The Annex Wealth Management Axiom Archive
Our Latest Insights
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
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
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...
Reuters: S&P 500 Barely Gains While Dow Ends Lower As Cisco & Walmart Drag
S&P 500 Barely Gains While Dow Ends Lower As Cisco & Walmart Drag In The News | November 16, 2023 Reuters Nov 16 (Reuters) - The S&P 500 and the Nasdaq managed to eke out tiny gains on Thursday while the Dow Industrial Average (.DJI) ended slightly...
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
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: Instant view: Cooler October US CPI Raises Confidence That Fed Hikes Done
Instant view: Cooler October US CPI Raises Confidence That Fed Hikes Done In The News | November 14, 2023 Reuters NEW YORK, Nov 14 (Reuters) - U.S. consumer prices were unchanged in October amid lower gasoline prices, and underlying inflation showed signs of...
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
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
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
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...
Reuters: Instant View: US Jobs Growth Slows More Than Expected In October
Instant View: US Jobs Growth Slows More Than Expected In October In The News | November 3, 2023 Reuters NEW YORK, Nov 3 (Reuters) - U.S. job growth slowed more than expected in October in part as strikes by the United Auto Workers (UAW) union against Detroit's...
Reuters: Instant View: US Treasury Increases Size Of Most Of Its Debt Auctions
Instant View: US Treasury Increases Size Of Most Of Its Debt Auctions In The News | November 1, 2023 Reuters The U.S. Treasury Department on Wednesday said it plans to "gradually" increase the size of most of its debt auctions in the November 2023 to January...
Yahoo Finance: Treasury Bonds Could Be ‘Bigger Issue’ For Markets Than Fed
Treasury Bonds Could Be 'Bigger Issue' For Markets Than Fed In The News | October 30, 2023 Reuters A huge week lies ahead for investors watching the Federal Reserve's interest rate announcement, the Treasury Department's bond issuance, and more earnings reports...
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
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
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
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
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
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...
Vigour Times: Wall Street Sees Growth As Jobs News Sparks Positive Momentum
Wall Street Sees Growth As Jobs News Sparks Positive Momentum In The News | October 7, 2023 Vigour Times The stock market experienced a dramatic turnaround on Friday, erasing its morning losses after a closer examination of a surprisingly strong report on the...
Clayton County Register: The US Job Market Report Sparks Volatility On Wall Street
The US Job Market Report Sparks Volatility On Wall Street In The News | October 6, 2023 Clayton County Register Wall Street experienced a volatile day of trading as investors digested a strong report on the US job market. Initially, stocks tumbled after the...
Reuters: Instant View: US Job Growth Smashes Expectations, Raising Prospects For Rate Hikes
Instant View: US Job Growth Smashes Expectations, Raising Prospects For Rate Hikes In The News | October 6, 2023 Reuters U.S. job growth surged in September, suggesting that the labor market remains strong enough for the Federal Reserve to raise interest rates...
The Washington Post: Stock Market Today: Wall Street Leaps After Eventually Finding Things To Like In Nuanced Jobs Report
Stock Market Today: Wall Street Leaps After Eventually Finding Things To Like In Nuanced Jobs Report In The News | October 6, 2023 The Washington Post NEW YORK — Wall Street rallied in a whipsaw Friday and erased its morning losses after looking deeper into the...
Brewers vs. Arizona Diamondbacks: The Difference Maker Of The Game | October 3, 2023
The Difference Maker Of The Game Brewers vs. Arizona Diamondbacks | October 3, 2023
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....
Arkansas Democrat Gazette: Wall Street Ends September With Yet Another Loss
Wall Street Ends September With Yet Another Loss In The News | September 30, 2023 Arkansas Democrat Gazette NEW YORK -- Wall Street closed out its worst month and quarter of the year with more losses Friday. The S&P 500 slipped 0.3% after a gain from the...
The Washington Post: Stock Market Today: Wall Street Wraps Its Miserable September With Another Weak Finish
Stock Market Today: Wall Street Wraps Its Miserable September With Another Weak Finish In The News | September 29, 2023 The Washington Post NEW YORK — Wall Street closed out its worst month and quarter of the year with more losses on Friday. The S&P 500...
Brewers vs. St. Louis Cardinals: The Difference Maker Of The Game | September 27, 2023
The Difference Maker Of The Game Brewers vs. St. Louis Cardinals | September 27, 2023
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...
Yahoo Finance: Fed’s Inflation Target Has Long & ‘Bumpy Road’ Ahead: Economist
Fed's Inflation Target Has Long & 'Bumpy Road' Ahead: Economist In The News | September 25, 2023 Yahoo Finance While the Federal Reserve's target inflation rate remains at 2%, rising auto prices and energy costs present the biggest challenges to cooling...
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....
Brewers vs. Marlins: The Difference Maker Of The Game | September 24, 2023
The Difference Maker Of The Game Brewers vs. Marlins| September 24, 2023
Reuters: Wall St Week Ahead Fed-Wary Investors Eye Mounting Risks To US Stock Rally
Wall St Week Ahead Fed-Wary Investors Eye Mounting Risks To US Stock Rally In The News | September 22, 2023 Reuters NEW YORK, Sept 22 (Reuters) - A hawkish stance from the Federal Reserve, soaring Treasury yields and a looming government shutdown are adding to...
CNBC: Fed Raising Rates By Just 25 Basis Points Could Push Us Into Recession
Fed Raising Rates By Just 25 Basis Points Could Push Us Into Recession In The News | September 21, 2023 CNBC On Thursday, our very own Chief Economist, Brian Jacobsen, joined CNBC on their “Power Lunch” segment to discuss the market, fed & the economy. This...
Brewers vs. Nationals: The Difference Maker Of The Game | September 17, 2023
The Difference Maker Of The Game Brewers vs. Nationals| September 17, 2023
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...
Brewers vs. Marlins: The Difference Maker Of The Game | September 14, 2023
The Difference Maker Of The Game Brewers vs. Marlins| September 14, 2023
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
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
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...
Brewers vs. Phillies: The Difference Maker Of The Game | September 3, 2023
The Difference Maker Of The Game Brewers vs. Phillies | September 3, 2023
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...
Brewers vs. Twins: The Difference Maker Of The Game | August 23, 2023
The Difference Maker Of The Game Brewers vs. Twins | August 23, 2023
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:...
Brewers vs. Dodgers: The Difference Maker Of The Game | August 17, 2023
The Difference Maker Of The Game Brewers vs. Dodgers | August 17, 2023
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...
Brewers vs. White Sox: The Difference Maker Of The Game | August 13, 2023
The Difference Maker Of The Game Brewers vs. White Sox | August 13, 2023
Brewers vs. White Sox: The Difference Maker Of The Game | August 12, 2023
The Difference Maker Of The Game Brewers vs. White Sox | August 12, 2023
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...
