicle designed to pool together multiple investors assets to invest for the same goal.  In this case they are investing assets in...

MoneyDo: Know What You Own: Equities

Know What You Own: Equities   This week’s MoneyDo is to Know What You Own when it comes to US Equities. It sounds rudimentary, but we find that many folks neglect to track what’s in their portfolio or haven’t looked in months or years. In the United States,...

Axiom | Axiom Vol 238

Week In Review Markets Close Down Despite Positive Banking News Despite earnings reports generally beating estimates and a rising 10 yr treasury yield, banking stocks - and the markets - closed down for the week. Annex Wealth Management's Dave Spano and Derek Felske...

MoneyDo: Consider These 11 Reasons To Start Estate Planning | Part 2

Consider These 11 Reasons To Start Estate Planning | Part 2   Last week, we started out the year with things to get you thinking about doing your estate plan.  You can check it out HERE. This week we continue on the same path with a few more things that may help...

Poll: Have The Events Of The Last Year Changed Your Retirement Plans?

2020 brought changes to retirement plans and challenges to retirees and people looking forward to retiring. The CARES Act, the SECURE act, a global pandemic, election uncertainty, and civil unrest introduced new laws and procedures that directly affected retirement...

Axiom | Axiom Vol 237

Annex Celebrates The Holidays   Week In Review Election Clarity & Stimulus Expectations Feed Markets As the nation reaches clarity regarding a transfer of power, the markets responded with another big week. Many expect a Democratic-led Washington to turn to...

Poll Recap: Did You Donate To A Charity This Holiday Season?

2020 has been quite the year - a global pandemic, market volatility, a whirlwind election, and widespread uncertainty. One good thing to come out of 2020 was a reported record number of charitable giving and donations throughout the year. A recent study reported that...

MoneyDo: Consider These 11 Reasons To Start Estate Planning | Part 1

Consider These 11 Reasons To Start Estate Planning | Part 1   Estate Planning is often thought of as something we all need eventually, but many of us put it off. Unfortunately, there are too many instances where people never get around to putting a plan together...

Ugly Sweater Wednesday 2020

We asked the members of your Annex Team to wear their most festive Christmas sweaters to celebrate this year.   Check out how the Annex Team celebrated while working from home and in-office!   Merry Christmas and Happy Holidays from all of us at Annex Wealth...

Axiom | Axiom Vol 234

Week In Review Markets Ignore Disappointing Job Report And Continue To Roll   As Tesla was added to the S&P 500, questions about stimulus, COVID, and a slowing economy loom. Can the economy fill its earnings gap? Annex Wealth Management's Dave Spano and Derek...

Axiom | Axiom Vol 233

Week In Review Markets Ignore Disappointing Job Report And Continue To Roll   Markets tend to look forward - and at this point, they're looking past a soft jobs report and some whispers that December's jobs report may be worse. At this moment, whether the Senate...

MoneyDo: Set Financial Goals For The New Year

Set Financial Goals For The New Year   Now that the holidays are upon us (and its associated expenses) it is a great time to look at setting goals for 2021. You may be thinking about fitness goals or health goals, but do not forget about financial goals too. ...

Poll: Did You Donate To A Charity This Holiday Season?

2020 has been quite the year - a global pandemic, market volatility, a whirlwind election, and widespread uncertainty. One good thing to come out of 2020 was a reported record number of charitable giving and donations throughout the year. A recent study reported that...

2020 Year-End Tax Planning: Tax Planning In Uncertain Times

Tax PlanningIn UncertainTimes Some may see year-end tax planning as a mundane, advisor-led chore that needs our attention only as we close out the year. Often, it’s after we begin undertaking the chore that we realize the fallacy of “year-end”: many of the tasks and...

MoneyDo: Disciplined Investing: Follow an Annual Rebalancing Plan

MoneyDo: Disciplined Investing: Follow an Annual Rebalancing Plan This week’s MoneyDo tasks a key component of wealth management – rebalancing your portfolio.  Don’t let the crush of holiday have-to’s and shopping lists crowd out this critical “MoneyDo.”2020 certainly...

Poll Recap: Do You Have A Year-End Tax Planning Strategy?

It's almost the end of 2020, and that means it's time to review last-minute moves that could potentially reduce your tax bill for this year. There are new techniques that you may want to consider that are related to the CARES Act and other COVID-related relief that...

Axiom Vol 232

Week In Review: Markets Ignore Disappointing Job Report And Continue To Roll ICYMI: We Give Thanks Poll: Do You Have A Year-End Tax Planning Strategy?  MoneyDo: How To Hire An Estate Planning Attorney Holiday Shopping Prediction DOW Crosses 30,000 Black...

MoneyDo: How To Hire An Estate Planning Attorney

MoneyDo: How To Hire An Estate Planning Attorney Holistic wealth management includes developing a comprehensive estate plan. While Annex has attorneys on staff, they cannot provide legal representation to individuals to draft customized estate plans. As such, hiring...