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Macro & Market Musings | 6/19/2026
Comments based on information available as of 5:15 am CT on 6/19/2026 Growth: A Broader Base Consumers have been carrying a heavy load at the gas pump with energy prices up 23.5% from a year ago in May. That acts like a tax. Households have been deferring big-ticket...
Macro & Market Musings | 6/19/2026
Comments based on information available as of 5:15 am CT on 6/19/2026 Growth: A Broader Base Consumers have been carrying a heavy load at the gas pump with energy prices up 23.5% from a year ago in May. That acts like a tax. Households have been deferring big-ticket...
Axiom | Vol 519
WEEK IN REVIEW SpaceX IPO Launches World's First Trillionaire The SpaceX IPO pushed Musk's combined net worth to roughly $1.1 trillion, fueled by his massive equity stakes in both SpaceX and Tesla. Inflation numbers showed continued a continued rise. Annex Wealth...
Macro & Market Musings | 6/12/2026
Comments based on information available as of 5:15 am CT on 6/12/2026 Growth: Hiring Through The Gloom If you only read the surveys, you'd think the expansion was over. The NFIB Small Business Optimism Index fell to 95.3 in May, its weakest reading since October 2024...
America’s 250th Anniversary | The Early Days
Annex Wealth Management’s Chief Economic Strategist Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, is here to talk about America’s economy over the past 250 years – including some of the highlights and events that have had a big impact on America’s history....
Axiom | Vol 518
WEEK IN REVIEW Investor Excitement Grows For SpaceX IPO A positive jobs number showed private sector employment growth as investors showed heightened interest in the SpaceX IPO. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss....
Investing In SpaceX IPO: What You Need To Know
Elon Musk’s SpaceX announced Wednesday that it intends to make its stock market debut next week at a $1.77 trillion valuation. Annex Wealth Management’s Chief Economic Strategist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE is here to discuss what you need to know...
The (Often Misunderstood) Roth Conversion: What It Is & When It Makes Sense
Roth conversions can be a powerful planning tool, but they’re often discussed in broad terms that leave investors unsure whether the strategy truly fits their situation. The real value lies in understanding the trade-offs—tax impact today, flexibility in retirement,...
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