The Annex Wealth Management Axiom Archive

Our Latest Insights
Graphonomics: Volume 7

Graphonomics: Volume 7

Annex Wealth Management Graphonomics Volume 7 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding.  Annex Wealth...

Axiom | Vol 386

Axiom | Vol 386

1. Will The Fed Reverse Course & Lower Rates In 2024? 2. Join Us! Moving In Retirement 3. Summer Internship Opportunities 4. How Do You Spend Your Holiday Calories? 5. 10 401(k) Things To Know 6. Get Your Tax-Smart Strategy Review Today!  7. Ask Annex: Quant Funds...

Axiom | Vol 385

Axiom | Vol 385

1. Inflation Appears To Be Cooling – Will It Continue? 2. From Our Family To Yours, Happy Thanksgiving!Week In Review Annex strongly believes in frequent and meaningful communication.  Each Friday after market close, our experts record the “Week In Review”- exclusive...

Talk ETFs: Don’t Blame The Fed For High Interest Rates

Talk ETFs: Don’t Blame The Fed For High Interest Rates

Don’t Blame The Fed For High Interest Rates In The News | November 15, 2023 Talk ETFs   Higher bond yields may be here to stay, but don’t blame the Fed for causing them. In this episode of Talk ETFs, Brian Jacobsen, Chief Economist at Annex Wealth Management,...

Yahoo Finance: Dollar Sinks After Data Shows US Inflation Cooling

Yahoo Finance: Dollar Sinks After Data Shows US Inflation Cooling

Dollar Sinks After Data Shows US Inflation Cooling In The News | November 14, 2023 Yahoo Finance   The dollar fell more than 1% against major currencies on Tuesday after U.S. consumer price data showed the pace of inflation moderating further in October,...

Reuters: As Inflation Cools, Fed Seen Pivoting To Rate Cuts In May

Reuters: As Inflation Cools, Fed Seen Pivoting To Rate Cuts In May

As Inflation Cools, Fed Seen Pivoting To Rate Cuts In May In The News | November 14, 2023 Reuters   Nov 14 (Reuters) - Cooling inflation will allow the Federal Reserve to forgo any more interest rate hikes and indeed to start cutting rates by May, traders bet on...

Graphonomics: Volume 6

Graphonomics: Volume 6

Annex Wealth Management Graphonomics Volume 6 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding.  Annex Wealth...

Axiom | Vol 384

Axiom | Vol 384

1. Earnings Reports & Is Funflation Over? 2. Jeopardy Recap | “Who Is…” 3. Annex’s Veterans On Staff. 4. UPDATE 5. Get Your Tax-Smart Strategy Review Today! 6. 60/40 Portfolio | …More Than The Fundamentals? | Employer Contributions & Savings Goals | Ask Us A...

Axiom | Vol 383

Axiom | Vol 383

1. The Powell Pause, Earnings & The Jobs Report. 2. Join Us! Are Annuities Worth It? 3. Naples Branch Open House! 4. It's Getting Too Expensive To Have Fun? 5. Review What You're Paying For Your Annuity. 6. Get Your Tax-Smart Strategy Review Today!  7. Retaining...

Axiom | Vol 382

Axiom | Vol 382

1. Winners, Losers & GDP. 2.Legendary Pfister Spirits. 3. Poll Response | Planning With Your Pet In Mind. 4. Avoid These Estate Planning Mistakes. 5. Get Your Tax-Smart Strategy Review Today! 6. Register Now For Event: MEQUON | Are Annuities Worth It?  7. Roth vs...

Axiom | Vol 381

Axiom | Vol 381

1. Treasury Yields Rise, Geopolitics Continue to Take Their Toll 2. October Is National Estate Planning Month 3. Poll | Is Your Pet Included In Your Estate Plan? 4. Take A Few Steps To Simplify Being An Executor Or Trustee. 5. Get Your Tax-Smart Strategy Review Today!...

Graphonomics: Volume 5

Graphonomics: Volume 5

Annex Wealth Management Graphonomics Volume 5 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding.  Annex Wealth...

Axiom | Vol 380

Axiom | Vol 380

1. The Potential Market Impact of Israel-Hamas War 2. Brian Jacobsen In The News! 3. Poll Response | Two Truths & A Lie. 4. Review Account Titles & Beneficiary Designations. 5. Get Your Tax-Smart Strategy Review Today! 6. Make Sure You Have Core Estate...

Reuters: Attack On Israel Boosts Appeal Of Gold, Safe-Haven Assets

Reuters: Attack On Israel Boosts Appeal Of Gold, Safe-Haven Assets

Attack On Israel Boosts Appeal Of Gold, Safe-Haven Assets In The News | October 8, 2023 Reuters   The violence in Israel that erupted this weekend is prompting a move into safe-haven assets as investors closely watch events in the Middle East to gauge the...

Axiom | Vol 379

Axiom | Vol 379

1. Don't Miss Out: Register For Final Navigating The Markets 2. Week In Review: Job Growth Remains Strong Despite Slowing Wage Growth 3. The Difference Maker Of The Game. 4. Annex Steals Second! 5. Poll: Two Truths & A Lie. 6. Make Sure You Have Core Estate...

Axiom | Vol 378

Axiom | Vol 378

1. Don't Miss Out: Register For Navigating The Markets 2. Interest Rates, Inflation & Q4 Prospects. 3. The Difference Maker Of The Game. 4. Annex Has A Certified Divorce Financial Analyst® On Our Team. 5. Poll Response: When Do You Do Your Charitable Giving? 6....

Milwaukee Brewers: Mark Beck Stealing Second

Milwaukee Brewers: Mark Beck Stealing Second

Milwaukee Brewers: Mark Beck Stealing Second Brewers | September 29, 2023 This website may contain copyrighted material the use of which has not been specifically authorized by the copyright owner. This site operates under the assumption that this not-for-profit use...

Axiom | Vol 377

Axiom | Vol 377

1. Don't Miss Out: Register For Navigating The Markets 2. Could The Fed Be Done Hiking? 3. CNBC: Brian Jacobsen, Annex Wealth Management's Chief Economist, Joins CNBC's 'Power Lunch'. 4. The Difference Maker Of The Game. 5. When Do You Do Your Charitable Giving? 6....

Axiom | Vol 376

Axiom | Vol 376

1. Fed Meeting Next Week, Not Expected To Raise Rates 2. How'd You Finance Your College Education? 3. Get Your Graphonomics: Volume 4. 4. The Difference Maker Of The Game. 5. Establish The Gift Of Education. 6. The 4% Rule | Liquidity | Tax Loss Harvesting | Keeping A...

Graphonomics: Volume 4

Graphonomics: Volume 4

Annex Wealth Management Graphonomics Volume 4 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding.  Annex Wealth...

Axiom | Vol 375

Axiom | Vol 375

1. Did The Fed Stick A Soft Landing? 2. How Much Do You Need To Retire? 3. The Difference Maker Of The Game. 4. Consider Your Options With Your Old 401(k). 5. Keeping Gifts Secret | HYSA | HSA For COBRA | Leftover In 529 | Is The Dollar Vanishing? | Ask Us A Question!...

Axiom | Vol 374

Axiom | Vol 374

1. Recent Jobs Report: Impact On Wages, Consumer Spending  2. Celebrating Labor Day.A weekly e-newsletter that delivers seven interesting investing and wealth management topics. While some financial professionals would rather have you in the dark about industry facts...

Axiom | Vol 373

Axiom | Vol 373

1. Interest Rates Will Remain High, We Are On Watch For A Credit Event 2. How Did You Finance Your College Education? 3. The Difference Maker Of The Game. 4. Considering A Power Of Attorney For Adult College Students. 5. 401(k) Loans | Investing In Fan Favorite...

Axiom | Vol 372

Axiom | Vol 372

1. Atlanta Fed Report: US Economy More Durable Than Expected 2. Where Are You Planning To Retire? 3. Get Your Graphonomics: Volume 3 4. Review Your Retirement Plan Contributions & Investments 5. Ask Us A Question! 6. “Change before you have to.” 7. Retirement:...

Axiom | Vol 371

Axiom | Vol 371

1. Inflation Lower, But Prices Continue To Creep Up 2. Where Are You Planning To Retire? 3. Get The Newest Version – Graphonomics: Volume 3 4. Consider How You’ll Spend Time in Retirement 5. AI Hype | Tracking Inflows | Comparisons | How Are REITs Doing? | Repaying...

Graphonomics: Volume 3

Graphonomics: Volume 3

Annex Wealth Management Graphonomics Volume 3 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding.  Annex Wealth...